Full-Time
Sr. Client Success Manager
Posted on 4/7/2024
Software and data platform for investment professionals
Compensation Overview
$109,000 - $170,000Annually
Senior, Expert
Remote in USA
- 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; Ideally, also worked with a technical product.
- 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 you 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.
- The ability to communicate in Spanish, Portuguese, or other languages is a plus.
- Cultivate long-term relationships with assigned clients, connecting with key business executives, home office support teams, power users, and end-users.
- Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions, and ensure account retention.
- Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal.
- 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.
- 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, align on business priorities, optimization opportunities, and review product usage and adoption patterns.
- Be the voice of the client to Product, R&D, Support, Services, Marketing, etc.
- Build and maintain a high level of client happiness and reference-ability.
- Share Addepar client success stories as well as client success frameworks and processes.
- Develop/maintain technical and business knowledge of industry directions and trends.
Addepar is a multi-product software and data platform that aggregates portfolio, market, and client data for over $4.5 trillion in assets, integrating with over 100 software, data, and services partners to deliver a complete solution for investment professionals.
Company Stage
Series F
Total Funding
$1.6B
Headquarters
Mountain View, California
Founded
2009
6 month growth
↑ 4%1 year growth
↑ 8%2 year growth
↑ 35%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