Client Success Manager

Summary

Join Addepar's Core Client Success Team as a Client Success Manager! You will drive client success throughout the post-sales lifecycle, ensuring clients maximize the value of our platform. As a trusted advisor, you'll deeply understand client needs and work collaboratively with internal teams to identify opportunities and improve client experience. This role involves developing success plans, providing ongoing education, and advocating for clients within Addepar. You'll contribute to identifying new revenue streams and presenting to clients. This is a high-impact role directly contributing to company growth.

Requirements

• 3+ years of 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, referenceability, 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 clients’ 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 relationships with cross-functional teams to ensure client success

Benefits

• Bonus
• Equity
• Benefits