Client Success Manager

• 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 and scale client success processes suited to Brazil and Latin America, aligning with Addepar’s global standards while adapting to regional expectations
• Ensure compliance with local regulations and data privacy norms, including LGPD (Lei Geral de Proteção de Dados), especially in areas related to financial data handling, client reporting, and cross-border collaboration

• 3+ years of experience in financial services, fintech, or SaaS, ideally in a client-facing function such as Client Success, Relationship Management, or Implementation
• Solid understanding of Brazil’s wealth and asset management ecosystem, including common workflows, market dynamics, and client expectations
• Proven track record of building strong client relationships and driving measurable outcomes in adoption, retention, and satisfaction
• Excellent communicator, comfortable engaging senior stakeholders and influencing across technical and business audiences
• Self-starter with strong organizational skills and the ability to work effectively in a fast-paced, entrepreneurial environment
• Analytical thinker with the ability to diagnose client challenges and develop clear, actionable solutions
• Familiarity with CVM and Bacen regulations or financial data management standards in Brazil is highly valued
• Bachelor’s degree required
• studies in Finance, Economics, Business Administration, or Technology are a plus
• Fluency in Portuguese and English is required
• Willingness to travel across Brazil and, occasionally, within Latin America to support client engagements
• Applicants must have legal authorization to work in the country where this role is based on the first day of employment

Spanish proficiency is an advantage

Reasonable accommodation for individuals with disabilities