Client Success Manager
Core
Strategic post-sales partnership for Addepar's largest clients (Single/Multi-Family Offices, Wealth Management Firms) to drive adoption, retention, and renewal.
Role type
Senior Client Success Manager (Strategic Accounts)
Builds
Client adoption, platform utilization, and account growth for high-net-worth financial institutions
Domain
Financial Technology (FinTech) / Wealth Management
Deliverable
client delivery
Required skills
Strategic account management, change management, cross-functional collaboration, C-level stakeholder engagement, business review facilitation, solution prescribing
Preferred skills
MBA, deep knowledge of strategic client segment challenges, product roadmap alignment
Technologies
Addepar platform
Responsibilities
Provide strategic oversight across the client journey (implementation to renewal), partner with Account Executives for quarterly business reviews, act as the client's internal advocate to product and support teams, diagnose client business operations and prescribe appropriate solutions
Seniority
Senior, hands-on IC with leadership capabilities
