At a glance
- Experience
- 3+ years experience
- Workplace
- Remote
- Location
- Pune · India
- Visa sponsorship
- Visa sponsorship not offered
About the role
- As part of the broader Addepar Data Management & Quality organization, the Data Client Support team is responsible for ensuring our customers receive first-class support experience and are able get the most value out of their data in Addepar.
- The Data Client Support team sits at the nexus of Addepar's activity and requires daily communications with clients, data providers, and other personnel across the company.
Responsibilities
- Address client inquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs.
- Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues.
- Investigate client reported bugs and data processing issues, and triage with Engineering & Product when needed.
- Partner with Account Managers, Solutions Architects, and other members of GTM to drive alignment on data related escalations and ensure positive outcomes for clients.
- Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services.
Requirements
- 3+ years of work experience in the financial investment/advisory industry with solid understanding of capital markets, portfolio accounting and customer relationship management.
- Outstanding communication and interpersonal skills with excellent attention to detail.
- Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes.
- Proactive and diligent in documenting team processes and finding opportunities to team optimize workflow efficiencies.
- Willing to work flexible hours.
Skills
- MS Suite
- Salesforce
- Atlassian
- SQL
- Bloomberg
- Thomson Reuters
