Sr. Data Solutions Strategist

Addepar

11h

About The Position

Addepar is a global data and AI platform that empowers investment professionals to transform complex financial information into actionable intelligence. The platform unifies portfolio, market, and client data, providing AI-powered insights within investment and client workflows. Over 1,400 firms in nearly 60 countries utilize Addepar to manage and advise on approximately $9 trillion in assets. Its open platform integrates with nearly 650 software, data, and consulting partners to support end-to-end investment operations for firms of varying sizes and complexities. Addepar maintains offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo. Addepar is actively expanding its Data Exchange (ADX), a managed Data Lakehouse designed to modernize the global investment landscape, along with its Premier Data Validation and Sandbox suites. This role seeks a quota-carrying commercial expert to serve as the technical leader for this ecosystem. The individual will be responsible for the 'Technical Win' and will have a dedicated revenue target, focusing on architecting data strategies that enable large-scale financial institutions to transition from fragmented legacy systems to a unified, scalable infrastructure. The primary objective is to address the industry's significant challenge of data integrity by leveraging automated validation for high-fidelity reporting and Sandbox environments to mitigate risks associated with complex migrations. This position involves re-engineering the data backbone of global wealth management, not merely selling software. ADX is a cutting-edge, fully managed Data Lakehouse that offers clients a modern data platform, providing control over the entire data lifecycle, including management, storage, processing, analysis, and mature data deployment. The Sandbox is a dedicated environment for secure testing of workflows and integrations. The Premier Validation Offering is a service designed to reduce data validation cycles, manual investigations, and cross-system inconsistencies, helping clients establish a robust data foundation.

Requirements

Bachelor’s degree or equivalent
10+ years of experience in Fintech or Financial Services, with a background in individual quota-carrying roles across Enterprise Data or Infrastructure Sales.
Expert at navigating the financial data landscape; able to translate data workflows and integration requirements into Data Lakehouse architecture solutions for business, operations, and technical stakeholders that enable high-velocity decisions.
Proven ability to lead the "Technical Win" and hit revenue targets within complex, multi-stakeholder institutional sales cycles.
Experienced in transitioning firms from fragmented legacy silos to modern, managed infrastructure (ADX).
Focused on solving data challenges by positioning Automated Validation as a mission-critical tool for operational efficiency.
Skilled at using Sandbox and Testing environments as commercial levers to de-risk enterprise-scale migrations and neutralize technical objections.
Ability to synthesize market intelligence to directly influence Product and Engineering roadmaps.
Exceptional ability to translate complex technical "plumbing" into a compelling commercial ROI for C-suite stakeholders.
Strong collaboration and interpersonal skills: Ability to quickly build trust and strong relationships with internal stakeholders- sales, deployments, CSMs, PMs, designers, and engineers.
A genuine interest in delivering results for customers (Client-centric).
Self-starter that can both identify and solve problems.
Analytical ability - Be entrepreneurial by taking a data-based approach.

Responsibilities

Develop in-depth, technical knowledge of product features, benefits, and applications to serve as the go-to expert.
Monitor market trends, competitor activity, and customer feedback to guide product improvements and Go-To-Market (GTM) strategy with marketing, sales, and product teams.
Collaborate with sales/marketing teams to create promotional materials, deliver product presentations, and assist with sales closures.
Work closely with GTM sales to identify opportunities with both new and existing clients; Drive technical strategy for complex data migrations and Lakehouse adoption.
Create & articulate compelling value propositions that address our clients' specific needs.
Manage and forecast sales activity and opportunities using Salesforce.
Create training materials and conduct sessions for internal teams (sales, customer service) and external partners.
Help educate the GTM teams on successful use cases, wins and losses, and upcoming product features and functionality.
Interact with customers to understand needs, provide technical support, and resolve issues, directly impacting customer experience.
Support existing clients deriving value from the product and ensuring their use cases are captured.
Work with design and engineering teams to oversee product development, enhancements, and launch activities.