Client Success Manager – Key, Strategic

🕒 vor 9 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $87.000 - $136.000 / Jahr

⏰ Vollzeit

🟠 Senior

🔴 Experte

🏆 Customer Success

🦅 H1B-Visum-Sponsor

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Addepar

WebsiteLinkedInAlle Stellen

501 - 1000 Mitarbeiter

Gegründet 2013

💸 Finanzen

💳 Fintech

☁️ SaaS

💰 €130.000.000 Corporate Round im 2021-11

Finance • Fintech • SaaS

Addepar ist eine umfassende Technologie- und Datenplattform, die darauf ausgelegt ist, das Vermögensmanagement für Investmentprofis weltweit zu optimieren. Sie bietet Firmen anspruchsvolle Werkzeuge zur Verwaltung komplexer Anlageportfolios und bietet Funktionen wie Datenaggregation, Portfoliotrading, Portfoliomodellierung und Gebührenerfassung. Mit über 6 Billionen US-Dollar an verwaltetem Vermögen bedient Addepar eine Vielzahl von Finanzdienstleistungen, darunter Vermögensverwalter, Family Offices, Privatbanken und Broker-Dealer. Die Plattform unterstützt über 45 Märkte weltweit und bietet anpassbare Berichts- und Integrationslösungen, die eine bessere Entscheidungsfindung und Kundenzufriedenheit ermöglichen.

Beschreibung

• Have a deep understanding of Addepar's Key & Strategic Client segment including industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase client adoption, growth, and ensure account retention • Provide strategic oversight during the entire client journey, including implementation, optimization, growth, renewal so your team can deliver a seamless handover of knowledge and responsibilities where appropriate • Partner with your Account Executive to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights • Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc. building strong working relationship with each to ensure client success and consistency of contact • Build and maintain a high level of client happiness and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services • Key to the position is a strong work ethic, creativity of approaches in covering clients, sense of urgency in everything you do, and strong leadership capabilities which include building, cultivating and supporting a high-performance team, supporting team objectives and driving client success. This person must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R&D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community

🎯 Anforderungen

• 8+ years of experience or (5 years + MBA) in working in a client facing role with proven track record an in-depth knowledge of our strategic client segment • Strong work ethic, upbeat, proactive, standout colleague • Excellent problem solving, communication, organization, and time leadership skills • Data and metric driven • Flexibility and ability to adapt to new demands; strong sense of urgency • Assertiveness, candor, and a “company first” mentality • Minimum of Bachelor’s Degree or equivalent experience.

🏖️ Vorteile

• Bonus • Equity