Strategic Client Success Manager (Equity & Growth)

Addepar, Inc.

New York (NY)

On-site

USD 109,000 - 163,000

Full time

4 days ago

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Job summary

Addepar, Inc. is seeking a seasoned Client Success Manager to partner with wealth-management clients across the United States, guiding them from implementation through renewal while maximizing platform value.

You will collaborate with Account Executives and product teams, translating client feedback into actionable improvements and ensuring a seamless, high-touch experience. The role requires 8+ years in client-facing roles, a Bachelor's degree (MBA preferred), and a proven ability to lead teams

Qualifications

8+ years in a client-facing role with in-depth knowledge of the strategic client segment.
Proven track record in managing strategic client relationships.
Strong problem solving, communication, organization, and time leadership skills.

Responsibilities

Develop deep understanding of Addepar's strategic client segment and how they use the platform to drive adoption, growth and retention.
Oversee the entire client journey from implementation to renewal to ensure knowledge transfer and responsible handoffs.
Collaborate with the Account Executive to deliver quarterly business reviews, align on priorities, and review product usage and adoption patterns.
Act as the voice of the client to Product Management, Marketing, Support, Renewals, Services, Finance, and Legal to ensure client-centric collaboration.
Build high client happiness and reference-ability by diagnosing client operations and prescribing appropriate Addepar solutions and services.
Demonstrate leadership by building and supporting a high-performance client success team and partnering with cross-functional functions to meet GTM objectives.