Senior Client Success Manager

Responsibilities

• Lead strategic oversight for the full client lifecycle, from implementation to renewal, ensuring sustained engagement and product adoption.
• Build and maintain deep, enduring relationships with stakeholders ranging from daily platform users to C-suite executives.
• Drive revenue growth by partnering with Account Executives to develop account plans, identify expansion opportunities, and achieve retention goals.
• Deliver impactful presentations and product demonstrations tailored to diverse audiences to articulate Addepar's value proposition.
• Champion client education and feature adoption by sharing best practices and success stories.
• Act as a client advocate by representing user needs to internal Product, R&D, and Support teams to shape future solutions.
• Resolve complex functional or workflow obstacles to enable increased platform utilization.

Requirements

• Fluency in German and experience supporting clients within the DACH market.
• Extensive experience in client-facing roles (Sales, Client Success, or Account Management) or strategy positions within financial services.
• Deep knowledge of wealth management operations, including portfolio management, client reporting, and compliance workflows.
• Proven track record of managing complex relationships and leading large-scale enterprise projects.
• Strong executive presence with exceptional communication and presentation skills.
• Strong analytical skills with the ability to implement structured frameworks and processes.
• Bachelor's degree or equivalent professional experience.
• Willingness to travel occasionally.

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Our platform unifies portfolio, market, and client data to deliver AI-powered insights within seamless investment workflows.