Client Success Manager – Core
Addepar
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $69,000 - $107,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- 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
- You have technology knowledge that helps you engage and have credibility with product groups within Addepar 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
- You have handled 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
- You are open to travel
Benefits
- bonus
- equity
- benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
analytical skillsproblem-solvingclient engagement strategiesdata navigation
Soft skills
time managementprioritizationverbal communicationwritten communicationrelationship buildingexecutive presenceadaptabilityindependence