Client Success Manager

4 weeks ago

London, Greater London, United Kingdom addepar Full time
Join Our Team as a Client Success Manager

At Addepar, we're on a mission to empower investment professionals with the most informed and precise guidance for their clients. As a Client Success Manager, you'll play a critical role in driving client success for the complete post-sales lifecycle of an Addepar client.

The Role

As a Client Success Manager, you'll be responsible for ensuring clients derive maximum value from the Addepar platform. This involves working closely with colleagues to identify and reveal opportunities, cultivating cross-functional relationships in Product & Engineering and Services teams, and driving standard methodologies and utilization of the platform.

Key Responsibilities
  • Develop a deep understanding of the Addepar platform and 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 optimization 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.
Requirements
  • Several years of 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 organization.
  • Independent, adaptable, and able to thrive in a fast-paced environment.
  • You are open to travel.
Our 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.

We are an equal opportunity employer and are committed to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. If you require accommodation during the application or interview process, please contact us.

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. We are proud to be a part of the financial industry and are committed to making a positive impact.

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