Sr. Client Success Manager - Enterprise

The Client Success Management (CSM) team at Addepar oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a trusted client advisor, you’ll build a deep understanding of each client’s business — including strategy, services, team dynamics, and technology — to help them achieve their goals and fully leverage Addepar’s solutions.

Requirements

• 10+ years of experience in client-facing roles (i.e. sales, client management, client success) and/or strategy positions within financial or wealth management services firms (e.g., wirehouses, broker/dealers, banks, private banks) or similar large enterprises or consulting firms
• Proven success in consultant, strategist, sales, and technical account manager roles, driving revenue growth, organizational change and adoption, resolving complex client situations, and translating business needs into impactful technical solutions
• Strong executive presence with exceptional communication and presentation skills, adept at building relationships and engaging effectively with C-level executives, decision-makers, and key influencers, while navigating complex, matrixed organizations

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan