{"id":1257971,"url":"https://alion.io/job/addepar-services-sales-consultant","title":"Services Sales Consultant","company":{"id":3243,"name":"Addepar","domain":"addepar.com","url":"https://alion.io/company/addepar","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":80,"open_postings":10,"ghost_share":0,"stale_share":0.6,"repost_share":0,"time_to_fill_p50_days":62,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Edinburgh, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":67000,"max_usd":131000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":138},"experience_years_min":5,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-09-25T15:27:20Z","employer_posted_date":"2026-10-07","last_verified_at":"2026-10-31T03:41:09Z","board_verified":true,"closed_at":null,"days_open":35,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":35},"description":"Who We Are\nAddepar 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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.\nThe Role\nThe 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.\nThe 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. They tailor best-practice implementation approaches, roles, and technology recommendations to meet client requirements and regional market needs.\nDuring the sales process, the SSC works closely with Account Executives, Solutions Engineers, and other Go-To-Market (GTM) partners, engaging with stakeholders ranging from C-suite executives to operational leaders to structure and sell professional services engagements.\nThis is a highly visible opportunity to gain broader exposure within Addepar’s GTM organisation, contribute directly to revenue growth, and deepen understanding of Addepar’s sales motion, positioning, and client strategy across the UK and EMEA markets.\nApplicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\nWhat You’ll Do\nRepresent 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\nCollaborate with the Sales organisation on assigned opportunities to define and execute the services strategy\nUnderstand customer needs and the competitive landscape in the UK and EMEA markets to effectively position the value of Addepar Professional Services\nPresent Addepar Services offerings and value propositions to prospective and existing clients\nPartner with Professional Services delivery teams and Solutions Engineers to scope services required to support Addepar technology implementations, integrations, and scale\nCreate, validate, and present Professional Services proposals to clients\nLead or support the Professional Services SOW and contracting process\nDrive increased strategic engagement and sales maturity within Services Sales, collaborating closely with Customer Success, Sales, Marketing, Finance, and Operations\nSupport post-implementation services sales, including advanced implementation phases, advisory services, managed services, and education and training offerings\nPartner with Account Management to identify and pursue new services opportunities within the existing client base\nAct as a trusted advisor to internal and external stakeholders, including senior leadership, based on deep product, solution, and programme expertise\nContribute to the development and refinement of services sales methodologies, tools, and programmes=\nMaintain accurate pipeline, forecasting, and opportunity data within Salesforce\nEnsure effective communication, hand-offs, and knowledge transfer to post-implementation delivery teams\nSupport effective CPQ modelling to align services offerings with Addepar’s sales processes\nWho You Are\nYou bring 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\nYou have strong commercial instincts and enjoy partnering closely with Sales and client-facing teams\nYou are confident engaging with senior client stakeholders and translating business needs into structured services solutions\nYou are organised, detail-oriented, and comfortable managing multiple opportunities in parallel\nYou thrive in collaborative, fast-moving environments and are motivated by learning and growth\nOur Values \nAct Like an Owner - Think and operate with intention, purpose and care. Own outcomes.\nBuild Together - Collaborate to unlock the best solutions. Deliver lasting value. \nChampion Our Clients - Exceed client expectations. Our clients’ success is our success. \nDrive Innovation - Be bold and unconstrained in problem solving. Transform the industry. \nEmbrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. \nIn 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.\nWe 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.\nPHISHING 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 .","description_format":"text","description_chars":6322,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance","Financial Data & Market Intelligence"],"lifecycle":[{"event":"open","at":"2026-09-25T19:34:37Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Senior or Specialist Worker, Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Global Business Mobility: Senior or Specialist Worker; Skilled Worker","cap_exempt":false,"checked_at":"2026-10-30T06:20:16+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":{"score":56,"band":"ok","label":"Likely open","p_open":1,"p_active":0.626,"p_room":0.9,"age_days":34,"expected_fill_days":62,"reasons":["conf:0","stale_co","velocity","win:mid","comp:brand"],"computed_at":"2026-10-30T05:48:23Z"},"pay":null,"html_url":"https://alion.io/job/addepar-services-sales-consultant","json_url":"https://alion.io/job/addepar-services-sales-consultant.json","meta":{"generated_at":"2026-10-31T05:33:59Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8029,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-01T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3243},"rest":"https://alion.io/mcp/rest/get_company?id=3243"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Faddepar-services-sales-consultant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Faddepar-services-sales-consultant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Faddepar-services-sales-consultant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/addepar-services-sales-consultant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Faddepar-services-sales-consultant"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1257971}},{"tool":"search_jobs","arguments":{"company":"addepar.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1257971},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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