Strategic Client Success Manager, Wealth Tech

Addepar1; New York (NY); On-site; USD 109,000 - 163,000; Full time

Job summary

Addepar's Client Success Management (CSM) team oversees the full post-sales lifecycle for top clients, guiding strategy, adoption, retention and renewal. You will partner with Account Executives and cross-functional teams to ensure value delivery and a seamless client experience.

You will advocate for clients, drive process improvements, and help shape product and services to meet needs. A proven client-facing track record and data-driven mindset are essential.

Qualifications

• 8+ years in a client-facing role with knowledge of a 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.

Responsibilities

• Have deep understanding of Addepar's strategic client segment and goals, driving adoption and retention.
• Provide strategic oversight during the client journey—implementation, optimization, growth, renewal.
• Partner with Account Executives to deliver quarterly business reviews and align on priorities.
• Be the voice of the client to Product Management, Marketing, Support, Renewals, Finance, and Legal.
• Build client happiness and reference-ability by diagnosing operations and prescribing solutions.
• Lead cross-functional teams and collaborate with sales, marketing, R&D, Finance and Legal; engage senior leaders.

Skills

Client management

Strategic thinking

Communication

Problem solving

Data-driven

Education

Bachelor’s degree or equivalent experience

Job description

Addepar's Client Success Management (CSM) team oversees the full post-sales lifecycle for top clients, guiding strategy, adoption, retention and renewal. You will partner with Account Executives and cross-functional teams to ensure value delivery and a seamless client experience.

You will advocate for clients, drive process improvements, and help shape product and services to meet needs. A proven client-facing track record and data-driven mindset are essential.