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Addepar logo
Addepar

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

Client Success Manager – Core

Customer Success ManagerCustomer SuccessOtherRemoteSeniorTeam 501-1,000Since 2013H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

159 days ago

Salary

$69K - $107K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Client Success Manager – Core

Addepar

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ 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, 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

Job Requirements

  • 3+ years of experience in a RIA, Single Family Office, or Multi 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, referenceability, 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
  • You are open to travel

Benefits

  • bonus
  • equity
  • benefits

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