Head of Product Adoption Solution Specialists jobs in United States
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Addepar · 1 day ago

Head of Product Adoption Solution Specialists

positionNew York, NY
timeFull-time
remoteOnsite
seniorityDirector/Executive
money$185K/yr - $289K/yr
date10+ years exp

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Head of Product Adoption Solution Specialists will lead a team of specialists, focusing on sales growth, product adoption, and client retention across various solutions.

Financial ServicesFinTechSaaSSoftware
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Comp. & BenefitsbadNo H1Bnote

Responsibilities

Hire, mentor, and lead a diverse team of solution-specific specialists
Develop and execute a unified strategy to acquire new customers and expand existing relationships
Partner with GTM sales leaders to identify opportunities and ensure the team carries and meets quotas for specialized solutions
Refine the sales cycle by ensuring prospects align with our Ideal Client Profile (ICP) and receive unified messaging from the start
Oversee initiatives to increase product usage, develop technical solutions for clients, and drive results in client transactions and revenues
Collaborate with Marketing, Sales, and Product teams to align go-to-market strategies with business objectives and inform product roadmaps based on client feedback
Manage and forecast sales activity using Salesforce
Educate GTM teams on successful use cases, market trends, and upcoming product functionality
Build strategic relationships with key stakeholders and influence industry trends by articulating compelling value propositions for complex financial data solutions

Qualification

Financial services experienceSales strategyTeam leadershipClient retentionSalesforce proficiencyCross-functional collaborationClient-centric approachExceptional communicationStrategic mindsetProblem-solving

Required

10+ years of applicable experience in financial services or the fintech industry, with a proven track record of leading sales or specialist teams
Deep understanding of Alternatives, financial data lakehouses, and portfolio management concepts
Ability to take an entrepreneurial, data-based approach to solving complex problems and identifying market opportunities
Demonstrated ability to present to and influence key stakeholders, both internally (Product, Engineering, Sales) and externally
A genuine interest in delivering results for customers and a passion for the intersection of technology and finance
Bachelor's degree or equivalent required

Benefits

Bonus
Equity
Benefits

Company

Addepar

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Addepar is a software and data platform for even the most complex investment portfolios.
dateFounded in 2009
location
Mountain View, California, USA
people-size1001-5000 employees
web-link
https://addepar.com

Funding

Current Stage
Late Stage
Total Funding
$761.36M
Key Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M

Leadership Team

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Eric Poirier
CEO
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Bob Pisani
Chief Technology Officer
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Recent News

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Company data provided by crunchbase