Client Success Manager – Institutional
Addepar
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $87,000 - $136,000 per year
Job Level
Mid-LevelSenior
About the role
- Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day in and day out
- Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention
- Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate
- Develop success plans with clients, including mutually agreed-upon objectives, timelines, and metrics
- Consult on the creation of high-stakes reporting deliverables, such as Quarterly Board Packages and Investment Committee reviews
- Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software
- Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement
- Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients
- Serve as the 'Institutional Voice' to Product and Engineering, translating complex requirements into roadmap features to allow for future success in the Institutional segment
Requirements
- 5+ years in client-facing, client success, or strategy roles
- A minimum of a bachelor's degree or equivalent professional experience is required
- CFA, CAIA, or CIPM designation is a strong plus
- Proven record of translating business needs into technical utilization of available product solutions; Ideally, worked with a technical product
- Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistency, and a structured framework to processes and operations
- Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level
- Familiarity with institutional performance reporting standards, attribution analysis, and risk metrics
- Deep understanding of multi-asset class portfolio construction, with a specific focus on Alternative Investments (Private Equity, Venture Capital, Real Estate) and the data challenges associated with them
- History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent, driving organizational change and adoption efforts
- Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization
- Track record of leading large, sophisticated projects and/or programs, preferably at an institutional firm
- Experience handling difficult clients or situations, and can demonstrate successful outcomes or resolutions
- Strong verbal and written communication skills; Strong time management and prioritization skills
- Must be collaborative and work effectively within a team environment and cross-functionally across Addepar
- Ability to navigate data and people to find answers
- Independent, adaptable, and can thrive in a fast-paced environment
- Must be open to travel.
Benefits
- Health insurance
- Bonuses
- Equity
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client successstrategy rolesanalytical skillsportfolio constructionattribution analysisrisk metricspre-salestechnical account managementproject managementdata navigation
Soft skills
relationship buildingexecutive presencecommunication skillstime managementprioritizationcollaborationadaptabilityproblem-solvinginfluenceconsulting
Certifications
CFACAIACIPMbachelor's degree