Direct Solutions Consultant Job in Pune at Addepar

Addepar is hiring for the role of Direct Solutions Consultant!

Responsibilities of the Candidate:

• Demonstrate technical and industry expertise to onboard users and client data onto Addepar
• Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
• Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
• Ensure retention of clients driven by high client satisfaction and reference-ability
• Lead scope change to deliver high-value client outcomes aligned with client expectations
• 100% compliance with gold standard responsibilities and documentation
• Own historical data conversions from start-to-finish demonstrating Addepar’s best practice methodologies
• Prioritise and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
• Proactively communicate project health and status to internal and external senior leadership
• Think critically about how to improve our current processes and tools both internally and externally as our client base expands
• Minimise project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
• Own and lead delivery assurance for external, third-party engagements
• Be an expert on all things Addepar

Requirements:

• Professional experience in Project management, Financial Services, or Consulting is preferred. Prior client-facing experience is a plus
• Candidates must have superior communication, organizational, and time-management skills
• An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
• Process-oriented with an eye toward continuous improvement
• The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment
• Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
• Passion for technology and finance
• Occasional Travel
• [Bonus] Previous experience in investment management software implementations
• [Bonus] Previous experience with programming/scripting, specifically python
• [Bonus] Previous experience with Salesforce