About the position
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.
Responsibilities
- Build and maintain reporting frameworks for lead lifecycle, focusing on metrics like lead conversion, scoring, routing, and engagement.
- Track lead performance to spot trends and improvement areas.
- Set up a reliable data infrastructure for scalable attribution across marketing and sales.
- Streamline data processes for accurate reporting and insights.
- Partner with performance marketing, product marketing, and sales teams to ensure accurate full-funnel lead reporting.
- Provide insights to improve lead generation and management.
- Enhance lead lifecycle processes like enrichment, scoring, routing, and conversion rate optimization.
- Work with stakeholders to improve lead quality and funnel efficiency.
- Maintain the marketing tech stack, ensuring smooth integration between platforms like Marketo and Salesforce.
- Create executive dashboards and reporting systems for lead management visibility.
- Assist in automating marketing and lead management workflows to improve efficiency and scalability.
Requirements
- 4+ years of experience in a related role with a Bachelor's degree or equivalent experience, or 2+ years with a Master's degree.
- Strong understanding of lead lifecycle processes, lead scoring, and routing within marketing platforms (e.g., Marketo, Salesforce).
- Experience with marketing data analysis and reporting is essential.
- Analytical mindset with a proven ability to track and report on lead performance, identifying key trends and actionable insights.
- Ability to document and maintain clear processes and reporting structures and ensure data accuracy across the marketing funnel.
- Strong interpersonal and communication skills with the ability to work effectively across marketing, sales, and technical teams.
- Comfortable working in a fast-paced, dynamic environment with the ability to prioritize and manage multiple projects at once.
Benefits
- Base salary range of $89,000 - $139,000 + bonus + equity + benefits.
