Full-Time

Sr. Client Success Manager

Enterprise

Confirmed live in the last 24 hours

Addepar

Addepar

501-1,000 employees

Data aggregation platform for investment professionals

Data & Analytics
Fintech

Senior

Remote in USA

Required Skills
Sales
Communications
Requirements
  • 10+ years in sales, client-facing, client success, and/or strategy roles in financial or wealth management services
  • Proven record of translating business needs into technical utilization of product solutions
  • Strong analytical skills and discipline in processes and operations
  • Knowledge of technology to engage with R&D teams and clients up to MD/C-Suite level
  • Experience as a consultant, strategist, or technical account manager driving organizational change
  • Ability to build and maintain relationships with senior executives and decision-makers
  • Track record of leading large projects at a large enterprise firm
  • Strong communication, time management, and collaboration skills
  • Ability to navigate data and people for solutions
  • Must be open to travel
  • Fluency in Spanish, Portuguese, or other languages is a plus
Responsibilities
  • Cultivate long-term relationships with assigned clients
  • Understand client goals, business requirements, and ensure account retention
  • Provide strategic oversight throughout the client journey
  • Develop success plans with clients and drive adoption
  • Discuss opportunities for Addepar services and solutions
  • Deliver business reviews and align on priorities with clients
  • Be the voice of the client to internal teams
  • Maintain high client happiness and reference-ability
  • Share client success stories and frameworks
  • Stay updated on industry trends

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

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