Client Success Manager - Remote

Overview

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

In Short

• Join the Core Client Success Team at Addepar.
• Drive client success for the complete post-sales lifecycle.
• Become a trusted advisor to clients, understanding their business needs.
• Work closely with colleagues to identify opportunities for clients.
• Ensure an excellent client experience and gather feedback.
• Develop success plans for a pool of clients.
• Provide continuing education and insights to clients.
• Advocate for clients and build strong working relationships.
• Identify new revenue opportunities for the Account Manager.
• Collaborate with cross-functional teams to ensure client success.

Requirements

• 3+ years of experience in a client-facing role for financial products.
• Strong analytical skills and problem-solving approach.
• Technology knowledge to engage with product groups.
• Strong time management and prioritization skills.
• Experience building client engagement strategies.
• Ability to handle difficult customers and situations.
• Strong relationship-building skills with key influencers.
• Independent and adaptable in a fast-paced environment.
• Open to travel.

Benefits

• Competitive salary range with bonus and equity options.
• Opportunity to work in a global flexible workforce model.
• Engage with a diverse and inclusive work environment.
• Access to a range of professional development opportunities.
• Supportive team culture focused on client success.