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Salary: USD 109,000 - 163,000 / 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.
The Client Success Manager (CSM) role is responsible for the complete post-sales lifecycle of clients, ensuring they derive maximum value from the Addepar platform and driving adoption success, retention, and renewal. The CSM team manages some of Addepar's largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices, and traditional Wealth Management Firms.
In this role, you will:
- Develop a deep understanding of Addepar's Key & Strategic Client segment, including industry challenges and goals, and how clients use Addepar to increase adoption, growth, and ensure account retention
- Provide strategic oversight during the entire client journey—implementation, optimization, growth, and renewal—ensuring seamless handover of knowledge and responsibilities
- Partner with Account Executives to deliver quarterly business reviews, aligning on business priorities, optimization opportunities, product roadmap, and usage/adoption patterns
- Serve as the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, and other teams, building strong cross-functional relationships
- Build and maintain high client happiness and reference-ability by diagnosing business operations and prescribing appropriate solutions and services
- Demonstrate strong work ethic, creativity, sense of urgency, and leadership capabilities—including building and supporting high-performance teams and driving client success
- Collaborate with multiple cross-functional teams (sales, marketing, R&D, Finance, Legal) and interact regularly with senior-level and C-level management
- Maintain deep understanding of Addepar technology and articulate the company's propositions to the partner community
REQUIREMENTS:
- 8+ years of experience in a client-facing role, OR 5+ years of experience plus an MBA
- Proven track record and in-depth knowledge of the strategic client segment (wealth management, family offices, investment firms)
- Strong work ethic, upbeat, proactive, and 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
