Remote Senior Client Success Manager

Summary

Join the Client Success Management team at Addepar and become a trusted partner for clients, ensuring they derive maximum value from the platform.

Requirements

• 10+ years of experience working in a client-facing role with a proven track record and in-depth knowledge of our strategic client segment
• Strong work ethic, upbeat, proactive, standout colleague
• Excellent problem-solving, communication, organization, and time leadership skills
• Data and metric-driven
• Flexibility and ability to adapt to new demands; strong sense of urgency
• Assertiveness, candor, and a “company first” mentality
• Minimum of Bachelor’s Degree or equivalent experience

Responsibilities

• Have a deep understanding of Addepar's Strategic Client segment, including industry challenges and goals
• Provide strategic oversight during the entire client journey, including implementation, optimization, growth, and renewal
• Partner with your account manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap
• Be the client's voice in Product Management, Product Marketing, Support, Renewals, Services, Finance, etc., building strong working relationships with each to ensure client success and consistency of contact
• Build and maintain a high level of client happiness and referenceability by successfully diagnosing clients' business operations and prescribing appropriate solutions and Services