Client Success Manager, Addepar
Strategic
$87-136k
The range displayed on each job posting reflects the minimum and maximum target base salary for roles in CO, CA, and NY + Bonus + Equity
Addepar is a software and data platform for even the most complex investment portfolios.
Be an early applicant
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Be an early applicant
$87-136k
The range displayed on each job posting reflects the minimum and maximum target base salary for roles in CO, CA, and NY + Bonus + Equity
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- 5+ years of experience in a RIA or Single 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, reference-ability, 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
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, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal
- Few roles provide such a direct impact on the growth of the company!
- You will become a trusted advisor to these clients, deeply understanding their business and their needs, and help them improve the value they get 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 utilization of the platform
- You will be the client’s internal advocate
- You will help to ensure an excellent experience and gather feedback to aid Addepar in building the next generation of solutions
- Addepar takes a market-based approach to pay
- A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions
- The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York
- 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 relationship with cross-functional teams to ensure client success
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
15% employee growth in 12 months
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 HQ
Old Mountain View, Mountain View, CA
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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