Client Operations Analyst

The Role

Addepar is looking for a Client Operations Analyst to support teams across the Addepar Go To Market Organisation. You will work closely with all of our Go-to Market Teams, including Client Management, Solutions Architecture, Project Management, Support, Sales and Training. Your role has a dual purpose:

Optimise key business processes & systems;

Maintain operational administration of systems (such as Salesforce & FinancialForce)

What You’ll Do

• Provide analytics and reporting to support the Client Management team, client-facing projects, and to improve business processes
• Able to interpret analytics to tell a client story; train Account Managers on how to use dashboards and data to deeply understand client health
• Partner with the team leads to optimise processes and policies
• Maintain FinancialForce and Salesforce data hygiene and own system data integrity.
• Detail operational knowledge, issues, processes, and methodologies in reference materials
• Consult with external teams (e.g., Finance, Legal, Sales, etc.) to build robust cross-functional processes and support cross-team handoffs
• Build content & processes to continually improve Addepar's Assurance offering to prospects, clients & partners.
• Ensure timely and accurate delivery of external questionnaires & requests for information from our prospects, clients & partners
• Develop and lead internal training on standard methodologies and processes.

Who You Are

• 1+ years of applicable experience
• Ability to analyse large data sets and provide concrete recommendations
• Strong Excel / PowerPoint skills
• Excellent interpersonal, written, and oral communication skills
• Excellent listening skills and the ability to ask probing questions, understand concerns, and navigate objections
• Strong work ethic and self-starter, able to effectively prioritise and adapt within a fast-paced business environment
• Strong partnership skills
• Genuine passion for supporting team members and clients