Sr. Client Success Manager - Enterprise

Addepar
Singapore
Workplace: RemoteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Presentation","Relationship-building","Strategic thinking","Problem-solving"]

Lead enterprise client success initiatives by managing post-sales lifecycle for sophisticated clients (global/private banks, broker-dealers). Drive adoption, retention, renewals, and revenue growth through strategic advisory, cross-functional collaboration, and data-driven engagement plans. Deliver compelling presentations, align solutions with client goals, and advocate for client needs to shape product improvements.

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Addepar
Addepar
2 months ago

Sr. Client Success Manager - Enterprise

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Last checked: 13 hours agoStatus: Live

Job Summary

Lead enterprise client success initiatives by managing post-sales lifecycle for sophisticated clients (global/private banks, broker-dealers). Drive adoption, retention, renewals, and revenue growth through strategic advisory, cross-functional collaboration, and data-driven engagement plans. Deliver compelling presentations, align solutions with client goals, and advocate for client needs to shape product improvements.
Location: Singapore
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Lead Strategic Client Oversight and Planning: Oversee the full client lifecycle from implementation to growth and renewal, design engagement plans with objectives, timelines, and KPIs, and tailor solutions to drive adoption and advocacy.
  • •Build Meaningful Relationships: Develop deep relationships with stakeholders at all levels, including C-suite and end-users, to drive long-term success.
  • •Drive Revenue Growth: Partner with Account Executive to develop plans for expansion, report weekly progress, and identify opportunities for cross-selling and new project scope.
  • •Deliver Engaging Presentations: Lead product demonstrations and presentations tailored to diverse audiences to drive usage and revenue growth.
  • •Champion Adoption, Education, and Knowledge Sharing: Promote feature adoption, educate clients on updates, and share best practices to drive client success frameworks.
Travel: Low travel

Key Requirements

  • •Extensive years of experience in client-facing roles (e.g., sales, client management, client success) within financial or wealth management firms or equivalent large enterprises or consulting
  • •Proven track record in consultant, strategist, sales, and technical account manager roles driving revenue growth, organizational change and adoption
  • •Demonstrated ability to lead large, sophisticated enterprise projects and manage complex relationships with exposure to technical products preferred
  • •Strong executive presence with exceptional communication and presentation skills, adept at engaging with C-level executives and key influencers
  • •A bachelor’s degree or equivalent professional experience; willingness to travel occasionally
Experience:Wealth managementFinancial servicesEnterprise software
Education:Bachelor's
Skills:CommunicationPresentationRelationship-buildingStrategic thinkingProblem-solving
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
WebsiteLinkedIn