Sr. Manager / Director, GTM Strategy & Planning

New York City, NY (On-site)

$184K/yr – $230K/yrSenior Level9+ years expFull time

Posted 4 days ago

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Job Description

Responsibilities

  • Drive the annual and in-year GTM planning cycle, including revenue planning by market/geo/product, capacity and headcount planning, market segmentation, quota design, and margin planning
  • Translate company targets into bottoms-up revenue plans with clear market, segment, and channel assumptions that align Sales, Finance, and executive leadership
  • Own ongoing pacing and performance reporting against the plan — leveraging AI-driven forecasting and anomaly detection within business reviews to give leadership real-time visibility into revenue attainment, pipeline health, and predictive forecast accuracy.
  • Maintain rigorous assumption tracking across GTM plans, utilizing AI-driven pattern recognition to flag real-time shifts in key drivers (market conditions, rep capacity, win rates, pricing) and deploying dynamic scenario modeling to automatically quantify downstream impacts, keeping plans grounded and decision-ready
  • Define and refine Addepar's go-to-market pricing framework, including deal structure guidelines, tiered packaging, and discount thresholds — ensuring pricing decisions are grounded in data, competitive context, and long-term value creation
  • Partner cross-functionally with Finance, Product, and Marketing to build pricing models, revenue scenarios, and business cases that shape product and go-to-market investment decisions
  • Drive deep cross-functional collaboration within Sales & Operations and across Product, Finance, Marketing, and Client teams — serving as the connective tissue that aligns GTM initiatives, removes execution blockers, and ensures shared accountability for revenue outcomes
  • Lead the territory carving process, including defining and assigning territories to ensure optimal sales coverage and account alignment.
  • Partner with Sales Operations to align commission structures and incentive programs with strategic GTM goals, ensuring compensation models reinforce cross-functional collaboration and drive desired behaviors across a coordinated field team.
  • Lead and develop the GTM Strategy & Planning team, setting direction, managing priorities, and fostering a high-performance culture aligned to Addepar's revenue and growth goals

Requirements

  • 9+ years of experience in GTM strategy, sales operations, management consulting, investment banking, or a related field, with at least 3 years in a people management role
  • Bachelor's degree in a quantitative field (e.g. Statistics, Math, Finance, Engineering, Sciences)
  • Demonstrated experience owning pricing strategy, including designing pricing models, conducting competitive analysis, and partnering with Product and Sales on monetization decisions
  • Strong business acumen and industry knowledge with the ability to align team vision and strategy to Addepar’s objectives; ability to influence senior stakeholders and drive cross-functional alignment
  • Proven track record of establishing operational objectives, developing strategic policies, and leading teams through implementation in a fast-paced, high-growth environment
  • Excellent communication and executive presence; ability to present complex analyses and strategic recommendations to senior leadership and influence decision-making at scale
  • Experience with BI and analytics tools (Tableau, Looker, Databricks etc.) and CRM/sales tech platforms (Salesforce); advanced modeling skills in Excel or similar
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Addepar

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Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

Founded in 2009
New York, New York, USA
1.4K employees (60 in marketing)
74% recommend to a friend
84% CEO approval

Traffic Signals

Monthly Visitors
253K
Traffic Source Mix
Search
22.6%
Direct
68.1%
Referral
8.3%
Social
0.6%
Paid
0.4%

Headcount Trend

Current headcount: ~1.4K

Marketing Team

Marketing Team Size
22 (2% of company)
Marketing Roles Posted (Last 30 Days)
2

Funding

Total Funding
$761.4M
Last Raise
$230M
Series G, 10 months ago

Funding History

  • May 2025
    Series G • $230M
  • Jun 2021
    Series F • $166.3M
  • Nov 2020
    Series E • $117M

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