Addepar
Services Sales Consultant
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Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
The Role
The Services Sales Consultant (SSC) plays a critical role in shaping the implementation journey for prospective and existing clients across the EMEA region. This role partners closely with Sales to define, position, and sell professional services delivered by Addepar and Addepar-certified partners.
The SSC is deeply knowledgeable in implementation and adoption methodologies and ensures that services engagements are positioned as win-win outcomes for both clients and Addepar. They tailor best-practice implementation approaches, roles, and technology recommendations to meet client requirements and regional market needs.
During the sales process, the SSC works closely with Account Executives, Solutions Engineers, and other Go-To-Market (GTM) partners, engaging with stakeholders ranging from C-suite executives to operational leaders to structure and sell professional services engagements.
This is a highly visible opportunity to gain broader exposure within Addepar’s GTM organisation, contribute directly to revenue growth, and deepen understanding of Addepar’s sales motion, positioning, and client strategy across the UK and EMEA markets.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
What You’ll Do
- Represent Professional Services in sales cycles for both prospects and existing clients, partnering with Sales to develop high-quality services proposals, Statements of Work (SOWs), and commercial terms
- Collaborate with the Sales organisation on assigned opportunities to define and execute the services strategy
- Understand customer needs and the competitive landscape in the UK and EMEA markets to effectively position the value of Addepar Professional Services
- Present Addepar Services offerings and value propositions to prospective and existing clients
- Partner with Professional Services delivery teams and Solutions Engineers to scope services required to support Addepar technology implementations, integrations, and scale
- Create, validate, and present Professional Services proposals to clients
- Lead or support the Professional Services SOW and contracting process
- Drive increased strategic engagement and sales maturity within Services Sales, collaborating closely with Customer Success, Sales, Marketing, Finance, and Operations
- Support post-implementation services sales, including advanced implementation phases, advisory services, managed services, and education and training offerings
- Partner with Account Management to identify and pursue new services opportunities within the existing client base
- Act as a trusted advisor to internal and external stakeholders, including senior leadership, based on deep product, solution, and programme expertise
- Contribute to the development and refinement of services sales methodologies, tools, and programmes
- Maintain accurate pipeline, forecasting, and opportunity data within Salesforce
- Ensure effective communication, hand-offs, and knowledge transfer to post-implementation delivery teams
- Support effective CPQ modelling to align services offerings with Addepar’s sales processes
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Who You Are
- You bring 5+ years of experience in professional services sales, sales engineering, solutions consulting, or client-facing services delivery, ideally within enterprise SaaS, fintech, or wealth/asset management technology
- You have strong commercial instincts and enjoy partnering closely with Sales and client-facing teams
- You are confident engaging with senior client stakeholders and translating business needs into structured services solutions
- You are organised, detail-oriented, and comfortable managing multiple opportunities in parallel
- You thrive in collaborative, fast-moving environments and are motivated by learning and growth
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Our Values
- 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.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
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