Client Success Manager

Addepar; São Paulo; Presencial; BRL 20.000 - 80.000; Tempo integral

Resumo da oferta

An established industry player seeks a Client Success Manager to drive client success in the LATAM region. This role involves becoming a trusted advisor, ensuring clients maximize their use of the platform. With a focus on strategic guidance, you will collaborate with cross-functional teams to enhance client experiences and drive platform adoption. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a proven track record in client engagement strategies. Join a dynamic team dedicated to exceeding client expectations and fostering innovation in financial services.

Qualificações

• 3+ years in a client-facing role for financial products or services.
• Strong analytical skills and problem-solving framework.

Responsabilidades

• Develop success plans for clients to drive adoption and identify opportunities.
• Provide client support during implementation and business reviews.

Conhecimentos

Analytical Skills

Client Engagement Strategies

Problem Solving

Time Management

Communication Skills

Relationship Building

Multilingual (Spanish, Portuguese)

Formação académica

3+ years in RIA or Family Office

Descrição da oferta de emprego

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 more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client in the LATAM region. 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.

What You’ll Do

1. Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals
2. 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
3. Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities
4. Provide continuing education and insights to clients relating to product updates, Addepar’s product roadmap, and review product usage patterns
5. 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
6. Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Who You Are

1. 3+ years of experience in a RIA or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for ultra-high net worth clients (UHNW).
2. Strong analytical skills and a consistent framework or process approach to problem solving
3. You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients
4. Strong time management and prioritization skills, as well as verbal and written communication skills
5. Experience building and improving client engagement strategies with a track record of success as proven by improved client health, referenceability, and platform adoption
6. You have handled demanding customers or situations and can demonstrate resolutions
7. Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization
8. Ability to navigate data and people to find answers
9. Independent, adaptable, and can thrive in a fast-paced environment
10. You are open to travel and are multilingual - Spanish required, Portuguese beneficial

Our Values

1. Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
2. Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
3. Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
4. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
5. 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.