Job details

Client Success Manager - Strategic

Addepar is a global technology and data company that empowers investment professionals to provide precise guidance for their clients. They are seeking a Client Success Manager to enhance client engagement and value from the Addepar platform.

Skills

Strong analytical skills
Time management and prioritization skills
Verbal and written communication skills
Client engagement strategies expertise
Relationship-building ability

Responsibilities

Develop a deep understanding of the Addepar platform
Provide client support during implementation and business reviews
Develop success plans for clients
Provide education relating to product updates
Identify revenue opportunities and assist in presentations to clients
Advocate for clients and build relationships with cross-functional teams

Benefits

To read the complete job description, please click on the ‘Apply’ button

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CEO of Addepar

Eric Poirier

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By Addepar

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.

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