Strategic Client Success Leader

Addepar, Inc.; Northern, New York (KY, NY); Hybrid; USD 69,000 - 107,000; Full time

Job summary

Addepar is seeking a seasoned Client Success Manager to steward post-sales value for our premier client base. You’ll guide adoption, retention and renewal, acting as the client’s advocate across product, services and finance teams to drive outcomes.

You’ll work closely with Account Executives and cross-functional partners to deliver quarterly business reviews, translate client needs into roadmap input, and maintain high client happiness through strategic guidance and hands-on collaboration.

Qualifications

• 8+ years in a client-facing role with strategic client knowledge.
• MBA plus 5+ years considered; bachelor’s degree required.
• Strong problem solving, communication, organization, and leadership capabilities.

Responsibilities

• Understand and advance Addepar's strategic client segment, enabling adoption and retention.
• Guide the entire client journey from implementation through renewal to ensure a seamless handover.
• Lead quarterly business reviews with Account Executives to align priorities and product readiness.
• Advocate for clients with Product, Marketing, Support, and Finance to drive consistent contact and value.

Skills

Client-facing experience

Communication

Problem solving

Leadership

Organization

Education

Bachelor’s Degree or equivalent

MBA (optional)

Job description

Addepar is seeking a seasoned Client Success Manager to steward post-sales value for our premier client base. You’ll guide adoption, retention and renewal, acting as the client’s advocate across product, services and finance teams to drive outcomes.

You’ll work closely with Account Executives and cross-functional partners to deliver quarterly business reviews, translate client needs into roadmap input, and maintain high client happiness through strategic guidance and hands-on collaboration.