German Speaking Sr. Client Success Manager - Enterprise
Core
Strategic advisor for enterprise financial clients, driving platform adoption, retention, and revenue growth through deep business understanding and cross-functional collaboration.
Role type
Senior Enterprise Client Success Manager (Financial Services)
Builds
Addepar's data and AI platform for investment professionals
Domain
Wealth management, financial services, enterprise software
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Strategic client advisory, enterprise account management, revenue growth strategy, cross-functional leadership, change management, financial industry operations knowledge, executive presentation skills, complex problem solving
Preferred skills
DACH market experience, technical product knowledge, wealth management firm background
Technologies
Addepar platform, financial data tools
Responsibilities
Oversee full client lifecycle from implementation to renewal, build relationships with C-suite to daily users, drive expansion and retention strategies, lead client presentations and demos, champion feature adoption and education, represent client needs to product teams, resolve complex functional obstacles
Seniority
Senior, hands-on IC
