Senior Product Specialist
CurrentProduct Specialist focused on Addepar's add-on forecasting software Navigator.
Sep 2022 - Present
AeroLeads people directory · profile
Lindsay Auer James Email & Phone Number
Sr. Sales Specialist at Addepar
at
Addepar
1 work email found
@addepar.com
6 phones found area 917, 609, 856, and 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Sales Specialist at Addepar
Location
Ladera Ranch, California, United States
Company size
Who is Lindsay Auer James? Overview
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Quick answer
Lindsay Auer James is listed as Sr. Sales Specialist at Addepar at Addepar, a company with 51 employees, based in Ladera Ranch, California, United States. AeroLeads shows a work email signal at addepar.com, phone signal with area code 917, 609, 856, 212, and a matched LinkedIn profile for Lindsay Auer James.
Lindsay Auer James previously worked as Senior Product Specialist at Addepar and Account Manager at Addepar. Lindsay Auer James holds Bachelor'S Degree from The Johns Hopkins University.
Company email context
Email format at Addepar
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*@addepar.com
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AeroLeads found 1 current-domain work email signal for Lindsay Auer James. Compare company email patterns before reaching out.
Profile bio
About Lindsay Auer James
Highly successful 15+ year track record of exceeding aggressive sales, account growth, and customer satisfaction/retention goals across highly competitive financial technology markets. Expert in identifying and qualifying the opportunities, communicating the value proposition of technology products, capturing new business and licenses, and securing referenceable and loyal accounts.
Listed skills include Sales, Cloud Computing, Account Management, New Business Development, and 39 others.
Current workplace
Lindsay Auer James's current company
Company context helps verify the profile and gives searchers a useful next step.
Addepar
10 roles
Lindsay Auer James work experience
A career timeline built from the work history available for this profile.
Account Manager
Account Manager: Manage 60 + Family Office and RIA accounts, totaling annual revenue of $3.9M. Launch new products into the market and maximize prospective sales opportunities. Engage with executive decision-makers on product offerings and renewal terms.
Feb 2021 - Mar 2023
Client Relationship Specialist
Client Relationship Manager: Served as a trusted advisor for customers, beginning from the point of sale and extending through onboarding and retention. Uncovered opportunities for business development and educated clients on products and services. ➢ Selected to serve as regional Salesforce Champion and steering department committee member.
Feb 2019 - Feb 2021
Customer Success Manager
Managed all post-sales activity for approximately 25 strategic accounts by establishing executive level relationships, driving user adoption, providing client trainings, performance monitoring, troubleshooting, and performance reviews by account.
Dec 2016 - Jul 2017
Customer Success Manager
Established profitable business relationships with top enterprise accounts, encompassing SalesForce.com, Symantec, Twitter, Square, UGI, Jet.com, Uber, Fidelity Investments, Goldman Sachs, Auction.com, Dropbox, Electronic Arts, Eventbrite, Extreme Networks, and G Adventures. Expanded sales within existing and new accounts while focusing on customer service.
Jan 2014 - Oct 2015
Senior Account Manager
Held full responsibility for driving continued profitable growth of company’s web-based Fixed Income Electronic Trading platform across new and existing accounts within the 9-state region, encompassing FL, CA, AZ, NV, MN, GA, NY, and CO. Identified new business opportunities through prospecting and lead generation efforts. Highlights: ➢ Ranked #1 in new.
Aug 2012 - Aug 2013
Information Technology Business Analyst
Guided strategic business development and marketing efforts for Goldman 360, a global information portal. Managed internal relationships to drive new business initiatives and opportunities for revenue growth. Highlights:➢ Directed project management functions by communicating with technical and non-technical audiences to ensure the design and rollout of.
Jul 2005 - Sep 2012
Senior Account Manager - Equity Order Management Systems
Chosen as a core member of account management team to introduce and optimize sales growth of new Equity Order Management System across the large Southeastern territory. Built and enhanced relationships with key decision makers that led to securing referrals, displacing the competition, and capturing business across highly competitive marketplace..
Jan 2003 - Jul 2005
National Key Account Manager
Promoted to maximize growth across company’s largest account, Bank of America. Introduced and advocated value of the Market Data platform to business units within Bank of America that bolstered penetration and displaced the competition. Evolved as a trusted partner in resolving technical issues, prioritizing enhancement requests, and improving trading.
Sep 2000 - Jan 2003
Analyst - Bloomberg Client Support Center
Recruited to provide optimal support to institutional clients globally with company’s Professional Terminal platform. Addressed client inquiries and provided troubleshooting services to account base. Highlights: ➢ Delivered individual training and support to clients on key features of platform for monitoring and analyzing real-time financial data, and.
Jan 2000 - Sep 2000
Team & coworkers
Colleagues at Addepar
Other employees you can reach at addepar.com. View company contacts for 51 employees →
MM
Michael Muzafarov
Colleague at Addepar
Mahwah, New Jersey, United States, United States
View →
MP
Michael Philip
Colleague at Addepar
Nanuet, New York, United States, United States
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ZH
Zahra Hajri Cichon
Colleague at Addepar
New York City Metropolitan Area, United States, United States
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AG
Alex Go
Colleague at Addepar
Philadelphia, Pennsylvania, United States, United States
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AS
Akash Sindhikar
Colleague at Addepar
Maharashtra, India, India
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BV
Brita Vedejs
Colleague at Addepar
Salt Lake City, Utah, United States, United States
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LH
Lindsey H.
Colleague at Addepar
Indianapolis, Indiana, United States, United States
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WA
Wes Augur
Colleague at Addepar
New York City Metropolitan Area, United States, United States
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SK
Swathi Krishna
Colleague at Addepar
New York, New York, United States, United States
View →
JB
James Buckley
Colleague at Addepar
Salt Lake City, Utah, United States, United States
View →
Michael Muzafarov
Colleague at Addepar
Mahwah, New Jersey, United States, United States
View →
MP
Michael Philip
Colleague at Addepar
Nanuet, New York, United States, United States
View →
ZH
Zahra Hajri Cichon
Colleague at Addepar
New York City Metropolitan Area, United States, United States
View →
AG
Alex Go
Colleague at Addepar
Philadelphia, Pennsylvania, United States, United States
View →
AS
Akash Sindhikar
Colleague at Addepar
Maharashtra, India, India
View →
BV
Brita Vedejs
Colleague at Addepar
Salt Lake City, Utah, United States, United States
View →
LH
Lindsey H.
Colleague at Addepar
Indianapolis, Indiana, United States, United States
View →
WA
Wes Augur
Colleague at Addepar
New York City Metropolitan Area, United States, United States
View →
SK
Swathi Krishna
Colleague at Addepar
New York, New York, United States, United States
View →
JB
James Buckley
Colleague at Addepar
Salt Lake City, Utah, United States, United States
View →
2 education records
Lindsay Auer James education
Bachelor'S Degree
The Johns Hopkins University
Education record
Moorestown Friends
FAQ
Frequently asked questions about Lindsay Auer James
Quick answers generated from the profile data available on this page.
What company does Lindsay Auer James work for?
Lindsay Auer James works for Addepar.
What is Lindsay Auer James's role at Addepar?
Lindsay Auer James is listed as Sr. Sales Specialist at Addepar at Addepar.
What is Lindsay Auer James's email address?
AeroLeads has found 1 work email signal at @addepar.com for Lindsay Auer James at Addepar.
What is Lindsay Auer James's phone number?
AeroLeads has found 6 phone signal(s) with area code 917, 609, 856, 212 for Lindsay Auer James at Addepar.
Where is Lindsay Auer James based?
Lindsay Auer James is based in Ladera Ranch, California, United States while working with Addepar.
What companies has Lindsay Auer James worked for?
Lindsay Auer James has worked for Addepar, Charles Schwab, Seismic Software, Liveops, and Tradeweb.
Who are Lindsay Auer James's colleagues at Addepar?
Lindsay Auer James's colleagues at Addepar include Michael Muzafarov, Michael Philip, Zahra Hajri Cichon, Alex Go, and Akash Sindhikar.
How can I contact Lindsay Auer James?
You can use AeroLeads to view verified contact signals for Lindsay Auer James at Addepar, including work email, phone, and LinkedIn data when available.
What schools did Lindsay Auer James attend?
Lindsay Auer James holds Bachelor'S Degree from The Johns Hopkins University.
What skills is Lindsay Auer James known for?
Lindsay Auer James is listed with skills including Sales, Cloud Computing, Account Management, New Business Development, Saas, Customer Retention, Customer Engagement, and Training.
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