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Addepar is seeking a Business Analyst, GTM Systems to partner closely with Sales, Marketing, Customer Success, and Support in designing and optimizing the technology and processes that power our go-to-market motion. This role serves as a critical bridge between business stakeholders and technical teams, translating complex challenges into actionable requirements and scalable solutions.
Job Responsibility:
Map, analyze, and improve end-to-end business processes across Sales, Marketing, Client Success, and Support
Collaborate with stakeholders to gather and prioritize business requirements
Translate requirements into clear user stories and functional specifications
Leverage Salesforce experience to design scalable solutions
Analyze Salesforce and related GTM data to uncover trends and deliver actionable recommendations
Partner with Sales Ops, Marketing Ops, and Client Success Ops
Contribute to cross-functional initiatives, ensuring projects are delivered on time and with measurable business impact
Requirements:
5+ years as a Business Analyst or similar role supporting GTM organizations
Experience in financial services, investment technology, or enterprise SaaS strongly preferred
Proven hands-on experience with Salesforce administration/configuration
Deep knowledge of Sales Cloud and Service Cloud
Exposure to complementary GTM applications such as CPQ, CLM, FinancialForce, DocuSign, Ironclad, Marketo, NetSuite, or equivalent
Strong business process mapping skills (flowcharts, swimlanes, RACI)
Excellent communication and translation skills between business and technical stakeholders
Bachelor’s degree in Business, IT, Finance, or related field, or equivalent experience
Nice to have:
Salesforce Administrator, CPQ, Service Cloud, or Experience Cloud certification
SAFe Certification, PMI-ACP, or equivalent Agile-based certification
Business Analyst certifications (IIBA, ECBA, CCBA, or PMI-PBA)
What we offer:
Reasonable accommodation for individuals with disabilities
Equal opportunity employer promoting diverse ideas and inclusive environment
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