Sr. Client Success Manager - Enterprise

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, Singapore and São Paulo.

The Role The Client Success Management (CSM) team at Addepar oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a strategic client advisor, you’ll build a deep understanding of each client’s business — including corporate strategy, business model, services offering, and technology — to help them achieve their goals and fully leverage Addepar’s solutions.

As part of the Enterprise CSM Team, you will manage Addepar’s largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker-dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and revenue growth — playing a pivotal role in Addepar’s expansion. In this role, you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations, clearly articulating Addepar’s value proposition and aligning its capabilities with client needs and business objectives.

Working cross-functionally, you will identify opportunities to deepen engagement, expand adoption, and develop and execute data-driven strategies to help Addepar grow new annual recurring revenue.

Additionally, you will facilitate change management, implement best practices, and optimize platform utilization. Acting as the client’s advocate, you will ensure a superior experience while gathering insights to shape the next generation of client-focused solutions licants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll DoLead Strategic Client Oversight and Planning:
Oversee the full client lifecycle —  from implementation and go-live to growth and renewal — ensuring seamless transitions and sustained engagement. Gain a deep understanding of client goals, business needs, and challenges to drive product adoption, retention, and growth. Design and execute engagement plans with clear objectives, timelines, and KPIs. Analyze operations to deliver tailored solutions and services, enhancing satisfaction and fostering long-term relationships and advocacy

Build Meaningful Relationships:
Forge deep, enduring relationships with clients, connecting with stakeholders at all levels — from C-suite executives to daily platform users — to drive long-term success

Drive Revenue Growth:
Partner with the Account Executive to develop Account Plans and craft targeted strategies for driving expansion and achieving sales and retention goals. Report progress weekly to support forecasting efforts. Leverage frequent touchpoints, such as meetings and business reviews, to align with clients on priorities, maximize product utilization, and uncover additional revenue opportunities, including cross-selling, new project scoping, and services offering expansion

Deliver Engaging Presentations:
Lead impactful presentations and product demonstrations tailored to diverse audiences —  from leadership to end-users — driving broader usage, new assets, and revenue growth

Champion Adoption, Education, and Knowledge Sharing:
Promote feature adoption, continuously educate clients on software enhancements, and share success stories and best practices to promote client success frameworks

Foster Client Alignment:
Build strong cross-functional relationships and…