Addepar · 17 hours ago
Sr. Client Success Manager - Enterprise
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$110K/yr - $171K/yr
10+ years expAddepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Sr. Client Success Manager will oversee the post-sales lifecycle for Addepar's largest clients, ensuring they achieve maximum value from the platform through strategic guidance and relationship building.
Financial ServicesFinTechSaaSSoftware
No H1B
Responsibilities
Lead Strategic Client Oversight and Planning: Oversee the full client lifecycle — from implementation and go-live to growth and renewal — ensuring seamless transitions and sustained engagement. Gain a deep understanding of client goals, business needs, and challenges to drive product adoption, retention, and growth. Design and execute engagement plans with clear objectives, timelines, and KPIs. Analyze operations to deliver tailored solutions and services, enhancing satisfaction and fostering long-term relationships and advocacy
Build Meaningful Relationships: Forge deep, enduring relationships with clients, connecting with stakeholders at all levels — from C-suite executives to daily platform users — to drive long-term success
Drive Revenue Growth: Partner with the Executive Relationship Officer/Account Manager to develop Account Plans and craft targeted strategies for driving expansion and achieving sales and retention goals. Report progress weekly to support forecasting efforts. Leverage frequent touchpoints, such as meetings and business reviews, to align with clients on priorities, maximize product utilization, and uncover additional revenue opportunities, including cross-selling, new project scoping, and services offering expansion
Deliver Engaging Presentations: Lead impactful presentations and product demonstrations tailored to diverse audiences — from leadership to end-users — driving broader usage, new assets, and revenue growth
Champion Adoption, Education, and Knowledge Sharing: Promote feature adoption, continuously educate clients on software enhancements, and share success stories and best practices to promote client success frameworks
Foster Client Alignment: Build strong cross-functional relationships and represent client needs across Product, R&D, Support, and other teams to ensure consistent, meaningful engagement and successful outcomes
Overcome Challenges and Problem-Solve: Partner with Addepar teams and clients to identify and resolve key functional or workflow obstacles, enabling increased adoption and driving long-term growth
Maintain Industry Expertise: Maintain deep industry knowledge and stay updated on trends and directions
Qualification
Required
10+ years of experience in client-facing roles (i.e. sales, client management, client success) and/or strategy positions within financial or wealth management services firms (e.g., wirehouses, broker/dealers, banks, private banks) or similar large enterprises or consulting firms
Proven success in consultant, strategist, sales, and technical account manager roles, driving revenue growth, organizational change and adoption, resolving complex client situations, and translating business needs into impactful technical solutions
Demonstrated track record in leading large, sophisticated enterprise projects and managing complex relationships, with experience developing strategies for deep engagement at scale; exposure to technical products preferred
Strong executive presence with exceptional communication and presentation skills, adept at building relationships and engaging effectively with C-level executives, decision-makers, and key influencers, while navigating complex, matrixed organizations
Extensive knowledge of front, middle, and back office operations in wealth management firms, including portfolio management, client reporting, compliance workflows, and operational efficiency tools
Strong analytical skills, focusing on introducing discipline, consistency, and structured frameworks to processes and operations
Excellent time management and prioritization skills, with the ability to collaborate effectively across teams at Addepar and independently navigate data and people to find solutions
Highly adaptable, thriving in fast-paced, dynamic, and rapidly evolving environments
Willingness to travel occasionally
A minimum of a bachelor's degree or equivalent professional experience is required
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment
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