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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 in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
As a Client Success Manager, 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 become 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 understanding of key and strategic client segments, their industry challenges, and goals, and how they leverage Addepar for adoption, growth, and retention
- Provide strategic oversight throughout the entire client journey—implementation, optimization, growth, and renewal—ensuring seamless knowledge transfer
- Partner with Account Executives to deliver quarterly business reviews, aligning on priorities, optimization opportunities, product roadmap, and usage/adoption patterns
- Serve as the client's voice to Product Management, Product Marketing, Support, Renewals, Services, Finance, and Legal, building strong cross-functional relationships
- Build and maintain high client satisfaction and reference-ability by diagnosing business operations and prescribing appropriate solutions and services
- Demonstrate strong work ethic, creativity, urgency, and leadership capabilities; collaborate effectively with cross-functional teams and senior/C-level stakeholders; maintain deep technical knowledge of Addepar and articulate value propositions to the partner community
Requirements:
- 8+ years of experience in a client-facing role with proven track record and in-depth knowledge of strategic client segments, OR 5+ years of experience plus an MBA
- Strong work ethic, upbeat, proactive, standout colleague
- Excellent problem-solving, communication, organization, and time management skills
- Data and metric-driven mindset
- Flexibility and ability to adapt to new demands; strong sense of urgency
- Assertiveness, candor, and a "company first" mentality
- Minimum Bachelor's Degree or equivalent experience
- Must be legally authorized to work in the United States without requiring current or future visa sponsorship
