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Client Success Manager

2 months ago

London, Greater London, United Kingdom addepar Full time
About the Role

Addepar is seeking a highly skilled Client Success Manager to join our team. As a Client Success Manager, you will be responsible for driving client success for the complete post-sales lifecycle of an Addepar client.

Key Responsibilities
  • Develop a deep understanding of the Addepar platform and its applications in the financial industry.
  • Build and maintain strong relationships with clients to ensure their success and adoption of the platform.
  • Provide strategic guidance and partnership to clients to help them derive maximum value from the platform.
  • Collaborate with cross-functional teams to identify and reveal opportunities for growth and improvement.
  • Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists.
Requirements
  • Several years of experience in a financial industry role, such as Wealth Management, Capital Markets, or FinTech.
  • Experience building and improving client relationships with a track record of success.
  • Strong time management and analytical skills, with a consistent framework or process approach to problem solving.
  • Ability to establish relationships with key influencers and navigate complex organizational structures.
  • Independent, adaptable, and able to thrive in a fast-paced environment.
Our Values
  • Act Like an Owner: Think and operate with intention, purpose, and care.
  • Build Together: Collaborate to unlock the best solutions and deliver lasting value.
  • Champion Our Clients: Exceed client expectations and prioritize their success.
  • Drive Innovation: Be bold and unconstrained in problem solving and transform the industry.
  • Embrace Learning: Engage our community to broaden our perspective and bring a growth mindset.

Addepar is an equal opportunity employer and is committed to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.