Business Systems Analyst - Salesforce & GTM Systems at Addepar

Salt Lake City, Utah, United States

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$115,000 – $173,000Compensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, Financial Services, FintechIndustries

Requirements

5+ years as a Business Analyst or in a similar role supporting GTM organizations
Experience in financial services, investment technology, or enterprise SaaS strongly preferred
Proven hands-on experience with Salesforce administration/configuration and deep knowledge of Sales Cloud and Service Cloud
Exposure to complementary GTM applications such as CPQ, CLM, FinancialForce, DocuSign, Ironclad, Marketo, NetSuite, or equivalent
Analytical & Process-Oriented skills
Legally authorized to work in the United States without requiring current or future visa sponsorship

Responsibilities

GTM Process Analysis & Optimization: Map, analyze, and improve end-to-end business processes across Sales, Marketing, Client Success, and Support
Requirements Gathering: Collaborate with stakeholders to gather and prioritize business requirements; translate into clear user stories and functional specifications
Salesforce & GTM Application Expertise: Leverage hands-on Salesforce experience (Sales Cloud, Service Cloud, CPQ, etc.) to design scalable solutions; understand integration points across systems such as Marketo, Ironclad, DocuSign, NetSuite, and FinancialForce
Data & Insights: Analyze Salesforce and related GTM data to uncover trends, measure performance, and deliver actionable recommendations
Stakeholder Collaboration: Partner with Sales Ops, Marketing Ops, and Client Success Ops to ensure GTM system design drives alignment and business outcomes
Project Delivery: Contribute to cross-functional initiatives, ensuring projects are delivered on time, on scope, and with measurable business impact

Skills

Salesforce

GTM Systems

Business Analysis

Requirements Gathering

Process Optimization

Salesforce Configuration

CRM

Customer Journey Mapping

Addepar

Investment management software for financial professionals

About Addepar

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Mountain View, CaliforniaHeadquarters

2009Year Founded

$625.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

Risks

Addepar's trading platform faces competition from established trading solutions.

Generative AI integration may introduce risks of AI biases affecting investment decisions.

Reliance on partnerships could pose risks if expected growth is not achieved.

Differentiation

Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.

The platform integrates with over 100 partners, offering a comprehensive wealth management solution.

Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

Upsides

Addepar's new trading platform enhances advisor workflows and client insights.

Partnerships with firms like Corient expand Addepar's client base and market reach.

Generative AI integration offers innovative solutions for managing tech disruption risks.

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