Client Success Manager

Socket.dev; New York (NY); On-site; USD 109,000 - 163,000; Full time

Job summary

Addepar seeks an experienced Client Success Manager to oversee post-sales lifecycle for top-tier clients, guiding adoption and renewal efforts. You will partner with Account Executives and cross-functional teams to ensure high client satisfaction and effective knowledge transfer.

The role emphasizes strategic oversight, client advocacy, and leadership of a high-performance team to drive GTM objectives and client value.

Qualifications

• 8+ years in client-facing roles with strategic client experience.
• Strong work ethic, proactive and team-oriented.
• Excellent problem solving and communication skills.
• Data- and metric-driven mindset.
• Ability to adapt quickly with a strong sense of urgency.
• Company-first mindset and leadership capabilities.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Understand Addepar's strategic client segment and usage patterns.
• Oversee the client journey from implementation to renewal for seamless handover.
• Partner with Account Executive for quarterly business reviews and product adoption insights.
• Be the client voice to Product, Support, Finance, and Legal to ensure client success.
• Build high client happiness and reference-ability through effective issue diagnosis.
• Lead cross-functional collaboration among Sales, Marketing, R&D, Finance and Legal.

Education

Bachelor's degree or equivalent

MBA

Job description

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 is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures 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.

The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.

This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Have a deep understanding of Addepar's Key & Strategic Client segment including industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase client adoption, growth, and ensure account retention
• Provide strategic oversight during the entire client journey, including implementation, optimization, growth, renewal so your team can deliver a seamless handover of knowledge and responsibilities where appropriate
• Partner with your Account Executive to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights
• Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc. building strong working relationship with each to ensure client success and consistency of contact
• Build and maintain a high level of client happiness and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services
• Key to the position is a strong work ethic, creativity of approaches in covering clients, sense of urgency in everything you do, and strong leadership capabilities which include building, cultivating and supporting a high-performance team, supporting team objectives and driving client success. This person must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R&D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community

Who You Are

• 8+ years of experience or (5 years + MBA) in working in a client facing role with proven track record an in-depth knowledge of our strategic client segment
• Strong work ethic, upbeat, proactive, standout colleague
• Excellent problem solving, communication, organization, and time leadership skills
• Data and metric driven
• Flexibility and ability to adapt to new demands; strong sense of urgency
• Assertiveness, candor, and a “company first” mentality
• Minimum of Bachelor’s Degree or equivalent experience

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States.

Compensation for this role includes base salary + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Base Salary Range

$109,000 — $163,000 USD

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.