Client Success Manager
Core
Strategic post-sales partner ensuring maximum platform value, adoption, retention, and renewal for top-tier investment firms (Single/Multi-Family Offices, Wealth Management).
Role type
Senior Client Success Manager (Strategic Accounts)
Builds
Client adoption, platform utilization, and long-term account growth for high-net-worth investment clients
Domain
Financial Technology (FinTech) / Wealth Management / Investment Operations
Deliverable
client delivery
Required skills
Strategic account management, change management, cross-functional collaboration, C-level stakeholder engagement, business review facilitation, solution prescribing, data-driven decision making
Preferred skills
MBA, deep knowledge of strategic client segment challenges, product roadmap alignment
Technologies
Addepar platform, partner ecosystem tools
Responsibilities
Lead quarterly business reviews to align on priorities and adoption patterns; act as client advocate to Product and Services teams; diagnose client business operations and prescribe appropriate solutions; manage the full client lifecycle from implementation to renewal; partner with Account Executives to drive seamless handovers and growth
Seniority
Senior, hands-on IC with leadership capabilities