Customer Support Executive

Part of the broader Data organization, the Document Collections team is responsible forensuring that all of our clients fund documentation is collected from various sourceswithin SLA’s and uploaded into Addepar to allow the various Data Ops teams to processthese documents. This role’s primary responsibility is to extract documents from varioussources and upload them into Addepar. In addition this team will be responsible formonitoring data connections and ensuring that any connections failing are addressedquickly and efficiently. The Document Collections team plays a critical role in the successof Addepar’s Data offerings and requires daily communications with various ProductTeams, Machine Learning Operations, clients, data providers (Custodians,GPs and FundAdmins), and additional personnel across the organization.What You’ll Do● Manage the Document Collection pipeline for Addepar clients, which includesbut is not limited to:o Accessing various Fund Admin and GP portals and retrieving all relevantdocuments needing to be processed.o Ensuring that the documents are uploaded to the correct Addepar client.o Engaging clients, GPs, or Fund Admins if a portal connection fails.o Help maintain Document Collection workflow procedures and play-books.● Partner with Product and Engineering to implement new processes and toolingfeatures that improve Document Collection UX and increase operationalworkflow efficiency.Who You Are● Minimum 1+ years of work experience in the financial advisory, FinTech, orbanking industries.● Outstanding communication and interpersonal skills with excellent attention todetail.● Ability to think critically and effectively balance multiple projects and processessimultaneously.● Track record of demonstrating self-motivation to take on responsibility, a strongteam-player mentality, and passion for delivering client-centric outcomes.● Proactive and diligent in documenting team processes and finding opportunitiesto improve team workflows.● Highly self-motivated to take on responsibility, forward thinking and pragmatic,and possess a collaborative team-player mentality.● Familiarity with using Salesforce, Jira, Google Suite, and Microsoft Excelpreferable

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