Addepar is a leading provider of technology for the wealth management industry.

Client Success Manager – Core

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 501-1,000Since 2013H1B SponsorCompany Site LinkedIn

Location

United States

Posted

74 days ago

Salary

$69K - $107K / year

Bachelor Degree3 yrs expEnglish

Job Description

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals • Provide client support to senior members of the team during implementation, business reviews, instance reviews, and other BAU tasks to support an outstanding client experience • Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities • Provide continuing education and insights to clients relating to product updates, Addepar’s product roadmap, as well as review product usage patterns • Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists, and participate in presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions • Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Job Requirements

3+ years of experience in a RIA, Single Family Office, or Multi Family Office-oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients
Strong analytical skills and a consistent framework or process approach to problem-solving
You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients
Strong time management and prioritization skills, as well as verbal and written communication skills
Experience building and improving client engagement strategies with a track record of success, as proven by improved client health, referenceability, and platform adoption
You have handled difficult customers or situations and can demonstrate resolutions
Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization
Ability to navigate data and people to find answers
Independent, adaptable, and can thrive in a fast-paced environment
You are open to travel