Client Success Manager

Summary

Join Addepar's Client Success Team and become a trusted advisor to clients, ensuring they maximize the value of our platform. You will develop success plans, provide support during implementation and reviews, and identify opportunities for growth. This role requires strong analytical and communication skills, experience in a client-facing role within the financial industry, and the ability to build strong relationships. You will work closely with cross-functional teams to advocate for clients and contribute to the development of future solutions. Addepar offers a competitive salary, bonus, equity, and benefits package. The salary range is $67,000 - $105,000 (base salary) + bonus + equity + benefits.

Requirements

• 3+ years experience in a RIA, Single Family Office or Multi-Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients
• Strong analytical skills and a consistent framework or process approach to problem-solving
• Technology knowledge that helps you engage and have credibility with product groups within Addepar and clients
• Strong time management and prioritization skills, as well as verbal and written communication skills
• Experience building and improving client engagement strategies with a track record of success as proven by improved client health, reference-ability and platform adoption
• You have handled difficult customers or situations and can demonstrate resolutions
• Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization
• Ability to navigate data and people to find answers
• Independent, adaptable and can thrive in a fast-paced environment
• You are open to travel

Responsibilities

• Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals
• Provide client support to senior members of the team during implementation, business reviews, instance reviews, and other BAU tasks to support an outstanding client experience
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities
• Provide continuing education and insights to clients relating to product updates Addepar’s product roadmap, as well as, review product usage patterns
• Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions
• Advocate for clients, building strong working relationship with cross-functional teams to ensure client success

Benefits

• Bonus
• Equity
• Benefits