Addepar · 1 day ago
Client Success Manager - Institutional
New York, NY
Full-time
Onsite
Mid, Senior Level
$87K/yr - $136K/yr
5+ years expAddepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Institutional Client Success Manager will manage complex institutional relationships, ensuring clients derive maximum value from Addepar's platform and advising on investment decision-making and operational efficiency.
Financial ServicesFinTechSaaSSoftware
No H1B
Responsibilities
Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day in and day out
Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention
Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate
Develop success plans with clients, including mutually agreed-upon objectives, timelines, and metrics
Consult on the creation of high-stakes reporting deliverables, such as Quarterly Board Packages and Investment Committee reviews
Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software
Knowledgeably 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
Serve as the 'Institutional Voice' to Product and Engineering, translating complex requirements into roadmap features to allow for future success in the Institutional segment
Qualification
Required
5+ years in client-facing, client success, or strategy roles
A minimum of a bachelor's degree or equivalent professional experience is required
Proven record of translating business needs into technical utilization of available product solutions; Ideally, worked with a technical product
Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistency, 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
Familiarity with institutional performance reporting standards, attribution analysis, and risk metrics
Deep understanding of multi-asset class portfolio construction, with a specific focus on Alternative Investments (Private Equity, Venture Capital, Real Estate) and the data challenges associated with them
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 an institutional 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
Preferred
Experience specifically within the Institutional Asset Management space (OCIO, Endowment, Foundation, Pension, or Family Office) is a strong preference
CFA, CAIA, or CIPM designation is a strong plus
Benefits
Bonus
Equity
Benefits
Company
Addepar
Addepar is a software and data platform for even the most complex investment portfolios.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$761.36MKey Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M
Leadership Team
Eric Poirier
CEO
Bob Pisani
Chief Technology Officer
Recent News
2025-11-19
201 Created
2025-11-17
Company data provided by crunchbase