Strategic Client Success Leader for Wealth Tech

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

Job summary

Addepar is seeking a Senior Client Success Manager in the United States. You will oversee post-sales lifecycle for top-tier clients, guiding adoption, retention, and renewal.

You will partner with Account Executives and cross-functional teams to drive value, manage relationships, and advocate for clients throughout their Addepar journey. Ideal candidates bring 8+ years in client-facing roles, a strong work ethic, and data-driven decision making.

Qualifications

• 8+ years of experience in a client-facing role with proven track record in strategic client management.
• Experience advising on business strategy, clients, services, and technology.
• Strong communication, problem solving, organization, and time management skills.

Responsibilities

• Provide strategic oversight during the entire client journey from implementation to renewal.
• Lead quarterly business reviews with Account Executive to align on priorities and product usage.
• Be the voice of the client to Product teams and cross-functional partners.
• Build and maintain high client happiness and reference-ability through diagnostics and tailored solutions.
• Demonstrate leadership by collaborating across sales, marketing, R&D, Finance and Legal to meet GTM objectives.

Skills

Client-facing

Problem solving

Communication

Data-driven

Leadership

Education

Bachelor's Degree or equivalent

Job description

Addepar is seeking a Senior Client Success Manager in the United States. You will oversee post-sales lifecycle for top-tier clients, guiding adoption, retention, and renewal.

You will partner with Account Executives and cross-functional teams to drive value, manage relationships, and advocate for clients throughout their Addepar journey. Ideal candidates bring 8+ years in client-facing roles, a strong work ethic, and data-driven decision making.