Addepar-posted 3 months ago
$115,000 - $173,000/Yr
Mid Level
Salt Lake City, UT
1,001-5,000 employees

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. We are seeking a highly analytical and process-oriented Business Analyst that has hands-on expertise with industry standard business applications such as Salesforce. This role will serve as a critical bridge between our business stakeholders and our technical teams, transforming complex business challenges into actionable requirements. The ideal candidate will act as a partner, and not an order taker; challenging the status quo, identifying inefficiencies, unlocking growth opportunities, and helping to ensure a seamless customer journey across our complete customer lifecycle.

  • Analyze, document, and propose improvements to business processes within Sales, Marketing, Customer Success, and Support.
  • Collaborate with stakeholders to gather, document, and prioritize business requirements for new features and enhancements.
  • Use your knowledge and previous experience to understand how a requirement may translate into implementation tasks in Salesforce or other integrated applications.
  • Use data from Salesforce and other systems to identify trends, measure performance, and provide actionable insights.
  • Work closely with cross-functional teams, including Sales Operations, Marketing, and Customer Service, to ensure alignment and successful project delivery when executing on major internal initiatives.
  • Minimum of 5+ years of experience as a Business Analyst or in a similar role.
  • Proven experience with Salesforce, including administration, configuration, and a strong understanding of its Sales and Service Clouds.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Strong written and verbal communication skills, with the ability to translate technical concepts for non-technical audiences.
  • A solid understanding of business process mapping and documentation (e.g., flowcharts, swimlane diagrams).
  • Bachelor's degree in Information Technology, Business Management/Administration, Finance or a related field, or equivalent experience.
  • Certifications in Salesforce CPQ, Salesforce ServiceCloud, Salesforce ExperienceCloud, Salesforce Admin, SAFe Certification, PMI-ACP or equivalent Agile based Certification.
  • Business Analyst certifications such as Intl Institute of Business Analysis (IIBA), ECBA or CCBA, PMI Professional Business Analysis (PMI-PBA).
  • Exposure to technologies such as Certinia (FinancialForce), Ironclad CLM, Docusign, NetSuite, Databricks (including AI Agents), ETL tools such as boomi, Informatica, Mulesoft.
  • $115,000 - $173,000 + bonus + equity + benefits.
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