Full-Time Business Systems Analyst

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.

What You’ll Do

• GTM Process Analysis & Optimization: Map, analyze, and improve end-to-end business processes across Sales, Marketing, Client Success, and Support.
• Requirements Gathering: Collaborate with stakeholders to gather and prioritize business requirements; translate into clear user stories and functional specifications.
• Salesforce & GTM Application Expertise: Leverage hands-on Salesforce experience (Sales Cloud, Service Cloud, CPQ, etc.) to design scalable solutions; understand integration points across systems such as Marketo, Ironclad, DocuSign, NetSuite, and FinancialForce.
• Data & Insights: Analyze Salesforce and related GTM data to uncover trends, measure performance, and deliver actionable recommendations.
• Stakeholder Collaboration: Partner with Sales Ops, Marketing Ops, and Client Success Ops to ensure GTM system design drives alignment and business outcomes.
• Project Delivery: Contribute to cross-functional initiatives, ensuring projects are delivered on time, on scope, and with measurable business impact.

Who You Are

• Experience: 5+ years as a Business Analyst or in a similar role supporting GTM organizations. Experience in financial services, investment technology, or enterprise SaaS strongly preferred.
• Salesforce: Proven hands-on experience with Salesforce administration/configuration and deep knowledge of Sales Cloud and Service Cloud.
• GTM Systems Fluency: Exposure to complementary GTM applications such as CPQ, CLM, FinancialForce, DocuSign, Ironclad, Marketo, NetSuite, or equivalent.
• Analytical & Process-Oriented: Strong business process mapping skills (flowcharts, swimlanes, RACI) with a track record of driving measurable improvements.
• Communication: Excellent ability to translate between business and technical stakeholders; skilled in documentation and presentation.
• Education: Bachelor’s degree in Business, IT, Finance, or related field, or equivalent experience.

Preferred Certifications:

• Salesforce Administrator, CPQ, Service Cloud, or Experience Cloud
• SAFe Certification, PMI-ACP, or equivalent Agile-based certification
• Business Analyst certifications (IIBA, ECBA, CCBA, or PMI-PBA)

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