Strategic Client Success Manager

Addepar; Mountain View (CA); On-site; USD 69,000 - 107,000; Full time

Job summary

Addepar seeks a seasoned Key & Strategic Client Success Manager to lead post-sales lifecycle for top clients including single-family and multi-family offices. You will advise on strategy, client services, and technology usage to maximize value from the platform.

You will partner with Account Executives and cross-functional teams to drive adoption, retention, and growth, while advocating for clients and shaping the product roadmap with insights from the field.

Qualifications

• 8+ years in a client-facing role with strategic client experience.
• Strong work ethic, upbeat, proactive, standout colleague.
• Excellent problem solving, communication, organization, and time leadership skills.
• Data and metric driven.
• Bachelor's degree or equivalent experience.

Responsibilities

• Have a deep understanding of Addepar's Key & Strategic Client segment and how they use Addepar to increase adoption, growth and retention.
• Provide strategic oversight during the entire client journey from implementation to renewal.
• Partner with Account Executive to deliver quarterly business reviews aligning priorities and adoption.
• Be the voice of the client to Product Management, Marketing, Support, Renewals, Services, Finance, and Legal.
• Build and maintain a high level of client happiness and reference-ability by diagnosing client operations and prescribing solutions.
• Collaborate with cross-functional teams to meet GTM objectives and support senior leadership.

Skills

Client facing

Strategic thinking

Problem solving

Data-driven

Communication

Education

Bachelor's Degree

Job description

Addepar seeks a seasoned Key & Strategic Client Success Manager to lead post-sales lifecycle for top clients including single-family and multi-family offices. You will advise on strategy, client services, and technology usage to maximize value from the platform.

You will partner with Account Executives and cross-functional teams to drive adoption, retention, and growth, while advocating for clients and shaping the product roadmap with insights from the field.