Addepar · 1 week ago
Head of Client Success - Core & Strategic
NYC Metro Area
Full-time
Hybrid
Director/Executive
$177K/yr - $276K/yr
12+ years expAddepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Head of Client Success will lead a multi-tiered organization to ensure the post-sales health of vital clients, drive adoption and retention, and partner with cross-functional teams to enhance client success.
Financial ServicesFinTechSaaSSoftware
No H1B
Responsibilities
Lead Leaders - Direct and develop a multi-layer Client Success organization, including managers of managers. You will own leadership development, succession planning, capacity planning, and hiring
Drive Retention & Growth - Own adoption, retention, renewal, and net revenue retention (NRR) outcomes across Core and Strategic clients, partnering with Sales and Services to drive long-term client growth and optimization
SaaS & Lifecycle Leadership - Provide strategic oversight across the full client lifecycle—from implementation through renewal—partnering cross-functionally with Sales, Product, Engineering, Services, and Support
AI-Forward Operating Model - Leverage data and AI-enabled tools to improve team efficiency, surface insights, and proactively identify client risks and growth opportunities
Architect Success at Scale - Drive consistent success planning and clear KPIs. You will ensure your organization is proactively consulting on best practices to maximize platform utilization
Executive Stewardship & Client Voice - Act as the primary escalation point for complex issues and lead high-stakes, executive-level conversations, including QBRs and strategic renewals
Qualification
Required
12+ years in client-facing roles (CSM, Account Management, or Consulting) with experience managing other people managers
Experience working with complex or technical products
Background in Wealth Management, Financial Services, or FinTech is a significant advantage
Comfortable operating in a high-growth, evolving environment
Proven ability to lead teams through change and ambiguity
Strong communicator with the sound judgment required to sit across from C-suite executives at major financial institutions
Use expertise to consult on best practices and refuse to give up until clients succeed
Willingness to travel to meet clients
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