Deal Operations Strategist

2 weeks ago

Edinburgh, Edinburgh, United Kingdom addepar Full time

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

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