Senior Client Success Manager

Summary

Join Addepar's Client Success Management (CSM) team and play a pivotal role in the post-sales client lifecycle. As a CSM, you will ensure clients maximize the platform's value, driving adoption, retention, and renewal. You'll work with some of Addepar's largest and most sophisticated clients, acting as a trusted advisor and deeply understanding their business needs. This role involves close collaboration with Account Managers and cross-functional teams to manage change and drive platform utilization. You will advocate for clients, ensuring excellent experiences and gathering feedback to shape future solutions. Addepar offers a competitive salary, bonus, equity, and benefits package.

Requirements

• 10+ years of experience or (5 years + MBA) in working in a client facing role with proven track record an 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 Key & Strategic Client segment including industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase client adoption, growth, and ensure account retention
• Provide strategic oversight during the entire client journey, including implementation, optimization, growth, renewal so your team can deliver a seamless handover of knowledge and responsibilities where appropriate
• Partner with your Account Manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights
• Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc. building strong working relationship with each to ensure client success and consistency of contact
• Build and maintain a high level of client happiness and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services
• Key to the position is strong leadership capabilities which include building, cultivating and supporting a high-performance team, supporting team objectives and driving client success
• This person must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R&D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met
• They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community

Benefits

$110,000 - $171,000 (base salary) + bonus + equity + benefits