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For Companies At a Glance
- Tasks: Support sales strategy and planning through data analysis and operational insights.
- Company: Addepar, a global tech company transforming investment guidance.
- Benefits: Flexible work environment, competitive salary, and opportunities for growth.
- Why this job: Make a real impact on revenue growth while collaborating with senior executives.
- Qualifications: Bachelor’s degree in a quantitative field and 4+ years in an analytical role.
- Other info: Join a diverse team committed to innovation and client success.
The predicted salary is between 36000 - 60000 £ per year.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Addepar’s platform aggregates portfolio, market and client data for over $8 trillion in assets and integrates with more than 100 partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
The Role
Addepar is looking for a dynamic Sales Strategy and Planning Analyst to support Addepar’s fast growing sales team. This hybrid role combines elements of business analytics, sales operations and finance, requiring a mix of go-to-market design, market analysis, sales optimization, strategy and business operational support. Join our dynamic and forward-thinking team to make a significant impact on our revenue growth journey!
Success in this role means assisting the sales leaders to drive revenue growth by supporting our strategy. Projects include building a scalable reporting infrastructure, evaluating market opportunities, supporting product growth strategies, sales pipeline analysis, and regular reviews of key performance metrics. The role requires interaction with various areas of the organization and provides exposure to senior executives. The ideal candidate understands the key elements that drive success in a sales team, has a keen enthusiasm for data analysis, and excels at translating narratives into actionable strategies.
What You’ll Do
- Support extensive GTM planning processes and central initiatives through capacity planning, productivity review, market segmentation, territory carving, quota/incentive design, and more by applying data modeling and analysis expertise
- Become the analytical backbone for day-to-day operations, evaluating business performance through a data-centric lens
- Identify opportunities for improvement and efficiency by operationalizing insights through robust processes and workflows
- Collaborate with go-to-market teams to provide insights and support on projects aimed at boosting revenue and sales productivity
- Triage and troubleshoot operational issues and optimize processes, infrastructure and systems for scale
- Enable regional teams with insights, analysis, processes and tools, providing thought leadership on global projects
- Blend analytical skills with innovative inquiry, incorporating insights from sales leaders
- Uncover trends and deliver impactful insights that shape strategies and drive organizational success
Who You Are
- Bachelor’s Degree or equivalent experience in a quantitative field (e.g. Statistics, Math, Finance, Engineering, Sciences)
- 4+ years of related experience in an analytical role such as Sales Strategy, Investment Banking, Management Consulting, and/or Venture Capital/Private Equity; or 2+ years with a Master’s degree
- Excellent quantitative analysis skills, creativity in problem-solving, and strong business sense
- Experience building high-quality models and presentations
- Exceptional attention to detail and strong work ethic
- Ability to adapt in a fast-paced environment and work independently
- Excellent interpersonal, written and oral communication skills
- Proficiency in BI platforms for data extraction, analysis and visualization
- Experience with R, Python, Tableau (or similar) is a plus
Our Values
- Act Like an Owner – Think and operate with intention, purpose and care. Own outcomes.
- Build Together – Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients – Exceed client expectations. Our clients’ success is our success.
- Drive Innovation – Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning – Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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Sales Strategy and Planning employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Strategy and Planning
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Addepar on LinkedIn. Ask them about their experiences and any tips they might have for landing the Sales Strategy and Planning role. Personal connections can give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by diving deep into Addepar’s platform and its impact on investment professionals. Be ready to discuss how your analytical skills can contribute to their revenue growth journey. Show them you’re not just another candidate, but someone who understands their mission!
✨Tip Number 3
Practice your storytelling skills! You’ll need to translate data into actionable strategies, so think of examples from your past experience where you’ve done this successfully. Make it relatable and engaging – remember, they want to see your personality shine through!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team. Let’s get you on board and making an impact!
We think you need these skills to ace Sales Strategy and Planning
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Sales Strategy and Planning role. Highlight your analytical skills and relevant experience, showing us how you can contribute to our revenue growth journey.
Showcase Your Data Skills: Since this role is all about data analysis, don’t shy away from showcasing your quantitative skills. Include specific examples of how you've used data to drive decisions or improve processes in your previous roles.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured documents that are easy to read, so make sure your key achievements stand out without unnecessary fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Addepar
✨Know Your Numbers
Before the interview, brush up on your quantitative analysis skills. Be prepared to discuss specific metrics and data points relevant to sales strategy and planning. This will show that you understand the analytical backbone of the role and can speak the language of data.
✨Showcase Your Problem-Solving Skills
Think of examples where you've identified opportunities for improvement in previous roles. Be ready to explain how you operationalised insights into actionable strategies. This will demonstrate your creativity in problem-solving and your ability to drive efficiency.
✨Familiarise Yourself with Addepar's Values
Take some time to understand Addepar’s core values. Be prepared to discuss how you embody these values in your work. This will help you connect with the interviewers and show that you're a good cultural fit for the team.
✨Prepare Insightful Questions
Have a list of thoughtful questions ready to ask during the interview. Focus on topics like market opportunities, sales productivity, and how the team collaborates on projects. This shows your enthusiasm for the role and your proactive approach to understanding the company.
