Zachary Yurkovsky
Customer Success | SaaS | Client Relationships & Retention
- Role
- Solutions Consultant at Addepar
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Zachary Yurkovsky
Contact info: z••••••••@gmail.com 84••••••78 Specialties: Client Solutions…
Experience
Solutions Consultant
Jun 2025 — Present
Custom Solution Delivery for Key Clients: Led end-to-end implementation and onboarding projects for a portfolio of Registered Investment Advisors (RIAs) and Family Office clients, translating complex business requirements into tailored Addepar platform configurations-Workflow Optimization and Design: Designed and built scalable, efficient workflows—including reporting, performance measurement, and data aggregation processes—to address unique client operational challenges and drive significant time savings-Consultative Partnership: Served as a trusted subject matter expert on the Addepar platform, providing consultative guidance to stakeholders on optimizing portfolio data management, analytics, and client reporting strategies-Complex Data & Asset Integration: Managed the successful conversion and aggregation of complex, multi-asset-class portfolio data onto the Addepar platform, ensuring data accuracy and secure client transitions.
Education
University of Illinois Urbana-Champaign
Bachelor of Arts - BA, Economics
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