Addepar

4 weeks ago

Sr. Client Success Manager - Enterprise

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour 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

Website LinkedIn

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Addepar

4 weeks ago

Sr. Client Success Manager - Enterprise

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

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

Industry: Wealth Management

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

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn