Business Systems Analyst – Salesforce, GTM Systems

September 17

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Addepar

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Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

📋 Description

• Partner closely with Sales, Marketing, Customer Success, and Support to design and optimize the technology and processes that power the go-to-market motion • Serve as a critical bridge between business stakeholders and technical teams; translate complex challenges into actionable requirements and scalable solutions • Map, analyze, and improve end-to-end business processes across Sales, Marketing, Client Success, and Support • Collaborate with stakeholders to gather and prioritize business requirements; translate into clear user stories and functional specifications • Leverage hands-on Salesforce experience (Sales Cloud, Service Cloud, CPQ, etc.) to design scalable solutions and understand integration points with Marketo, Ironclad, DocuSign, NetSuite, and FinancialForce • Analyze Salesforce and related GTM data to uncover trends, measure performance, and deliver actionable recommendations • Partner with Sales Ops, Marketing Ops, and Client Success Ops to ensure GTM system design drives alignment and business outcomes • Contribute to cross-functional initiatives to ensure projects are delivered on time, on scope, and with measurable business impact • Improve the full customer journey from first touch through renewal, identify inefficiencies, and unlock growth opportunities

🎯 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 • Strong business process mapping skills (flowcharts, swimlanes, RACI) with a track record of driving measurable improvements • Excellent ability to translate between business and technical stakeholders; skilled in documentation and presentation • Bachelor’s degree in Business, IT, Finance, or related field, or equivalent experience • Preferred Certifications: Salesforce Administrator, CPQ, Service Cloud, or Experience Cloud; SAFe Certification, PMI-ACP, or equivalent Agile-based certification; Business Analyst certifications (IIBA, ECBA, CCBA, or PMI-PBA)

🏖️ Benefits

• Addepar embraces a global flexible workforce model with remote options • Reasonable accommodation for individuals with disabilities to participate in the job application, interview process, essential job functions, and other benefits • Equal opportunity employer committed to promoting a welcoming environment of inclusion and belonging