Services Sales Consultant

Overview

In this role you will shape and sell Addepar's Professional Services in the UK and EMEA, guiding engagements from proposal to contract. You will work with Sales, Solutions Engineers, and partners to define service strategies and tailor implementation approaches for clients. You’ll translate customer needs into structured services offerings and ensure seamless hand-offs to delivery teams.

This position offers visibility in a high-growth GTM environment and a direct link to revenue growth and client success.

• Represent Professional Services in sales cycles and craft high-quality proposals and SOWs
• Collaborate with Sales to define and execute services strategy for opportunities
• Understand customer needs and competitive landscape to position Addepar Services
• Present services offerings and value propositions to clients
• Scope services for implementations, integrations, and scalability with delivery teams
• Lead or support SOW and contracting processes
• Maintain pipeline, forecasting, and opportunity data in Salesforce
• Support post-implementation services sales including advisory and training offerings
• Identify and pursue new services opportunities with Account Management
• Act as trusted advisor to stakeholders based on product and programme expertise
• Contribute to development of services sales methodologies, tools, and programmes
• Ensure effective knowledge transfer to post-implementation delivery teams
• Align services offerings with sales processes through CPQ modelling

• 5+ years in professional services sales, sales engineering, solutions consulting, or client-facing services delivery
• Experience in enterprise SaaS, fintech, or wealth/asset management tech preferred
• Strong commercial instincts and cross-functional collaboration
• Comfort engaging with senior client stakeholders and translating needs into services solutions
• Organised, detail-oriented, able to manage multiple opportunities in parallel
• Thrives in collaborative, fast-moving environments and values learning and growth

• collaborative
• communication
• stakeholder management
• enterprise SaaS
• solutions consulting
• SOW/contracting