Senior Client Success Manager – Enterprise

🔥 29 minutes ago

🇸🇬 Singapore – Remote

⏰ Full Time

🟠 Senior

🏆 Customer Success

👻 Ghost score 10%

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Addepar

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

📋 Description

• Oversee the full client lifecycle from implementation and go-live through growth and renewal • Understand client goals, business needs, and challenges to drive adoption, retention, and growth • Design and execute engagement plans with objectives, timelines, and KPIs • Analyze client operations and deliver tailored solutions and services • Build relationships with stakeholders from C-suite executives to daily platform users • Partner with Account Executives on account plans and expansion strategies • Report progress weekly to support forecasting • Identify cross-selling, new project scoping, and services expansion opportunities • Lead client presentations and product demonstrations • Promote feature adoption and educate clients on software enhancements • Represent client needs across Product, R&D, Support, and other teams • Identify and resolve functional or workflow obstacles • Maintain deep industry knowledge and stay current on trends

🎯 Requirements

• Extensive experience in client-facing roles and/or strategy positions within financial or wealth management services firms, large enterprises, or consulting firms • Proven success in consultant, strategist, sales, or technical account manager roles • Experience driving revenue growth, organizational change, adoption, and resolving complex client situations • Experience translating business needs into impactful technical solutions • Track record leading large, sophisticated enterprise projects and managing complex relationships • Experience developing strategies for deep engagement at scale • Exposure to technical products preferred • Strong executive presence and exceptional communication and presentation skills • Ability to engage C-level executives, decision-makers, and key influencers • Extensive knowledge of front, middle, and back office operations in wealth management firms • Strong analytical skills • Excellent time management and prioritization skills • Ability to collaborate across teams and independently navigate data and people to find solutions • Highly adaptable 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 • Valid authorization to work in Singapore • Visa sponsorship is not available

🏖️ Benefits

• Equal opportunity employer • Reasonable accommodation for individuals with disabilities • Occasional travel opportunity

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