Addepar is hiring a
Sr. Client Success Manager

Summary

The job is for a Client Engagement & Success Management (CESM) role at Addepar, a global technology and data company. The CESM team manages large and sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. The role involves cultivating long-term relationships with assigned clients, understanding their goals, business requirements, and industry challenges, and driving adoption and education about new features and enhancements.

Requirements

• 10+ years in sales, client-facing, client success, and/or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, or other types of large enterprise or consulting firms
• Proven record of translating business needs into technical utilization of available product solutions
• Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations
• Knowledge of technology that helps engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level
• History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts
• Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization
• Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm
• Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions
• Strong verbal and written communication skills; Strong time management and prioritization skills
• Must be collaborative and work effectively within a team environment and cross-functionally across Addepar
• Ability to navigate data and people to find answers
• Independent, adaptable, and can thrive in a fast-paced environment
• Must be open to travel

Responsibilities

• Cultivate long-term relationships with your portfolio of assigned clients
• Develop a deep understanding of each client's goals, business requirements, and industry challenges
• Provide strategic oversight during the entire client journey
• Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics
• Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software
• Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement
• Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients
• Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap
• Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement

Preferred Qualifications

The ability to communicate in Spanish, Portuguese, or other languages is a plus

Benefits

Base salary range of $109,000 - $170,000 + bonus + equity + benefits