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Addepar · 20 hours ago

Client Success Manager - Core

United States

Full-time

Remote

Mid Level

$69K/yr - $107K/yr

3+ years exp

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. They are seeking a Client Success Manager to drive client success through strategic guidance and partnership, ensuring clients derive maximum value from the Addepar platform.

Financial ServicesFinTechSaaSSoftware

Comp. & Benefits

No H1B

Responsibilities

Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals

Provide client support to senior members of the team during implementation, business reviews, instance reviews, and other BAU tasks to support an outstanding client experience

Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities

Provide continuing education and insights to clients relating to product updates, Addepar’s product roadmap, as well as review product usage patterns

Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists, and participate in presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions

Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Qualification

Client engagement strategiesAnalytical skillsFinancial products knowledgeProblem-solving frameworkTime managementVerbal communicationWritten communicationRelationship buildingAdaptability

Required

3+ years of experience in a RIA, Single Family Office, or Multi Family Office-oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients

Strong analytical skills and a consistent framework or process approach to problem-solving

You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients

Strong time management and prioritization skills, as well as verbal and written communication skills

Experience building and improving client engagement strategies with a track record of success, as proven by improved client health, referenceability, and platform adoption

You have handled difficult customers or situations and can demonstrate resolutions

Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization

Ability to navigate data and people to find answers

Independent, adaptable, and can thrive in a fast-paced environment

You are open to travel