Deal Operations Strategist
2 weeks ago
About Us
Addepar is a global leader in technology and data solutions, empowering investment professionals to deliver informed guidance to their clients. With over $6 trillion in assets under management, our platform aggregates portfolio, market, and client data for firms worldwide.
Job Overview
We are seeking an experienced Deal Operations & Sales Strategy Analyst to join our GTM Strategy and Operations team. This hybrid role will focus on optimizing sales processes, supporting deal flow, and working closely with sales leadership to drive operational excellence.
About the Role
This strategic position requires a process-focused operator who can work collaboratively with cross-functional teams to ensure smooth execution of deals, streamline workflows, and continuously improve performance. As a key member of our team, you will manage key operational functions across the sales lifecycle, analyze sales pipeline data, and provide insights to leadership on opportunities for growth and process improvement.
Key Responsibilities
- Sales Operations Support: Manage key aspects of the sales cycle, including deal flow, pricing, and approvals. Collaborate with sales, finance, and legal teams to optimize processes and remove friction in the deal-making process.
- Sales Performance & Analytics: Analyze sales pipeline data and key performance metrics, providing insights to leadership on opportunities for growth, process improvement, and resource allocation.
- Process Optimization: Identify bottlenecks and inefficiencies in the sales cycle and implement process improvements to drive deal velocity and sales productivity.
- Cross-Functional Collaboration: Work closely with sales, finance, legal, and product teams to ensure alignment and efficient handoffs between departments throughout the deal lifecycle.
- Reporting & Data Hygiene: Maintain accurate data across systems, ensuring Salesforce and other sales tools are up-to-date. Build and maintain dashboards to track sales performance, deal health, and other key metrics.
- Stakeholder Management: Build strong relationships with key internal stakeholders, guide them through the deal process, address operational challenges, and ensure alignment on priorities.
- Sales Enablement & Training: Create process documentation and train sales teams on best practices, tools, and workflows to ensure effective deal execution.
Requirements
To succeed in this role, you should have:
- A Bachelor's Degree or equivalent experience in a quantitative subject area (e.g., Statistics, Math, Finance, Engineering, Sciences)
- 4+ years in a deal operations, sales operations, or revenue operations role focusing on optimizing the sales cycle. Hands-on experience with Salesforce and sales reporting tools is required.
- Strong quantitative skills, including the ability to analyze large datasets, identify trends, and provide actionable insights to improve sales performance and operational efficiency. Proficiency in Excel/Google Sheets, as well as familiarity with BI tools such as Looker or other analytics platforms, is a plus.
- You understand how operational excellence drives business outcomes and are motivated to continuously optimise sales processes for better efficiency and revenue growth.
- You are focused on improving and automating sales processes to ensure deals are executed quickly and accurately while minimizing manual effort and friction.
- Experience working within Salesforce, CPQ systems, and related tools to track deals, forecast sales, and manage reporting.
- You thrive in a cross-functional environment and can effectively partner with diverse teams to drive initiatives forward. You can influence stakeholders and align teams on common goals.
- You are organized and detail-oriented, and you can manage multiple projects simultaneously in a fast-paced environment. You take ownership of your responsibilities and proactively seek solutions to operational challenges.
- You have excellent written and verbal communication skills and can present complex ideas or data-driven insights to technical and non-technical stakeholders.
Our Culture
We value diversity, inclusion, and collaboration at Addepar. We are committed to creating a welcoming environment where individuals from diverse backgrounds can contribute and grow. Our core values include:
- Act Like an Owner - Think and operate with intention, purpose, and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients' success is our success.
- Drive Innovation - Be bold and unconstrained in problem-solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
Estimated Salary: $100,000 - $120,000 per annum
-
Data Strategist and Innovation Leader
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Motability Operations Full timeAt Motability Operations, we are seeking a visionary Data Strategist and Innovation Leader to drive our data-driven approach and shape the future of our business.About the RoleThis exciting opportunity will see you lead the development of a comprehensive data strategy, aligned with our company objectives and technology vision. You will be responsible for...
-
Operational Risk Strategist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Turner & Townsend Group Full timeWe are seeking an experienced Operational Risk Strategist to join our Project Controls Team in Edinburgh. As a key member of the team, you will play a crucial role in delivering better outcomes for our clients and helping our people realize their potential.Job DescriptionThe successful candidate will have experience in risk delivery roles on major...
-
Chief Security Strategist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Primis Full timeAbout PrimisPrimis is a forward-thinking organization that prioritizes the security and integrity of its operations. As our Chief Security Strategist, you will play a critical role in protecting our assets and ensuring the highest level of cybersecurity.Job OverviewWe are seeking an experienced Chief Security Strategist to lead our security initiatives. The...
-
Business Growth Strategist
2 months ago
Edinburgh, Edinburgh, United Kingdom beBee Professionals Full time £45,000 - £65,000As a Business Growth Strategist at beBee Professionals in Edinburgh, you will play a key role in driving business expansion through strategic client engagement and innovative sales strategies.Key Responsibilities:Develop and execute business strategies to identify new market opportunities.Forge and maintain strong, profitable relationships with key...
-
Senior Energy Asset Strategist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Renantis UK Limited Full timeJob OverviewWe are seeking a highly skilled Senior Energy Asset Strategist to join our team at Renantis UK Limited. As a key member of our operations team, you will play a crucial role in the management and development of our onshore wind energy assets.Key ResponsibilitiesOriginate new greenfield development projects, securing exclusivity and land rights for...
-
Senior Trade Policy Strategist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom s1jobs Full timeAbout the Roles1jobs is seeking a highly skilled Senior Trade Policy Strategist to lead our Trade Defence team and ensure the smooth operation of the UK's trade remedy framework.
-
Lead Manufacturing Quality Strategist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Leonardo Full timeJob DescriptionWe are seeking an experienced Lead Manufacturing Quality Strategist to join our team in Edinburgh. The ideal candidate will have a strong background in quality management and leadership, with expertise in manufacturing processes and operations.
-
Chief Operations Strategist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Edinburgh World Heritage Full timeAbout UsEdinburgh World Heritage is a unique organisation dedicated to preserving the city's rich heritage. Our mission is to connect people with their history, and we're seeking an experienced professional to lead our operations team.Job SummaryThe Chief Operations Strategist will oversee the day-to-day management of our charity, ensuring smooth operation...
-
Senior Information Security Strategist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Motability Operations Full timeAbout the RoleThe Chief Information Security Officer (CISO) plays a crucial role in safeguarding the organisation's sensitive data, intellectual property, and information systems from potential threats and cyberattacks. This position requires a strong leader who can establish and maintain the organisation's vision, strategy, and programs related to...
-
Executive Sales Strategist
1 week ago
Edinburgh, Edinburgh, United Kingdom Alexander Steele Recruitment Full timeJob DescriptionWe are seeking an experienced Executive Sales Strategist to join our team at Alexander Steele Recruitment.About the RoleThe successful candidate will be responsible for leading our retail field team and overseeing daily operations, budgets, and performance objectives.Duties and ResponsibilitiesAchieve business goals and revenue targets through...
-
Event Sales and Marketing Strategist
23 hours ago
Edinburgh, Edinburgh, United Kingdom Live Nation Full timeJob Title: Event Sales and Marketing StrategistWe are seeking an experienced Event Sales and Marketing Strategist to lead our corporate business team in developing, managing, and delivering inbound sales enquiries from ideas to live events. As a key member of our team, you will contribute to the short and long-term revenue and profit plans for the...
-
Risk Data and Reporting Strategist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom NatWest Group Full timeJob Summary">We are seeking a Risk Data and Reporting Strategist to join our team at NatWest Group.">The ideal candidate will have experience in financial crime, project management, and governance. ">About the Role">You will be responsible for designing, implementing, and managing key change elements of the target operating model.Improving the level of...
-
Quality Assurance Strategist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Leonardo Full timeJob OverviewAt Leonardo, we are seeking a skilled Quality Assurance Strategist to lead our Radar and Advanced Targeting line of business in Edinburgh. As one of the world's top manufacturers of radars, lasers, and infra-red countermeasure systems, we offer a unique opportunity for growth and development.About the RoleThe successful candidate will interact at...
-
Risk Management Strategist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Unreal Gigs Full timeAbout This RoleWe are seeking a skilled Risk Management Strategist to join our team at Unreal Gigs.This is an exciting opportunity for a seasoned professional to leverage their expertise in risk management to help businesses navigate uncertainties and develop strategies to reduce financial, operational, and compliance risks.Job DescriptionIdentify and Assess...
-
Human Capital Strategist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom abrdn Full timeAbout the RoleWe are seeking an experienced Human Capital Strategist to join our team at abrdn. As a key member of our Human Resources function, you will play a critical role in supporting the delivery of our HR agenda within a defined business area.Main ResponsibilitiesDevelop and implement strategic partnerships with business leaders to drive...
-
Edinburgh, Edinburgh, United Kingdom Signature Group Full timeOverviewAs a Master Culinary Strategist for Food Service Excellence, you will be operating at a senior level in our organization. Your primary responsibility will be to ensure that our menus and food offers are relevant to our customers' needs and occasions across various venues.CompensationThe salary for this role is up to £75,000 per annum, including a...
-
Senior Digital Advertising Strategist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom dentsu Full timeJob DescriptionWe are seeking an experienced Senior Digital Advertising Strategist to join our team in Edinburgh. As a key member of our digital advertising team, you will be responsible for developing and leading the technical strategy, set-up and optimisation of all personalised advertising and marketing.About DentsuDentsu is a global network designed for...
-
Business Growth Strategist
1 month ago
Edinburgh, Edinburgh, United Kingdom beBee Professionals Full time £45,000 - £65,000As Business Development Manager at beBee Professionals in Edinburgh, you will spearhead the expansion of our market reach and drive business growth through strategic client engagement and innovative sales strategies.Key Responsibilities:Develop and execute business strategies to identify new market opportunities and drive revenue growth.Forge and maintain...
-
Customer Success Strategist
1 month ago
Edinburgh, Edinburgh, United Kingdom Dayshape Full timeWe're an award-winning enterprise software scale-up with high ambitions for growth. Our advanced resource management solution, incorporating AI and intelligent automation, helps professional services firms optimize their workforce like never before. Our target customers are global firms, international networks, and large nationwide or regional organizations...
-
Data Engineering Strategist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Trustpilot Full timeAbout This RoleAs a Staff Data Engineer at Trustpilot, you will be responsible for optimizing the backbone of our data ecosystem. From implementing key data governance processes, leading the design and development of performant data infrastructure, to identifying improvement opportunities for existing pipelines, or helping integrate trusted data with varied...