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Sr. Client Success Manager - Enterprise
Addepar is a technology and data company that supports investment professionals in their client interactions. They are seeking a Senior Client Success Manager to guide their enterprise clients throughout their engagement and maximize value from the platform.
Skills
- Client success management
- Strategic oversight
- Analytical skills
- Relationship building
- Project management
Responsibilities
- Cultivate long-term relationships with assigned clients
- Develop understanding of client goals and requirements
- Provide strategic oversight throughout the client journey
- Drive adoption of new features and enhancements
- Assist in identifying new revenue opportunities
- Partner with Account Manager for business reviews
- Be the voice of the client across various teams
Education
- Bachelor's degree in relevant field
Benefits
- Bonus opportunities
- Equity options
- Comprehensive benefits
To read the complete job description, please click on the ‘Apply’ button
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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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BADGES 
CULTURE VALUES
Customer-Centric
Collaboration over Competition
Growth & Learning
Take Risks
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Flex-Friendly
Equity
Learning & Development
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
LOCATION
SALARY RANGE
$109,000/yr - $170,000/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
July 30, 2024
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