Client Success Manager

🔥 0 minutes ago

🏄 California, Colorado, +1 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🗽 New York – Remote

💵 $69k - $107k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Manage the complete post-sales lifecycle for key and strategic clients • Provide strategic guidance to drive platform adoption, retention, and renewal • Understand clients’ businesses, strategies, services, teams, and technology, and advise on increasing Addepar’s value • Provide strategic oversight across implementation, optimization, growth, and renewal • Partner with Account Executives to deliver quarterly business reviews covering priorities, optimization opportunities, product roadmap, usage, and adoption • Advocate for clients with Product Management, Product Marketing, Support, Renewals, Services, Finance, and other teams • Diagnose client business operations and prescribe appropriate solutions and services • Build client happiness and reference-ability • Collaborate with cross-functional teams and senior and C-level leaders to meet go-to-market objectives • Articulate Addepar’s propositions to the partner community

🎯 Requirements

• 8+ years of experience in a client-facing role, or 5 years plus an MBA • In-depth knowledge of the strategic client segment • Proven track record working with strategic clients • Minimum of Bachelor’s Degree or equivalent experience • Strong work ethic and proactive approach • Excellent problem-solving, communication, organization, and time-management skills • Data- and metric-driven approach • Flexibility and ability to adapt to new demands • Strong sense of urgency • Assertiveness, candor, and a company-first mentality • Successful track record collaborating with sales, marketing, R&D, Finance, and Legal • Experience interacting with senior-level leaders and C-level management • Deep understanding of Addepar technology and ability to articulate its propositions • Must be legally authorized to work in the United States for any employer without current or future visa sponsorship • Must be authorized to begin work in the U.S. on the first day of employment

🏖️ Benefits

• Bonus • Equity • Benefits • Reasonable accommodation for individuals with disabilities • Equal opportunity and inclusive workplace