Sr. Client Success Manager Enterprise

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 London Edinburgh Pune Dubai Geneva andSão Paulo.

The Role

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 youll build a deep understanding of each clients business including strategy services team dynamics and technology to help them achieve their goals and fully leverage Addepars solutions.

As part of the CSM Enterprise Team you will manage Addepars largest and most sophisticated clients in EMEA including global private and regional banks wirehouses and broker-dealers. By providing strategic guidance fostering strong partnerships and leading engagement initiatives you will drive adoption retention renewals and revenue growth playing a pivotal role in Addepars expansion.

In this role you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations clearly articulating Addepars value proposition and aligning its capabilities with client needs and business objectives. Working cross-functionally you will identify opportunities to deepen engagement expand adoption and develop and execute data-driven strategies to help Addepar grow new annual recurring revenue.

Additionally you will facilitate change management implement best practices and optimize platform utilization. Acting as the clients advocate you will ensure a superior experience while gathering insights to shape the next generation of client-focused solutions at Addepar.

Applicants must have and maintain the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What Youll Do

• Lead Strategic Client Oversight and Planning: Oversee the full client lifecycle from implementation and go-live to growth and renewal ensuring seamless transitions and sustained engagement. Gain a deep understanding of client goals business needs and challenges to drive product adoption retention and growth. Design and execute engagement plans with clear objectives timelines and KPIs. Analyze operations to deliver tailored solutions and services enhancing satisfaction and fostering long-term relationships and advocacy
• Build Meaningful Relationships: Forge deep enduring relationships with clients connecting with stakeholders at all levels from C-suite executives to daily platform users to drive long-term success
• Drive Revenue Growth: Partner with the Executive Relationship Officer/Account Manager to develop Account Plans and craft targeted strategies for driving expansion and achieving sales and retention goals. Report progress weekly to support forecasting efforts. Leverage frequent touchpoints such as meetings and business reviews to align with clients on priorities maximize product utilization and uncover additional revenue opportunities including cross-selling new project scoping and services offering expansion
• Deliver Engaging Presentations: Lead impactful presentations and product demonstrations tailored to diverse audiences from leadership to end-users driving broader usage new assets and revenue growth
• Champion Adoption Education and Knowledge Sharing: Promote feature adoption continuously educate clients on software enhancements and share success stories and best practices to promote client success frameworks
• Foster Client Alignment: Build strong cross-functional relationships and represent client needs across Product R&D Support and other teams to ensure consistent meaningful engagement and successful outcomes
• Overcome Challenges and Problem-Solve: Partner with Addepar teams and clients to identify and resolve key functional or workflow obstacles enabling increased adoption and driving long-term growth
• Maintain Industry Expertise: Maintain deep industry knowledge and stay updated on trends and directions

Who You Are

• 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
• Demonstrated track record in leading large sophisticated enterprise projects and managing complex relationships with experience developing strategies for deep engagement at scale; exposure to technical products preferred
• 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
• Extensive knowledge of front middle and back office operations in wealth management firms including portfolio management client reporting compliance workflows and operational efficiency tools
• Strong analytical skills focusing on introducing discipline consistency and structured frameworks to processes and operations
• Excellent time management and prioritization skills with the ability to collaborate effectively across teams at Addepar and independently navigate data and people to find solutions
• Highly adaptable thriving in fast-paced dynamic and rapidly evolving environments.
• Willingness to travel occasionally
• A minimum of a bachelors degree or equivalent professional experience is required

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 .