Client Success Manager
Client Success Manager
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Job Description
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries Addepars platform aggregates portfolio market and client data for over $8 trillion in assets. Addepars open platform integrates with more than 100 software data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City Salt Lake City Chicago London Edinburgh Pune and Dubai.
The Role
We are seeking an experienced Client Success Manager (CSM) to join our growing team in this role you will support key wealth and asset management clients across Southeast Asia and greater APAC. You will work closely with clients post-sale to ensure they derive lasting value from the Addepar platform leading to strong adoption retention and long-term client success.
You will serve as a trusted advisor to our clients guiding them through onboarding optimization and ongoing engagement. As one of our early CSMs in the region you will also play a pivotal role in shaping local client success practices building cross-functional relationships and helping influence the future of Addepars APAC service model.
What Youll Do
- Develop deep expertise in the Addepar platform and apply it to your clients needs workflows and strategic goals.
- Build and execute tailored client success plans identifying opportunities to drive adoption product expansion and long-term partnership growth.
- Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities roadmap updates and usage insights.
- Partner with Account Managers and Product Specialists to identify new commercial opportunities including product cross-sells new integrations or advisory support.
- Serve as the voice of the client internally advocating for regional feature needs surfacing product feedback and collaborating across Product Engineering and Services teams.
- Help design scalable client success processes for the Singapore and broader APAC market supporting our growing regional footprint.
- Ensure awareness of and adherence to regulatory requirements and local norms including MAS guidelines and Singapores Personal Data Protection Act (PDPA) particularly in areas like data privacy client reporting and cross-border engagement.
Who You Are
- 3 years of experience in financial services fintech or SaaS preferably in a client-facing role such as Client Success Relationship Management or Implementation.
- Strong understanding of the investment and wealth management landscape in Southeast Asia including client workflows regional challenges and operating norms.
- Proven ability to build and deepen client relationships with a history of driving strong adoption advocacy and satisfaction metrics.
- Confident communicator with the ability to engage senior stakeholders and influence across client and internal teams.
- Comfortable working independently and navigating ambiguity in a fast-paced entrepreneurial environment.
- Analytical mindset with the ability to distill complex problems into clear action plans.
- Familiarity with MAS regulations and PDPA particularly in the context of financial data handling is a strong advantage.
- Bachelors degree required; a background in finance economics or a technical discipline is a plus.
- Willingness to travel within the region as client needs dictate.
Our GTM Team Attributes
Our team brings diverse backgrounds experiences and cultures and embodies these qualities:
- Deeply connected to our mission and to each other.
- Passionate about delivering exceptional client experiences.
- Outcome-driven with strong communication skills.
- A consultative collaborative approach.
- Reputation as a trusted colleague and thought leader.
- High intellectual and technical proficiency.
- Eager to both teach and learn.
Our Values
- Act Like an Owner - Think and operate with intention purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas experiences skill sets perspectives backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email text and social media. The imposters are creating misleading email accounts conducting remote interviews and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions please reach out to .
Required Experience:
Manager
Employment Type
Full Time
