Client Success Manager - Core

• 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

• 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
• Technology knowledge that helps you engage and have credibility with product groups 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
• Experience handling 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
• Open to travel
• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship
• Must be authorized to begin work in the U.S. on their first day of employment.

Preferably, in a client-facing role for financial products or services for UHNW clients

• bonus
• equity
• benefits
• reasonable accommodation for individuals with disabilities