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Salary: USD 184,000 - 230,000 / annual
Addepar is a global data and AI platform serving investment professionals, managing nearly $9 trillion in assets across 1,400+ firms in 60 countries. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment workflows, with an open platform integrating 650+ software and data partners.
You will lead and scale Addepar's go-to-market strategy and revenue planning functions, sitting at the intersection of strategic planning, commercial operations, and pricing strategy. This role carries significant growth potential as the GTM organization scales.
Key responsibilities include:
- Drive the annual and in-year GTM planning cycle, including revenue planning by market/geography/product, capacity and headcount planning, market segmentation, quota design, and margin planning
- Translate company targets into bottoms-up revenue plans with clear market, segment, and channel assumptions that align Sales, Finance, and executive leadership
- Own ongoing pacing and performance reporting against plan, leveraging AI-driven forecasting and anomaly detection to give leadership real-time visibility into revenue attainment, pipeline health, and forecast accuracy
- Maintain rigorous assumption tracking across GTM plans using AI-driven pattern recognition to flag real-time shifts in key drivers and deploy dynamic scenario modeling
- Define and refine Addepar's go-to-market pricing framework, including deal structure guidelines, tiered packaging, and discount thresholds
- Partner cross-functionally with Finance, Product, and Marketing to build pricing models, revenue scenarios, and business cases
- Drive deep cross-functional collaboration within Sales & Operations and across Product, Finance, Marketing, and Client teams
- Lead the territory carving process to ensure optimal coverage and rep productivity
You will lead a team and initiatives spanning pricing strategy, market segmentation, sales productivity, and operational infrastructure, establishing operational objectives and partnering closely with senior leaders across the organization.
