Client Success Manager @Addepar

[Hiring] Client Success Manager @Addepar

Apr 01, 2025 - Addepar is hiring a remote Client Success Manager. 💸 Salary: $69,000 - $107,000 + bonus + equity + benefits. 📍Location: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

We are currently seeking a Client Success Manager to join our Core Client Success Team. The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client.

Ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal.
Become a trusted advisor to clients, deeply understanding their business and needs.
Work closely with colleagues to identify and reveal opportunities.
Cultivate cross-functional relationships in Product & Engineering and Services teams.
Advocate for clients, ensuring an excellent experience and gathering feedback.

Qualifications

3+ years of experience in a RIA, Single Family Office, or Multi Family Office oriented business or environment, preferably in a client-facing role for financial products or services for UHNW clients.
Strong analytical skills and a consistent framework or process approach to problem solving.
Technology knowledge that helps engage and build credibility with product groups within Addepar and clients.
Strong time management and prioritization skills, as well as verbal and written communication skills.
Experience building and improving client engagement strategies with a track record of success.
Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization.
Independent, adaptable, and can thrive in a fast-paced environment.
Open to travel.

Requirements

Handled difficult customers or situations and can demonstrate resolutions.
Ability to navigate data and people to find answers.

Benefits

The current range for this role is $69,000 - $107,000 + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

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📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

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Client Success Manager @Addepar

Customer Service

Salary 💸 $69,000 - $107,000 + bonus + equity + benefits	Remote Location USA
Job Type unspecified	Posted Apr 01, 2025

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📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

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[Hiring] Client Success Manager @Addepar

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