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Sales Strategy & Operations Analyst - Job Opportunity at Addepar

London, GB
Full-time
Mid-level
Posted: July 10, 2025
Hybrid
£65,000 - £85,000 per year base salary, with potential for performance-based bonuses and equity compensation. London-based roles in fintech sales operations typically command premium salaries due to the city's status as a global financial center and the specialized nature of investment technology platforms.

Benefits

Global flexible workforce model enabling work-life balance and international collaboration opportunities
Exposure to senior executives and cross-functional teams providing accelerated career development
Access to cutting-edge technology and data platforms managing over $7 trillion in assets
Professional development through interaction with various organizational areas and complex analytical projects
Equal opportunity employment environment promoting diversity and inclusion
Disability accommodation support demonstrating commitment to inclusive workplace practices

Key Responsibilities

Drive strategic go-to-market planning initiatives including capacity planning, productivity optimization, market segmentation, and territory design that directly impact revenue growth and market expansion
Serve as the analytical cornerstone for daily operations by evaluating business performance through advanced data modeling and analysis to inform executive decision-making
Identify and operationalize efficiency improvements by creating robust processes and workflows that scale with organizational growth and enhance competitive advantage
Partner with go-to-market teams to deliver strategic insights and analytical support for revenue-boosting projects and sales productivity enhancement initiatives
Lead operational troubleshooting and system optimization to ensure scalable infrastructure that supports rapid business expansion and market penetration
Enable regional teams with actionable insights, analytical frameworks, and strategic tools while providing thought leadership on global revenue optimization projects
Conduct innovative analytical research combining quantitative methods with sales leadership insights to drive organizational transformation and strategic positioning
Deliver comprehensive trend analysis and impactful insights that influence organizational strategy, process refinement, and drive measurable business success across all operational levels

Requirements

Education

Bachelor's Degree or equivalent experience in a quantitative subject area (e.g. Statistics, Math, Finance, Engineering, Sciences)

Experience

4+ years of related experience in an analytical role such as Sales Strategy, Investment Banking, Management Consulting, and/or Venture Capital/Private Equity and a Bachelor's degree or equivalent experience; or 2+ years and a Master's degree

Required Skills

Excellent quantitative analysis skills creativity in problem-solving keen business sense Experience track record of building high-quality and sophisticated models and presentations Exceptional attention to detail Strong work ethic and self-starter adapt to change within a fast-paced business environment Excellent interpersonal, written, and oral communication skills Proficiency in BI platforms for data extraction, analysis, and visualisation Experience with R, Python, Tableau (or similar analytical packages) a plus
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Sauge AI Market Intelligence

Industry Trends

The wealth management and investment advisory technology sector is experiencing unprecedented growth as traditional financial institutions digitize their operations and seek comprehensive data aggregation platforms. This trend is driving increased demand for professionals who can bridge the gap between complex financial data and actionable business insights, particularly in sales operations roles that require deep analytical capabilities. Revenue operations and sales enablement functions are becoming increasingly sophisticated as companies recognize the need for data-driven go-to-market strategies. Organizations are investing heavily in professionals who can optimize sales processes, analyze market opportunities, and drive revenue growth through advanced analytics and strategic planning. The shift toward hybrid work models and global talent acquisition is creating opportunities for sales strategy professionals to work across multiple markets and time zones, requiring enhanced collaboration skills and the ability to provide insights that span diverse regional markets and regulatory environments.

Role Significance

Typically works within a 5-8 person revenue operations team, collaborating across sales, marketing, and product teams totaling 20-30 professionals. The role involves direct interaction with regional sales teams and executive stakeholders across multiple geographic markets.
This is a mid-level strategic role with significant influence on revenue operations and executive decision-making. The position requires independent project management and the ability to interface with senior leadership while contributing to organization-wide strategic initiatives.

Key Projects

Development of comprehensive sales territory optimization models that balance market potential with resource allocation efficiency Implementation of advanced sales forecasting systems that integrate multiple data sources and provide predictive insights for revenue planning Design and execution of go-to-market strategies for new product launches and market expansion initiatives Creation of sales performance dashboards and KPI frameworks that enable real-time decision-making and strategic pivoting

Success Factors

Ability to translate complex financial data into clear, actionable insights that drive strategic decision-making and revenue growth across diverse stakeholder groups Strong project management capabilities to handle multiple concurrent initiatives while maintaining attention to detail and meeting critical business deadlines Exceptional communication skills to effectively present analytical findings to both technical and non-technical audiences, including senior executives and regional sales teams Adaptability to rapidly changing market conditions and business requirements while maintaining analytical rigor and strategic focus Deep understanding of sales processes and revenue optimization methodologies combined with advanced technical skills in data analysis and visualization

Market Demand

High demand driven by the rapid digitization of wealth management services and the increasing complexity of investment data analysis. The combination of sales operations expertise and advanced analytical skills creates a particularly sought-after profile in the current market.

Important Skills

Critical Skills

Advanced quantitative analysis capabilities are essential for success in this role, as the position requires building sophisticated models that inform strategic decision-making and revenue optimization across complex financial data sets. The ability to work with large datasets and extract meaningful insights directly impacts the company's competitive advantage and market positioning. Exceptional communication skills are crucial for translating complex analytical findings into actionable business recommendations for diverse stakeholder groups, including senior executives, regional sales teams, and technical partners. The role's success depends on the ability to influence strategic decisions through compelling data storytelling and presentation. Deep understanding of sales operations and go-to-market strategies is fundamental to driving revenue growth and optimizing sales processes. This knowledge enables the identification of improvement opportunities and the development of scalable frameworks that support business expansion and market penetration.

Beneficial Skills

Proficiency in advanced analytics tools such as R, Python, and Tableau enhances the ability to perform sophisticated data analysis and create compelling visualizations that drive strategic insights and operational improvements Experience in investment banking, management consulting, or venture capital provides valuable context for understanding client needs and market dynamics within the wealth management industry Knowledge of financial services regulations and compliance requirements across multiple jurisdictions supports the development of go-to-market strategies that address regional market nuances and regulatory constraints

Unique Aspects

Opportunity to work with cutting-edge financial technology managing over $7 trillion in assets, providing exposure to large-scale data challenges and sophisticated analytical frameworks rarely available in other industries
Direct involvement in global go-to-market strategies spanning multiple countries and regulatory environments, offering unique insights into international business development and market expansion
Integration with extensive partner ecosystem of over 100 software and data providers, creating opportunities to understand and influence complex technology integrations and strategic partnerships
Exposure to senior executive decision-making processes and strategic planning initiatives that directly impact company growth and market positioning in the competitive fintech landscape

Career Growth

2-3 years to senior individual contributor roles, 3-5 years to management positions, with acceleration possible through demonstrated impact on revenue growth and strategic initiative success

Potential Next Roles

Senior Sales Operations Manager with responsibility for larger teams and strategic initiatives spanning multiple product lines and geographic markets Revenue Operations Director overseeing comprehensive go-to-market strategy and cross-functional revenue optimization programs Business Intelligence Manager leading enterprise-wide analytics initiatives and data strategy development Strategic Finance Manager focusing on revenue planning, forecasting, and financial analysis for growth-stage technology companies

Company Overview

Addepar

Addepar operates as a leading global technology platform serving the wealth management and investment advisory industry, with a strong market position managing over $7 trillion in assets across 50+ countries. The company's comprehensive data aggregation and analytics platform serves hundreds of thousands of users, positioning it as a critical infrastructure provider for investment professionals worldwide.

Established market leader in the wealth management technology sector with strong growth trajectory and expanding global presence. The company's platform integration with over 100 software partners demonstrates its central role in the investment technology ecosystem and provides significant competitive advantages.
The London office serves as a key European hub for Addepar's international expansion, providing strategic access to the European wealth management market and regulatory environment. This location offers significant growth opportunities as the company continues to expand its global footprint and capture market share in international markets.
Fast-paced, data-driven environment that emphasizes innovation, collaboration, and client success. The company's global flexible workforce model and strong emphasis on diversity and inclusion create a modern workplace culture that attracts top talent and encourages professional growth through exposure to complex analytical challenges.
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