Client Success Manager – Key, Strategic

🕒 il y a 6 jours

🇺🇸 États-Unis – Télétravail

💵 $87 000 - $136 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

🏆 Customer Success

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Recevoir des emails pour des emplois à distance

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Addepar

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 €130 000 000 Corporate Round en 2021-11

Finance • Fintech • SaaS

Addepar est une plateforme technologique et de données complète conçue pour optimiser la gestion de patrimoine pour les professionnels de l'investissement à l'échelle mondiale. Elle offre aux entreprises des outils sophistiqués pour gérer des portefeuilles d'investissement complexes, proposant des fonctionnalités telles que l'agrégation de données, la négociation de portefeuilles, la modélisation de portefeuilles et le suivi des frais. Avec plus de 6 000 milliards de dollars d'actifs gérés, Addepar dessert divers services financiers, y compris les gestionnaires de patrimoine, les family offices, les banques privées et les courtiers-négociants. Elle soutient plus de 45 marchés à travers le monde et propose des solutions de reporting et d'intégration personnalisables, facilitant une meilleure prise de décision et la satisfaction des clients.

Description

• 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

🎯 Exigences

• 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.

🏖️ Avantages

• Bonus • Equity