Addepar

Addepar

Client Success Manager - Key & Strategic

New York, NY

No sponsorship$69k-$107kDetected 27 days ago
Product ManagementProduct StrategySalesAccount ManagementCustomer SuccessAccount RetentionLeadershipCommunicationProblem Solving

About the role

  • The Key & Strategic Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client.
  • Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal.
  • Few roles provide such a direct impact on the growth of the company.

Responsibilities

  • 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 Executive 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
  • 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
  • Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows.
  • More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
  • Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.
  • Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
  • The Key & Strategic CSM Team manages some of Addepar's largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms.

Requirements

  • 3-5 years of experience working in a client facing role with proven track record an in-depth knowledge of our strategic client segment
  • Flexibility and ability to adapt to new demands
  • Minimum of Bachelor's Degree or equivalent experience

Compensation

  • The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Company info

  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
  • The Role
  • The Key & Strategic Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.
  • The Key & Strategic CSM Team manages some of Addepar's largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.
  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

Visa & Work Authorization

  • Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begi
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This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.