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Client Engagement & Success Manager
Family Office
Posted on 3/15/2023
Remote in USA
Experience Level
Desired Skills
  • 5+ years experience in a Family Office oriented business or environment, preferably, in a client-facing role for financial products or services utilized by family offices and/or UHNW individuals
  • Possess a consistent record of translating business needs into technical utilization of available product solutions
  • Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies and framework to processes and operations
  • You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients up to VP/C-level engagements
  • Strong verbal and written communication skills
  • History of success driving organizational change and adoption efforts
  • Experience building and enhancing relationships with key influencers, decision makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization
  • Strong time management and prioritization skills
  • You have handled difficult customers or situations and can demonstrate resolutions
  • Must work within a team environment with Addepar Cross-Functional teams: Sales, Account Management, Product, Marketing, Engineering, and Services peers
  • Ability to navigate data and people to find answers
  • Independent, adaptable and can thrive in a fast-paced environment
  • You are open to travel
  • Cultivate long-term relationships with your clients, connecting with key business executives down to the power users using the platform day-in and day-out
  • Develop a deep understanding of your single-family office clients' requirements, industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase their adoption, growth, and ensure account retention
  • Provide strategic oversight during the entire client journey, including implementation, optimization, growth, renewal and ensure a seamless handover of knowledge and responsibilities where appropriate
  • Develop success plans with clients, including agreed-to mutual critical metrics
  • Drive adoption of the platform and provide continuing education to clients on the monthly software improvements
  • Partner with the Account Manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar's product roadmap, and review product usage patterns or insights
  • Confidently 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 presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions
  • Be the voice of the client to Product Management, Product Marketing, Support,Services, 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
  • Evangelize Addepar customer success stories as well as customer success systems and processes; Develop/maintain technical and business knowledge of industry directions and trends

201-500 employees

Wealth management platform for investors & advisors
Company Overview
Addepar's mission is to create a more transparent financial system. The company provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.
  • 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
Company Core Values
  • Act Like an Owner: Think and operate with intention, purpose and care. Own outcomes.
  • Build Together: Collaborate to unlock the best solutions. Deliver lasting value.
  • Champion Our Clients: Exceed client expectations. Our clients’ success is our success.
  • Drive Innovation: Be bold and unconstrained in problem solving. Transform the industry.
  • Embrace Learning: Engage our community to broaden our perspective. Bring a growth mindset.