Client Success Manager, Addepar
EMEA
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Open for applications
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- Several years experience in a financial industry role, such as Wealth Management, Capital Markets, FinTech, preferably in a client-facing role
- Experience building and improving client relationships with a track record of success as validated by improved client health, reference-ability and platform adoption
- Strong time management and analytical skills, with a consistent framework or process approach to problem solving and handling difficult client conversations
- Ability to establish relationships with key influencers (internal and client); executive presence and the ability to optimally navigate and persuade all levels of an organisation
- Independent, adaptable, and can thrive in a fast-paced environment
- You are open to travel
What the job involves
- The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client
- Through strategic guidance and partnership, The Client Success Manager (CSM) will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal
- You will become a trusted adviser to these clients, deeply understanding their business and needs, and helping improve the value they receive from Addepar
- This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product & Engineering and Services teams, to drive standard methodologies and utilisation of the platform
- You will be the client’s internal advocate! You will help to ensure an excellent experience and capture feedback to aid Addepar in building the next generation of solutions
- Develop a deep understanding of the Addepar platform and be able to apply it to client requirements, industry challenges, and goals
- Build success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimisation and cross-selling opportunities
- Provide continuing education and insights to clients relating to new feature releases, Addepar’s product roadmap, and reviewing product usage trends across clients in your pool
- 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 and integration solutions
- Be a vocal advocate for your clients internally, building strong working relationships with cross-functional teams to ensure long term client success
Salary benchmarks
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks more than $4 trillion of assets with circa 800 clients including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 7 rounds)
Nov 2021
$130m
LATE VC
Jun 2021
$150m
SERIES F
Total funding: $642.8m
Company benefits
- Equity - Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce - Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off - Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages - Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance - Your continued growth and development are important to us
- Dynamic Team - Strong investment in the best talent at the intersection of technology and finance
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company 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
Company HQ
Old Mountain View, Mountain View, CA
Articles
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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