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Client Success Specialist
2 months ago
About the Role
As a Client Relationship Manager at Addepar, you will be a trusted adviser to our clients, deeply understanding their business and needs, and helping improve the value they receive from our platform.
You will cultivate cross-functional relationships in Product & Engineering and Services teams to drive standard methodologies and utilization of the platform.
Your key responsibilities will include:
- Building success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
- Assisting in the identification of new revenue opportunities for the Account Manager and Product Specialists and participating in presentations to clients, including new projects, additional Addepar products, or partner and integration solutions.
- Being a vocal advocate for your clients internally, building strong working relationships with cross-functional teams to ensure long-term client success.
Requirements
We are looking for an experienced professional with several years of experience in a financial industry role, such as Wealth Management, Capital Markets, FinTech, preferably in a client-facing role.
You should have a track record of success in building and improving client relationships, with a strong understanding of client health, reference-ability, and platform adoption.
Additionally, you should possess strong time management and analytical skills, with a consistent framework or process approach to problem-solving and handling difficult client conversations.
What We Offer
We are committed to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
