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Salary: USD 69,000 - 107,000 / annual
Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment and client workflows. More than 1,400 firms across nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
As a Client Success Manager on the Key & Strategic CSM team, you will own the complete post-sales lifecycle for Addepar's largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices, and traditional Wealth Management Firms. You will serve as a trusted strategic partner, deeply understanding their business strategy, clients, services, team, and technology, and helping them maximize value from the Addepar platform.
Key responsibilities include:
- Develop deep expertise in the Key & Strategic Client segment, understanding industry challenges and how clients leverage Addepar for adoption, growth, and retention
- Provide strategic oversight throughout the entire client journey—implementation, optimization, growth, and renewal
- Partner with Account Executives to deliver quarterly business reviews, aligning on priorities, optimization opportunities, product roadmap, and usage patterns
- Serve as the client's voice to Product Management, Product Marketing, Support, Renewals, Services, Finance, and Legal
- Build and maintain high client satisfaction and reference-ability by diagnosing business operations and prescribing appropriate solutions
- Collaborate across multiple cross-functional teams and interact regularly with senior and C-level leaders
- Maintain deep understanding of Addepar technology and articulate value propositions to the partner community
You will work closely with the Account Executive, R&D, and Services teams to drive change management and standardize platform utilization. This role offers direct impact on company growth through client success and retention.
