Client Success Manager - Core

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in over 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.

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. 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 and help ensure an excellent experience while gathering feedback to aid Addepar in building the next generation of solutions.

Salary
Base salary range: $69,000 – $107,000 + bonus, equity, and benefits. Additional information about the specific salary range for your preferred location will be provided during the hiring process.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship and must be authorized to begin work in the U.S. on their first day of employment.

• Develop a deep understanding of the Addepar platform and 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, and review product usage patterns.
• Assist in identifying new revenue opportunities for the Account Manager and Product Specialists, and participate in presentations to clients, including new projects, additional Addepar products or partner solutions.
• Advocate for clients and build strong working relationships with cross‑functional teams to ensure client success.

• 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 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.
• Handled difficult customers or situations and can demonstrate resolutions.
• Ability to establish relationships with key influencers (internal and client), executive presence and ability to navigate and persuade all levels of an organization.
• Ability to navigate data and people to find answers.
• Independent, adaptable and able to thrive in a fast‑paced environment.
• Open to travel.

• 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…