The Role

As part of the broader Addepar Go to Market organization, the Data Client Support team is responsible for ensuring our clients receive first-class support experience and are able get the most value out of their data in Addepar. The Data Client Support team sits at the nexus of Addepar's activity and requires daily communications with clients, data providers, engineers, and other personnel across the company.

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $86,000 - $107,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
What You'll Do

• Address client inquiries related to Addepar's portfolio data feeds and general data product functionalities within established SLAs
• Manage and complete requests from internal data teams that require client outreach and/or action to resolve data verification issues
• Investigate client reported bugs and data processing issues, and triage with Engineering & Product when needed
• Partner with Account Managers, Solutions Architects, and other members of GTM to drive alignment on data related escalations and ensure positive outcomes for clients
• Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services

Who You Are

• 3+ years of work experience in the financial investment/advisory industry with solid understanding of capital markets, portfolio accounting and customer relationship management
• Outstanding communication and interpersonal skills with excellent attention to detail
• Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes
• Proactive and diligent in documenting team processes and finding opportunities to improve team workflows.
• Willing to work flexible hours
• Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Databricks, Bloomberg, or other common financial services systems and applications is preferable

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.