Client Success Manager

Addepar
New York
Workplace: RemoteFull timeUSD 109,000 - 163,000 annuallyFunction: Customer Success & Account ManagementExperience: 8+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Organization","Leadership","Data-driven decision making","Adaptability"]

Own the full post-sales client success lifecycle for Addepar’s Key & Strategic clients, driving adoption, retention, and renewals through strategic guidance and partnership. Build executive relationships and deliver quarterly business reviews aligned to priorities, usage insights, and the product roadmap. Serve as the client advocate across cross-functional teams—Support, Renewals, Services, Product, and Finance—while diagnosing needs and prescribing solutions that increase client value.

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Addepar
Addepar
3 days ago

Client Success Manager

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Last checked: 8 hours agoStatus: Live

Job Summary

Own the full post-sales client success lifecycle for Addepar’s Key & Strategic clients, driving adoption, retention, and renewals through strategic guidance and partnership. Build executive relationships and deliver quarterly business reviews aligned to priorities, usage insights, and the product roadmap. Serve as the client advocate across cross-functional teams—Support, Renewals, Services, Product, and Finance—while diagnosing needs and prescribing solutions that increase client value.
Location: New York
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Drive client adoption success across implementation, optimization, growth, and renewal to ensure a seamless handover of knowledge and responsibilities.
  • •Partner with Account Executives to deliver quarterly business reviews, aligning on priorities, optimization opportunities, roadmap insights, and usage/adoption patterns.
  • •Act as the voice of the client to internal teams (Product Management, Product Marketing, Support, Renewals, Services, Finance) to ensure consistent client success and contact.
  • •Diagnose client business operations and prescribe appropriate solutions and services to maximize client happiness, reference-ability, and value.
  • •Lead within the CSM team by building, cultivating, and supporting a high-performance team and driving client success objectives.

Pay and Benefits

Salary: USD 109,000 - 163,000 annually
Equity and Bonus:Equity

Key Requirements

  • •8+ years of experience, or 5+ years plus an MBA, in a client-facing role with a proven track record in the strategic client segment.
  • •In-depth knowledge of Addepar’s strategic client segment and the client journey.
  • •A minimum of a Bachelor’s degree or equivalent experience.
  • •Excellent problem-solving, communication, organization, and time leadership skills.
  • •Data- and metric-driven decision making with flexibility and strong sense of urgency.
Experience:8+ yearsClient-facingClient successWealth management
Education:Bachelor's
Skills:CommunicationProblem-solvingOrganizationLeadershipData-driven decision makingAdaptability
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