Addepar - Partner Delivery Manager
Requirements
• 7+ years experience in Financial Services or Consulting in related fields in client/ partner facing roles • 2+ years experience implementing Addepar clients • Candidates must have outstanding communication, organizational, and time-management skills • The ideal candidate must be independent, adaptable and can thrive in a fast-paced environment • Strong communication skills to train and communicate optimally with clients via email, on the phone and face-to-face in one-on-one and group settings • Passion for technology and finance • Experience with programming/scripting, specifically Python • Occasional Travel • Previous experience in investment management software implementations • Previous experience with project management • 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
• Leads the success of partner-led implementation projects driving shared ownership with channel partners in the best client outcomes • Provide oversight and guidance on partner projects ensuring shared implementation framework and methodologies are established and practiced throughout client onboarding • Facilitates proper coordination and communication between partners and internal Services, Data and Support teams ensuring proper project delivery from all teams and seamless transitions at appropriate project turning points • Assess and be responsible for the success of add-on projects and partner delivery assurance • Be the go to resource for all partners supporting, technical and business needs • Provide experienced guidance to partners with architecting and onboarding supported integrations • Serve as an escalation point for Support personnel with respect to technical issues • Demonstrate technical and industry expertise to lead partner engagements to transition clients and their data onto Addepar • Partner with key internal stakeholders to scale Addepar’s Partnership Services program • Educates Services, Sales and Marketing about Partnership offerings, fit and standard methodologies, helping to create documentation, training and enablement materials • Effectively set, lead, and communicate expectations both internally and externally • Prioritize and context-switch successfully to complete simultaneous projects, seeing each through to the finish line • Meticulously document work and influence others to do so as well • Think critically about how to improve our current processes and tools both internally and externally as our partner and client base expands • Be an authority on all things Addepar
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