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Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
The Services Sales Consultant (SSC) plays a critical role in shaping the implementation journey for prospective and existing clients across the EMEA region. This role partners closely with Sales to define, position, and sell professional services delivered by Addepar and Addepar-certified partners. The SSC is deeply knowledgeable in implementation and adoption methodologies and ensures that services engagements are positioned as win-win outcomes for both clients and Addepar.
Key responsibilities include:
- 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
This is a highly visible opportunity to gain broader exposure within Addepar's Go-To-Market organisation, contribute directly to revenue growth, and deepen understanding of Addepar's sales motion, positioning, and client strategy across the UK and EMEA markets.
REQUIREMENTS:
- 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
- Strong commercial instincts and ability to partner closely with Sales and client-facing teams
- Confidence engaging with senior client stakeholders and translating business needs into structured services solutions
- Organised, detail-oriented, and comfortable managing multiple opportunities in parallel
- Ability to thrive in collaborative, fast-moving environments and motivation by learning and growth
- Right to work in the United Kingdom from the first day of employment (visa sponsorship not available)
