Strategic Initiatives & Client Operations Analyst

Addepar(1 day ago)

HybridFull TimeMedior$75,000 - $117,000Go-To-Market (GTM)

About this role

A GTM Strategic Initiatives professional at Addepar helps translate high-level business strategy into actionable projects and change-management efforts for Go-To-Market teams. The role serves as an operational backbone for complex cross-functional initiatives within a global SaaS organization, ensuring alignment between strategy, people, process, and technology.

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Required Skills

Data Analysis
Problem Solving
Process Documentation
Change Management
Project Management
Stakeholder Management
Excel
BI Tools
Communication
Process Optimization

Qualifications

Bachelor's Degree

About Addepar

addepar.com

Addepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.