Client Success Manager

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, Singapore, and São Paulo.

About the Role

The Key & Strategic Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. The Key & Strategic CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices, and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.

Responsibilities

• Have a deep understanding of Addepar's Key & Strategic Client segment including industry challenges and goals, coupled with a strong understanding of how they are using Addepar to increase client adoption, growth, and ensure account retention.
• Provide strategic oversight during the entire client journey, including implementation, optimization, growth, and renewal so your team can deliver a seamless handover of knowledge and responsibilities where appropriate.
• Partner with your Account Executive to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.
• Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc., building strong working relationships with each to ensure client success and consistency of contact.
• Build and maintain a high level of client happiness and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services.
• Demonstrate a strong work ethic, creativity in approaches to covering clients, a sense of urgency in everything you do, and strong leadership capabilities, including building, cultivating, and supporting a high-performance team.
• Collaborate with multiple cross-functional team members, including sales, marketing, R&D, Finance, and Legal.
• Interact regularly with senior-level leaders and C-level management to ensure GTM objectives are met.
• Maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community.

Requirements

• 8+ years of experience (or 5 years + MBA) in working in a client-facing role with a proven track record and in-depth knowledge of strategic client segments.
• Strong work ethic, upbeat, proactive, and a standout colleague.
• Excellent problem-solving, communication, organization, and time leadership skills.
• Data and metric-driven.
• Flexibility and ability to adapt to new demands; strong sense of urgency.
• Assertiveness, candor, and a “company first” mentality.
• Minimum of Bachelor’s Degree or equivalent experience.

Skills

• Proven ability to collaborate with cross-functional teams, including sales, marketing, R&D, Finance, and Legal.
• Experience interacting with senior-level leaders and C-level management.
• Deep understanding of technology platforms and ability to articulate propositions to partners.

Benefits

Addepar offers a comprehensive benefits package, including bonus, equity, and benefits.

Pay

The current range for this role is $69,000 - $107,000 (base salary) for roles in Colorado, California, and New York. The range displayed reflects the minimum and maximum target base salary. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship and must be authorized to begin work in the U.S. on their first day of employment.

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.

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.