Client Success Manager - Core

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role 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. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company! You will become a trusted advisor to these clients, deeply understanding their business and their needs, and help them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product & Engineering and Services teams to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience and gather feedback to aid Addepar in building the next generation of solutions. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $69,000 - $107,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals Provide client support to senior members of the team during implementation, business reviews, instance reviews, and other BAU tasks to support an outstanding client experience Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities Provide continuing education and insights to clients relating to product updates, Addepar’s product roadmap, as well as review product usage patterns Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists, and participate in presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions Advocate for clients, building strong working relationships with cross-functional teams to ensure client success Who You Are 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 You have technology knowledge that helps you engage and have 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, as proven by improved client health, referenceability, and platform adoption You have handled difficult customers or situations and can demonstrate resolutions Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization Ability to navigate data and people to find answers Independent, adaptable, and can thrive in a fast-paced environment You are open to travel 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. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.