Client Success Manager

Addepar
New York
Workplace: RemoteFull timeUSD 69,000 - 107,000 annuallyFunction: Customer Success & Account ManagementExperience: 8+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Organization","Time management","Leadership","Urgency","Adaptability","Assertiveness","Candor"]

Own the end-to-end post-sales client lifecycle, partnering with customers to drive adoption, retention, and renewal of the platform. Lead strategic oversight across implementation, optimization, growth, and renewal, while delivering quarterly business reviews with Account Executives. Serve as the client’s internal advocate across Product, Support, Renewals, Services, and Finance to translate feedback into next-generation client-centric solutions.

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Addepar
Addepar
3 days ago

Client Success Manager

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Job Summary

Own the end-to-end post-sales client lifecycle, partnering with customers to drive adoption, retention, and renewal of the platform. Lead strategic oversight across implementation, optimization, growth, and renewal, while delivering quarterly business reviews with Account Executives. Serve as the client’s internal advocate across Product, Support, Renewals, Services, and Finance to translate feedback into next-generation client-centric solutions.
Location: New York
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Drive client success across the entire post-sales lifecycle, including implementation, optimization, growth, and renewal.
  • •Provide strategic oversight and ensure seamless knowledge handover across the client journey where appropriate.
  • •Partner with the Account Executive to deliver quarterly business reviews and align on priorities, optimization opportunities, product roadmap, and usage/adoption patterns.
  • •Act as the voice of the client across Product Management, Product Marketing, Support, Renewals, Services, Finance, and other teams.
  • •Maintain client happiness and reference-ability by diagnosing business 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 experience (or 5+ years with MBA) in a client-facing role with a proven track record in a strategic client segment.
  • •Minimum of a Bachelor’s Degree (or equivalent experience).
  • •Strong problem-solving, communication, organization, and time leadership skills.
  • •Data- and metric-driven approach to diagnosing client business operations.
  • •Flexibility, urgency, assertiveness, candor, and a company-first mentality.
Experience:8+ years
Education:Bachelor's
Skills:CommunicationProblem-solvingOrganizationTime managementLeadershipUrgencyAdaptabilityAssertivenessCandor

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