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Strategic Client Success Manager – Financial Tech

Job in Mountain View, Santa Clara County, California, 94039, USA
Listing for: Addepar
Full Time position
Listed on 2026-01-02
Job specializations:
  • Business
    Client Relationship Manager
Job Description & How to Apply Below
A leading financial technology firm in Mountain View is looking for a Client Success Manager. In this role, you will drive client success and ensure optimal platform utilization. Key responsibilities include developing success plans, providing support during implementation, and building relationships within cross-functional teams. Ideal candidates have 3+ years of experience in client-facing financial roles, strong analytical skills, and a proven record of client engagement strategies.

An inclusive environment with great growth opportunities awaits.
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