Client Success Manager

Addepar; São Paulo; Presencial; BRL 90.000 - 120.000; Tempo integral

Resumo da oferta

A global technology and data company is seeking a Client Success Manager in São Paulo, Brazil. The role involves supporting wealth management clients by guiding onboarding, optimizing platform use, and building client success practices tailored to the Brazilian market. The ideal candidate has 3+ years in financial services, strong communication skills, and fluency in Portuguese and English. This is a relationship-driven position that requires a proactive approach to client engagement.

Qualificações

• 3+ years of experience in financial services, fintech, or SaaS.
• Solid understanding of Brazil’s wealth and asset management ecosystem.
• Proven track record of building strong client relationships.
• Excellent communicator, comfortable engaging senior stakeholders.
• Self-starter with strong organizational skills.

Responsabilidades

• Develop expertise in the Addepar platform for clients’ needs.
• Build tailored client success plans and identify growth opportunities.
• Lead regular client touchpoints and strategic business reviews.
• Advocate for regional feature needs and product feedback.
• Ensure compliance with local regulations and data privacy norms.

Conhecimentos

Client relationship management

Financial services expertise

Strong communication skills

Analytical thinking

Fluency in Portuguese and English

Formação académica

Bachelor’s degree in Finance, Economics, Business Administration, or Technology

Descrição da oferta de emprego

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 more than 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, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.

The Role

We are seeking an experienced Client Success Manager (CSM) to join our growing presence in Brazil. In this role, you’ll be responsible for supporting some of the country’s most sophisticated wealth and asset management clients, helping them derive lasting value from the Addepar platform through engagement, adoption, and growth.

You will serve as a trusted advisor post-sale, guiding clients through onboarding, optimization, and long-term partnership. As one of our first CSMs in the region, you will also play a key role in building local client success practices, influencing how Addepar serves the Latin American market, and collaborating closely with our global Product, Engineering, and Services teams.

This is a hands-on, relationship-driven role requiring financial understanding, strong communication, and a proactive approach to client engagement.

What You’ll Do

• Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals.
• Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth.
• Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights.
• Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support.
• Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams.
• Help design and scale client success processes suited to Brazil and Latin America, aligning with Addepar’s global standards while adapting to regional expectations.
• Ensure compliance with local regulations and data privacy norms, including LGPD (Lei Geral de Proteção de Dados), especially in areas related to financial data handling, client reporting, and cross-border collaboration.

Who You Are

• 3+ years of experience in financial services, fintech, or SaaS, ideally in a client-facing function such as Client Success, Relationship Management, or Implementation.
• Solid understanding of Brazil’s wealth and asset management ecosystem, including common workflows, market dynamics, and client expectations.
• Proven track record of building strong client relationships and driving measurable outcomes in adoption, retention, and satisfaction.
• Excellent communicator, comfortable engaging senior stakeholders and influencing across technical and business audiences.
• Self-starter with strong organizational skills and the ability to work effectively in a fast-paced, entrepreneurial environment.
• Analytical thinker with the ability to diagnose client challenges and develop clear, actionable solutions.
• Familiarity with CVM and Bacen regulations or financial data management standards in Brazil is highly valued.
• Bachelor’s degree required; studies in Finance, Economics, Business Administration, or Technology are a plus.
• Fluency in Portuguese and English is required; Spanish proficiency is an advantage.
• Willingness to travel across Brazil and, occasionally, within Latin America to support client engagements.

Our GTM Team Attributes

Our team brings diverse backgrounds, experiences, and cultures and embodies these qualities:

• Deeply connected to our mission and to each other.
• Outcome-driven with strong communication skills.
• Reputation as a trusted colleague and thought leader.
• High intellectual and technical proficiency.
• Eager to both teach and learn.

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.