Sr. Client Success Manager

Responsibilities

• Manage the complete post-sales lifecycle for large-scale strategic clients, including Single Family Offices, Multi-Family Offices, and traditional Wealth Management Firms.
• Provide strategic oversight throughout the client journey, from implementation and optimization to growth and renewal.
• Partner with Account Executives to deliver quarterly business reviews that align on business priorities, product roadmaps, and usage patterns.
• Act as the internal advocate and "voice of the client" to Product Management, Marketing, Support, and R&D teams.
• Diagnose client business operations to prescribe appropriate solutions and services that drive platform adoption and retention.
• Collaborate with cross-functional teams including Sales, Finance, and Legal to ensure client success and meet go-to-market objectives.

Requirements

• 10+ years of experience in a client-facing role, or 5+ years of experience plus an MBA.
• Proven track record of managing strategic client segments with in-depth industry knowledge.
• Bachelor's Degree or equivalent professional experience.
• Data and metric-driven approach to managing client health and success.
• Excellent problem-solving, communication, and organizational skills.
• Ability to interact regularly with senior-level leaders and C-level management.

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 investment workflows.