Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers 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. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is assisting the process of clients onboarding and authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Support Specialists role sits at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization. Important: The working schedule for this role is from 6:30 PM to 3:30 AM IST, U.S. business days. What You’ll Do - Manage the alternatives data onboarding process for new and existing Addepar clients, which includes but is not limited to: - Guide Clients Through Template Completion: Provide clear guidance and support to clients in accurately completing necessary onboarding templates - Manage LOA Generation and Signing: Oversee the Letter of Authorization (LOA) process, including generation, client follow-up for signatures, and ensuring timely completion - Drive Asset Manager Outreach: Proactively engage with Asset Managers to facilitate data connectivity and resolve onboarding queries - Coordinate Credential Management: Establish and securely store client credentials within LastPass, ensuring adherence to security protocols - Facilitate ADM Connections: Coordinate the setup and connectivity for Addepar Data Management (ADM) integrations - Maintain Workflow Tracking: Ensure accurate and up-to-date tracking of all onboarding workflows within our dashboards - Update Salesforce and Track Milestones: Maintain accurate client information and track key onboarding milestones within Salesforce - Working with AI initiatives:- Drive the use of machine learning to reduce manual data entry and increase the productivity of our end-to-end project lifecycle Who You Are - 3+ years of work experience in the financial advisory or FinTech industries, preferably in a client onboarding or alternatives data function. - Experience in client onboarding or a related operational role within the financial services or technology sector. - Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously. - Excellent communication and follow-up skills to effectively interact with clients and internal teams. - Proficiency in using operational dashboards, CRM systems, and password management tools. - Ability to identify process improvements and contribute to enhancing operational efficiency. - A proactive approach to problem-solving and a commitment to delivering a positive client experience. 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. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.

• Provide comprehensive onboarding and product adoption support to customers implementing the brightwheel product suite. • Support a rolling portfolio of approximately 100+ customer accounts over the typical 4–12 week onboarding lifecycle, including both pre-opening administrators and newly launched centers. • Plan and execute onboarding activities in a manner that supports agreed-upon milestones and successful platform activation. • Help address and overcome customer objections by clearly articulating brightwheel’s value and building confidence in the positive operational impact of the platform. • Diagnose, troubleshoot, and assist with resolving technical or configuration challenges customers encounter during system setup and early usage. • Coordinate with Brightwheel team members, as needed, to fulfill onboarding deliverables and ensure a smooth customer experience (e.g., Sales, Support). • Apply strong critical thinking and problem-solving skills to accurately identify root causes, assist with investigating issues, and support timely resolution. • Consistently reinforce the value of the brightwheel platform throughout onboarding to support long-term product adoption and customer success.

• Deliver structured and effective onboarding programs for new sales reps, with a focus on sales techniques, discovery, cold calling, objection handling, and pricing negotiations • Design and/or run practical training sessions, role-plays, and practice rounds that help new hires build confidence and real-world skills quickly • Maintain onboarding plans tailored to different rep profiles, ensuring faster and more consistent ramp-up times • Embed best practices and company-approved sales techniques through regular sessions, practice rounds, and structured feedback loops • Support the rollout and adoption of new sales programs, tools, and initiatives across the global sales organization • Act as the bridge between sales leadership, the enablement team, and frontline reps — keeping everyone informed, aligned, and moving forward

Role: Principal Client Onboarding & Implementation Manager Location: Remote (US) — must reside in New York or Massachusetts. We're currently only set up to employ in a limited number of US states. Candidates outside NY or MA unfortunately can't be considered for this role. Who are we? Ometria is a Customer Data and Experience Platform built for retail marketers to be the fastest route to sustainable growth. Our platform combines the data unification and customer insight of a CDP with an experience platform, letting retail marketers plan and launch their most profitable campaigns and create personalised experiences across email, mobile, on-site, social, direct mail and more. We're trusted by some of the fastest-growing retail brands in the world, including Brooklinen, Davines, Steve Madden and Sephora. We have over 120 Ometrians across North America and Europe, and have raised $75m from investors including Infravia Capital Partners, Octopus Ventures and Summit Action. The role Reporting to the VP of Professional Services, you'll be the most senior post-sales technical delivery resource in North America, owning the end-to-end onboarding and integration of our largest and most complex enterprise clients. These are multi-market retailers with bespoke integration requirements, multiple internal stakeholders and high expectations. You'll take full ownership of project delivery — from scoping and planning through to go-live and beyond — while working closely with our North American CS, Sales and Solutions Architecture teams and partnering with the wider Professional Services team in EMEA. This is a role for someone who is as comfortable in a room with a CTO as they are in the weeds of a complex data integration. You'll set the standard for enterprise delivery in the US and play a meaningful part in how we build and refine our PS practice as the business grows. What you'll be doing Own enterprise project delivery end to end - Lead onboarding and integration projects for our most complex North American enterprise accounts, managing all internal and external stakeholders to agreed timelines and deliverables - Create and maintain detailed project plans that account for the complexity of multi-market, multi-stakeholder environments - Proactively identify and manage risks throughout the project lifecycle, escalating where needed and resolving blockers before they become client issues - Ensure every integration solves the client's agreed use cases and that all custom-built work is fully documented with clear alerting and maintenance in place Drive stakeholder alignment and client confidence - Build and maintain strong relationships with both technical stakeholders (CTOs, Directors of Digital, tech agencies) and commercial stakeholders (CMOs, Marketing Directors) at enterprise level - Lead client meetings with clear agendas, structured talk tracks and timely follow-up - Set and manage expectations clearly throughout — on timelines, deliverables and communication cadences - Provide regular, accurate visibility on project status and client sentiment to the VP of Professional Services and the wider CS and Sales leadership Collaborate across North America and EMEA - Act as the primary PS contact for the North American CS, Sales and Solutions Architecture teams, providing technical project expertise and joining client conversations when needed - Work closely with the EMEA Professional Services team, contributing to shared processes, documentation and knowledge - Feed client and delivery insights back into the product and engineering teams to help shape how we develop and improve the platform Raise the bar on PS practice - Take ownership of reviewing and improving delivery processes, documenting changes and measuring their impact - Contribute to how we onboard, train and develop the wider PS team - Share your experience and approach generously. Collaborate with Product to ensure we deliver best-in-class integrations, channelling feedback from the field into roadmap decisions About you - 7+ years of technical project management experience in an enterprise SaaS organisation, with a track record of delivering complex integrations for large, multi-stakeholder clients — ideally in retail, ecommerce or MarTech - Technical depth — you have a strong working knowledge of APIs, data feeds and system integrations, and can hold your own with technical stakeholders. You can debug, document and communicate technical requirements clearly without losing the client - Stakeholder gravitas — you're credible and comfortable with senior commercial and technical stakeholders alike. You know how to hold a constructive conversation when priorities conflict and how to drive urgency without damaging relationships - Project management rigour — your plans are detailed, your risk logs are accurate and your clients always know where things stand. You don't let things drift - Retail and ecommerce fluency — you understand how retailers are structured, how their tech stacks work and what they ultimately care about. You can translate platform capabilities into commercial outcomes - Organised and accountable — you manage a complex portfolio without dropping balls. Your documentation is thorough, your stakeholders are informed and your delivery record speaks for itself - A collaborator who operates independently — you're part of a global team but you're the only PS person in your region. You know when to reach out and when to get on with it The salary range for this role is $150,000 to $180,000. The final pay offered may vary based on several factors, such as job-specific knowledge, skills, and experience.