Proven ability to manage complex international travel
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence
Job Summary
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
This role serves as the primary partner to the Chief Revenue Officer, managing priorities and orchestrating global stakeholder engagement.
The position requires a proactive professional who can balance technical administrative excellence with a high degree of client-first emotional intelligence.
Matching Summary
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
Skills & Requirements
Must-have
Extensive experience supporting C-suite leaders
Advanced proficiency with Google Workspace tools
Proven ability to manage complex international travel
Nice-to-have
Experience in high-growth late-stage startup environments
Familiarity with Salesforce or similar CRM tools
Willingness to adopt AI tools for productivity
Key Requirements
Extensive experience supporting C-suite leaders
Background in finance or client-facing environments