Director Services

Mountain View, CA
Client Solutions – Managed Services
Seeking a VP/Director who will have the opportunity to lead part of the rapidly growing services organization. This lead manage a highly skilled Services team in their day-to-day tasks and in the delivery of our high-end product. This includes building the team, embedding best practice processes, managing key customer relationships, and planning efficient resource growth and allocation across the team to deliver for all our clients. The person must be a strong team leader who can build a high-performance culture that delivers world class results. 


    • Lead a professional team by defining a clear Services mission and real-time goals
    • Build a high performance culture driven to achieve superior results via meritocracy
    • Manage and mentor several highly professional Services Managers, TAMs, and other services professionals
    • Ensure customer success through rapid high-quality implementations
    • Build key customer relationships at executive and senior management level
    • Collaborate with management across functions to ensure customer and company success
    • Manage the billings and revenue productivity and margin for the team to achieve targets
    •  Implement and utilize services best practice systems and standardized processes to increase services capability and drive increased satisfaction, revenue and margins
    •  Ensure project teams adhere to project resource budgets, meet deliverables and timelines
    • Ensure project teams efficiently allocate project resources and manage scope changes
    • Responsible for recruiting and building career paths for professional service team members through goal-setting, continuous feedback, mentoring, and training
    • Other duties, growth initiatives, and responsibilities as assigned by executive leadership
    • Travel as needed to support the team’s client engagements (typically 50% of time)


    • Minimum of 10+ years relevant industry and leadership experience
    • 3+ years in successfully building and leading large teams that drive enterprise software implementations with proven track record of successfully driving high customer satisfaction and profitability
    • Experience with deploying Business Enterprise software and/or e-Business applications
    • BS in engineering, computer science, or management preferred; MBA helpful
    • Strong management and leadership experience, ideally in leading enterprise software professional service teams
    • Ability to build, motivate, guide, inspire, and drive a high performing team
    • Managing distributed teams including goal setting and performance reviews
    • Understanding of driving business process improvement for customers (sales, order management/logistics) enabled by enterprise software technology
    • Managing to a budget with clear goal-setting and real-time performance metrics displayed in Dashboards visible to all team members
    • Ability to quickly build trusted advisor relationships with customer executives
    • Negotiation and diplomacy skills in managing customer and internal issues
    • Strong communication skills with excellent writing and presentation skills
    • Good team player that can work effectively with management peers across functions
    •  Excellent analytical skills and high aptitude with ability to learn quickly
    • High motivation. Will do what is required to ensure customer and company success
Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making significant impact to the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.

At Addepar, we rely on a range of backgrounds, experiences, and ideas. We value diversity, and we’re proud to be an inclusive, equal opportunity workplace.