Addepar

1 month ago

Client Success Manager - Key & Strategic

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Strategically manage post-sales relationships for Addepar’s Key & Strategic client segment, driving adoption, retention, and renewal. Act as the client advocate across cross-functional teams, oversee the full client journey from implementation to renewal, and lead quarterly business reviews to align product roadmap with client goals. Build high client happiness, guiding sophisticated wealth-management clients toward maximum value from the platform.

Location: New York

Workplace: Remote

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

Key Responsibilities

•Understand the Key & Strategic client segment and how clients derive value from Addepar to drive adoption, growth, and retention.
•Provide strategic oversight across the client journey from implementation to renewal to ensure seamless knowledge transfer.
•Partner with the Account Executive to deliver quarterly business reviews aligning priorities with Addepar’s roadmap and adoption insights.
•Be the voice of the client to cross-functional teams (Product, Support, Finance, Legal) to ensure client success and consistent contact.
•Build and maintain high client happiness and reference-ability by diagnosing client operations and prescribing appropriate solutions and Services.

Pay and Benefits

Salary: USD 69,000 - 107,000 annually

Equity and Bonus:Equity

Key Requirements

•8+ years of client-facing experience with deep knowledge of strategic client segments (wealth/asset management)
•Excellent problem-solving, communication, organization, and time leadership skills
•Strong work ethic, proactive attitude, and leadership capabilities with track record of building high-performance teams
•Minimum of Bachelor’s Degree or equivalent experience (MBA is a plus)

Experience:8+ yearsWealth managementFintechInvestment platform

Education:Bachelor's

Skills:CommunicationLeadershipProblem-solvingTeam leadershipTime management

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn

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Addepar

1 month ago

Client Success Manager - Key & Strategic

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Remote

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

Key Responsibilities

•Understand the Key & Strategic client segment and how clients derive value from Addepar to drive adoption, growth, and retention.
•Provide strategic oversight across the client journey from implementation to renewal to ensure seamless knowledge transfer.
•Partner with the Account Executive to deliver quarterly business reviews aligning priorities with Addepar’s roadmap and adoption insights.
•Be the voice of the client to cross-functional teams (Product, Support, Finance, Legal) to ensure client success and consistent contact.
•Build and maintain high client happiness and reference-ability by diagnosing client operations and prescribing appropriate solutions and Services.

Pay and Benefits

Salary: USD 69,000 - 107,000 annually

Equity and Bonus:Equity

Key Requirements

•8+ years of client-facing experience with deep knowledge of strategic client segments (wealth/asset management)
•Excellent problem-solving, communication, organization, and time leadership skills
•Strong work ethic, proactive attitude, and leadership capabilities with track record of building high-performance teams
•Minimum of Bachelor’s Degree or equivalent experience (MBA is a plus)

Experience:8+ yearsWealth managementFintechInvestment platform

Education:Bachelor's

Skills:CommunicationLeadershipProblem-solvingTeam leadershipTime management

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn