Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
The Role
We’re expanding our Global Finance Operations team in India and building a shared deal governance model that blends financial approvals, deal quality control, and smooth order-to-invoice execution.
This role combines Finance Deal Desk responsibilities (pricing, ARR validation, non-standard deal support) with Order Management responsibilities (contract review, billing readiness, and handoff accuracy).
You’ll be the operational link between Sales, RevOps, Legal, Accounting, and Billing — ensuring deals are structured correctly, approved efficiently, and processed without errors.
This is an ideal role for someone who is hands-on with fundamentals yet capable of stepping into more complex scenarios as the function grows.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
- Deal Desk Responsibilities
- Review and validate ARR, pricing, and deal structures in Salesforce CPQ
- Ensure accuracy of multi-year, ramped, tiered, or usage-based pricing
- Support senior teammates in reviewing non-standard deal constructs (discounting exceptions, blended rates, complex T&Cs, multi-entity deals)
- Collaborate with RevOps and Sales Ops to improve quote accuracy and approval compliance
- Partner with Legal on commercial terms that impact billing, invoicing, or financial exposure
- Evaluate multi-currency pricing using approved FX frameworks
- Support credit checks, threshold-based approvals, and finance policy compliance
- Order Management Responsibilities
- Review contracts and orders for completeness, accuracy, and compliance with internal policies
- Ensure all required documents (quotes, contracts, MSAs, addendums) meet billing and invoicing requirements
- Validate billing schedules, start dates, terms, and product configurations prior to order activation
- Work closely with the Billing and Accounting teams to prevent setup errors or downstream revenue issues
- Manage deal-to-invoice readiness, ensuring seamless handoff from CPQ to ERP
- Assist in resolving issues related to customer accounts, PO requirements, tax implications, or entity selection
- Maintain clean order hygiene across systems, including proactive updates or corrections
- Cross-Functional & Operational
- Act as a point of contact for Sales on policy questions, deal setup guidance, or required documentation
- Analyze recurring deal/order issues and recommend process improvements
- Support internal audits or compliance reviews related to contracts, approvals, and billing readiness
- Help build scalable workflows as the global deal volume and complexity grow
Who You Are
- Minimum 4+ years of experience in Deal Desk, Revenue Operations, Finance Operations, or Order Management within a SaaS or subscription environment
- Strong working knowledge of Salesforce CPQ and NetSuite (or similar quote-to-cash/ERP platforms)
- Solid understanding of ARR concepts; familiarity with revenue principles is a plus
- Ability to independently manage standard deal reviews while supporting complex or non-standard scenarios
- Comfort reviewing billing schedules, contract terms, and operational details with high accuracy
- Strong cross-functional communication and the ability to influence Sales, Legal, RevOps, and Accounting partners
- Analytical mindset, financial judgment, and strong attention to detail
- Ability to work in a global, fast-paced, cross-time-zone environment
- Growth mindset — comfortable taking on broader responsibilities as the team scales; experience supporting or guiding junior teammates is a plus
- [Plus] Experience with multi-currency or international deal structures
- [Plus] Exposure to pricing governance or GTM approval workflows
- [Plus] Experience in global finance operations or multinational environments
Important Note: This role requires working from our Pune office 3 days a week (Hybrid work model)
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].
