Addepar - Services Sales Consultant
Requirements
• You bring 5+ years of experience in professional services sales, sales engineering, solutions consulting, or client-facing services delivery, ideally within enterprise SaaS, fintech, or wealth/asset management technology • You have strong commercial instincts and enjoy partnering closely with Sales and client-facing teams • You are confident engaging with senior client stakeholders and translating business needs into structured services solutions • You are organised, detail-oriented, and comfortable managing multiple opportunities in parallel • You thrive in collaborative, fast-moving environments and are motivated by learning and growth • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• Represent Professional Services in sales cycles for both prospects and existing clients, partnering with Sales to develop high-quality services proposals, Statements of Work (SOWs), and commercial terms • Collaborate with the Sales organisation on assigned opportunities to define and execute the services strategy • Understand customer needs and the competitive landscape in the UK and EMEA markets to effectively position the value of Addepar Professional Services • Present Addepar Services offerings and value propositions to prospective and existing clients • Partner with Professional Services delivery teams and Solutions Engineers to scope services required to support Addepar technology implementations, integrations, and scale • Create, validate, and present Professional Services proposals to clients • Lead or support the Professional Services SOW and contracting process • Drive increased strategic engagement and sales maturity within Services Sales, collaborating closely with Customer Success, Sales, Marketing, Finance, and Operations • Support post-implementation services sales, including advanced implementation phases, advisory services, managed services, and education and training offerings • Partner with Account Management to identify and pursue new services opportunities within the existing client base • Act as a trusted advisor to internal and external stakeholders, including senior leadership, based on deep product, solution, and programme expertise • Contribute to the development and refinement of services sales methodologies, tools, and programmes= • Maintain accurate pipeline, forecasting, and opportunity data within Salesforce • Ensure effective communication, hand-offs, and knowledge transfer to post-implementation delivery teams • Support effective CPQ modelling to align services offerings with Addepar’s sales processes
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