Full-Time

Client Success Manager

Enterprise

Updated on 6/1/2024

Addepar

Addepar

501-1,000 employees

Data aggregation platform for investment professionals

Data & Analytics
Fintech

Mid

Remote in USA

Required Skills
Communications
Management
Requirements
  • 2+ years in client-facing, client success, or strategy roles in financial or wealth management services
  • Proven record of translating business needs into technical product solutions
  • Strong analytical skills and structured framework approach
  • Knowledge of technology to engage with R&D teams and clients
  • Experience in consulting, strategy, or technical account management
  • Strong relationship-building skills with senior executives and decision-makers
  • Experience leading large projects at enterprise firms
  • Strong communication, time management, and collaboration skills
  • Ability to navigate data and people for solutions
  • Adaptability and ability to thrive in a fast-paced environment
  • Openness to travel
  • Fluency in Spanish, Portuguese, or other languages is a plus
Responsibilities
  • Cultivate relationships with assigned clients and key stakeholders
  • Understand client goals, business requirements, and ensure account retention
  • Provide strategic oversight throughout the client journey
  • Develop success plans and drive adoption of new features
  • Identify new revenue opportunities and participate in proposals to clients
  • Collaborate with Account Manager on business reviews and product roadmap alignment
  • Act as the voice of the client to internal teams
  • Maintain high client satisfaction and share success stories
  • Stay updated on industry trends and directions

Addepar

Company Stage

Series F

Total Funding

$1.6B

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

5%

1 year growth

10%

2 year growth

31%

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance