Remote 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 deliver ongoing education on product updates. This role involves collaborating with cross-functional teams, identifying revenue opportunities, and advocating for clients. The ideal candidate possesses 3-5 years of experience in a client-facing role within the financial industry, strong analytical and communication skills, and the ability to thrive in a fast-paced environment. Compensation includes a base salary ($67,000 - $105,000), bonus, equity, and benefits. Travel is required.

Requirements

• 3-5 years experience in an RIA or Single 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 demanding 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 team members during implementation, business reviews, instance reviews, and other BAU tasks to ensure 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 on 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