Client Success Manager

Summary

Join Addepar's Core Client Success Team as a Client Success Manager and drive client success throughout the post-sales lifecycle. You will act as a trusted advisor, deeply understanding client needs and helping them maximize the value of the Addepar platform. This role involves collaborating with colleagues to identify opportunities and building cross-functional relationships to drive platform utilization. You will advocate for clients, ensuring an excellent experience and gathering feedback to improve future solutions. The position offers a direct impact on company growth and a competitive salary and benefits package. A successful candidate will have 3+ years of experience in a client-facing role within the financial industry, strong analytical and communication skills, and a proven track record of success in client engagement strategies.

Requirements

• 3+ years of experience in an 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
• You have 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 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

$69,000 - $107,000 + bonus + equity + benefits