Remote Navigator Product Adoption Specialist

Summary

The job is for a Navigator Product Adoption Specialist at Addepar, a global technology company that helps investment professionals make informed decisions. The role involves increasing product adoption, training clients, developing technical solutions, and providing critical client feedback.

Requirements

• Bachelor’s degree or equivalent
• A minimum 2 years of applicable experience in capital markets/financial services or the financial technology industry

Responsibilities

• Work directly with clients to drive Navigator engagements (client outreach, meetings, etc.) and results (client usage, transactions, and revenues)
• Engage cross-functionally to communicate product needs and client feedback to appropriate teams

Preferred Qualifications

Preferred experience conducting cash flow forecasting for an RIA, Family Office or other Institution, particularly for portfolios with private funds, using either Excel or portfolio projection software

Benefits

The range for this role is $72,000 - $113,000 (base salary) + bonus + equity + benefits