Job details

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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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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