Addepar is looking for a Client Success Manager - Core to join our Core Client Success Team. In this role, you will drive client success throughout the complete post-sales lifecycle, serving as a trusted advisor to ensure clients derive maximum value from our platform, which directly impacts adoption, retention, and renewal.
What You'll Do
- Develop a deep understanding of the Addepar platform and apply it to clients’ requirements, industry challenges, and goals.
- Provide client support to senior team members during implementation, business reviews, instance reviews, and other BAU tasks.
- 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, and review product usage patterns.
- Assist in the identification of new revenue opportunities and participate in presentations to clients on new projects or additional products.
- Advocate for clients, building strong working relationships with cross-functional teams to ensure client success.
What We're Looking For
- 3+ years of experience in a RIA, Single Family Office, or Multi Family Office-oriented business or environment.
- Strong analytical skills and a consistent framework or process approach to problem-solving.
- Strong time management and prioritization skills.
- Strong verbal and written communication skills.
- Experience building and improving client engagement strategies with a track record of success.
- Ability to establish relationships with key influencers; 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.
- Open to travel.
Nice to Have
- Experience in a client-facing role for financial products or services for UHNW clients.
- Technology knowledge that helps you engage and have credibility with product groups within Addepar and clients.
- Experience handling difficult customers or situations and can demonstrate resolutions.
Team & Environment
You will be part of the Core Client Success Team at Addepar.
Benefits & Compensation
- Base Salary: $69,000 - $107,000
- Bonus
- Equity
- Comprehensive benefits package
Work Mode
This role is open to candidates in our global offices located in: New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions.
