Data Client Support Analyst

Role Overview

The Data Client Support team sits at the nexus of Addepar's activity within the broader Data Management & Quality organization. As part of this team, you will ensure customers receive first-class support experiences and are able to get maximum value out of their data.

Daily Responsibilities (What You'll Do)

• Address client inquiries related to Addepar's portfolio data feeds and general data product functionalities within established SLAs.
• Manage and complete requests from internal Data teams requiring client outreach or action to resolve verification issues.
• Investigate reported bugs and data processing issues, triaging with Engineering & Product when needed.
• Partner with Account Managers, Solutions Architects, and GTM members to drive alignment on escalations and ensure positive outcomes for clients.
• Participate in multi-org projects to improve internal processes and support new product functionality rollouts.

About You (Who You Are)

• Experience: 2+ years in the financial investment/advisory industry with solid understanding of capital markets, portfolio accounting, and CRM.
• Skills: Outstanding communication skills with excellent attention to detail; self-motivated team player passionate about client-centric outcomes.
• Tools: Familiarity with MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters is preferable.

Critical Requirements

This role requires being in the office 3 days per week in Pune. Applicants must have legal authorization to work in India on day one; visa sponsorship is not available.