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Client Success Manager - Core

Who We AreAddepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.The RoleThe 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 helping 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.The current range for this role is $67,000 - $105,000 (base salary) + bonus + equity + benefits.Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.What You’ll Do• Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals.• Provide client support to senior team members during implementation, business reviews, instance reviews, and other BAU tasks to ensure 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 on 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 relationships with cross-functional teams to ensure client successWho You Are• 3-5 years experience in an 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 demanding 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 travelOur 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.In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit 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. Please contact us to request accommodation.PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
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Average salary estimate

$86000 / YEARLY (est.)
min
max
$67000K
$105000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Success Manager - Core, Addepar

Are you ready to make a real impact and help shape the future of investment technology? Join Addepar as a Client Success Manager - Core in beautiful San Diego, CA, where we empower investment professionals with the best data and technology solutions. In this role, you’ll become a trusted advisor, ensuring our clients leverage the full potential of our platform. You'll develop an in-depth understanding of the Addepar system and how it can meet our clients' unique needs. Collaborate with product and engineering teams to foster an outstanding client experience while advocating for their requirements. Your mission will include creating success plans, tracking client health metrics, and driving both adoption and renewal. We’re looking for someone with at least 3-5 years of experience in a client-facing role, ideally within the financial sector, who thrives in dynamic environments. It’s all about building relationships and creating value, so if you have strong communication skills and a knack for problem-solving, you could be the perfect fit. And don’t forget, at Addepar, we believe in growth! You’ll get to continue learning alongside our innovative team, all while enjoying competitive compensation and benefits. Ready to take on this exciting challenge and help our clients succeed? Let’s connect today!

Frequently Asked Questions (FAQs) for Client Success Manager - Core Role at Addepar
What are the primary responsibilities of a Client Success Manager at Addepar?

As a Client Success Manager at Addepar, your primary responsibilities will revolve around ensuring that clients derive maximum value from our platform. You'll develop deep knowledge of client needs and the Addepar system, facilitate onboarding and training, create success plans, and maintain ongoing communication to optimize the customer experience. Your goal is to drive client retention and adoption, which is key for both client success and overall company growth.

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What qualifications do I need to apply for the Client Success Manager position at Addepar?

To qualify for the Client Success Manager role at Addepar, you should have 3-5 years of experience in a client-facing position, preferably within the financial services industry. A strong analytical background, excellent communication skills, and the ability to manage time effectively are essential. Additionally, familiarity with technology and financial products that cater to ultra-high-net-worth clients will set you apart.

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How does Addepar support the professional growth of Client Success Managers?

Addepar is deeply committed to the growth and development of its employees. As a Client Success Manager, you will have ample opportunities for professional development through ongoing education and insights related to our product offerings. Addepar encourages participation in team collaborations and offers performance evaluations that enable you to set and achieve personal and professional goals, further accelerating your career journey.

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What can I expect in terms of salary and benefits as a Client Success Manager at Addepar?

In the Client Success Manager role at Addepar, you can expect a competitive salary range of $67,000 to $105,000, which is complemented by bonuses, equity options, and other benefits. Your specific compensation may vary based on your experience and qualifications, so it’s advisable to discuss the details with your recruiter during the hiring process.

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What are the key skills required for a Client Success Manager at Addepar?

To thrive as a Client Success Manager at Addepar, you’ll need strong analytical skills, effective communication, and the ability to prioritize tasks. Additionally, skills in relationship building and client engagement strategies are crucial. Having a problem-solving mindset will help you to navigate complex client situations, enabling you to foster trust and advocate effectively for your clients within the organization.

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Common Interview Questions for Client Success Manager - Core
Can you describe your experience in managing client relationships?

In answering this question, focus on your ability to build and maintain strong client relationships, giving examples of how you've successfully engaged with clients, ensured their needs were met, and added value to their experience. Highlight specific metrics related to client satisfaction or retention that you've achieved.

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How do you prioritize your tasks when managing multiple clients?

When responding, emphasize your organizational skills and any specific tools or methods you use to keep track of client priorities. Discuss how you assess the urgency and importance of tasks and how you communicate with clients to manage expectations effectively.

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What strategies do you use to drive product adoption among clients?

Discuss your experience in education and training sessions, providing resources, and creating success plans tailored to individual clients. Talk about any specific initiatives you’ve led that resulted in measurable increases in product usage or client engagement.

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Describe a challenging client situation you successfully resolved.

Share a specific example that highlights your problem-solving skills and ability to step into challenging situations. Ensure you describe the steps you took to understand the client’s concerns and how you ultimately turned the situation around.

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How do you stay informed about the financial services industry?

In your answer, mention the resources you rely on—such as professional organizations, industry publications, or conferences—to keep your knowledge current. Highlight your proactive approach to continuous learning and staying ahead of industry trends.

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How would you handle a client who is dissatisfied with the Addepar platform?

Outline your approach to empathetically listen to the client's concerns and gather specific feedback. Discuss how you would work with internal teams to address these issues, provide timely updates to the client, and ensure their future satisfaction with the platform.

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What is your approach to developing success plans for clients?

Explain your method for creating success plans, which should include a thorough understanding of the client's goals, key performance indicators (KPIs), and strategies for achieving their targets using Addepar's platform. Provide an example of how a success plan you developed had a positive outcome.

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How do you manage cross-functional relationships within your organization?

Discuss your strategies for effective collaboration, such as regular meetings, open communication, and the importance of understanding each team's objectives. Emphasize the value of teamwork in ensuring client success and how you actively foster these relationships.

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What makes you passionate about working in client success?

Share your motivations for choosing a career in client success, including your desire to help others succeed and thrive while building meaningful relationships. Illustrate your enthusiasm with examples of client success stories that have inspired you.

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How would you ensure an excellent experience for new clients during onboarding?

Provide an overview of your onboarding process for new clients, highlighting the importance of clear communication, training sessions, and ongoing support. Discuss how you would set expectations and ensure clients feel valued and cared for from the start.

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Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

126 jobs
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BADGES
Badge ChangemakerBadge Flexible CultureBadge Future MakerBadge Work&Life Balance
CULTURE VALUES
Customer-Centric
Collaboration over Competition
Growth & Learning
Take Risks
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Flex-Friendly
Equity
Learning & Development
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
December 13, 2024

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