Client Success Manager - Remote

Overview

The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal.

In Short

• Develop a deep understanding of the Addepar platform and apply it to client’s requirements.
• Provide client support during implementation and business reviews.
• Develop success plans for clients to drive adoption and identify opportunities.
• Provide education and insights to clients regarding product updates.
• Assist in identifying new revenue opportunities for the Account Manager.
• Advocate for clients and build strong relationships with cross-functional teams.

Requirements

• 3+ years 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 communication skills.
• Experience in improving client engagement strategies.
• Ability to handle difficult customers and situations.
• Ability to establish relationships with key influencers.
• Independent and adaptable in a fast-paced environment.
• Open to travel.

Benefits

• Competitive salary with bonus and equity options.
• Flexible work environment.
• Opportunities for professional growth and development.
• Inclusive and diverse workplace culture.