Client Success Manager - RIA

March 14

Addepar

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Addepar is a leading provider of technology for the wealth management industry.

501 - 1000

💰 $130M Corporate Round on 2021-11

Description

• Develop a deep understanding of the Addepar platform and be able to apply it to client’s 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 on 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

Requirements

• 2+ years experience in a Registered Investment Advisor (RIA) or Single 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, reference-ability 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 • Open to travel

Benefits

• Competitive base salary • Bonus • Equity • Benefits