Client Success Manager - Core

Addepar(1 month ago)

HybridFull TimeMedior$69,000 - $107,000Client Success

About this role

The Client Success Manager on Addepar’s Core Client Success Team drives post-sales client outcomes by ensuring platform adoption, retention, and renewal through strategic guidance and partnership. The role acts as a trusted advisor to clients, advocates internally, and collaborates across Product, Engineering, and Services to influence product and service improvements. Responsibilities emphasize maximizing client value and supporting growth through excellent client experiences and feedback-driven improvements.

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Required Skills

Platform Knowledge
Client Support
Success Planning
Adoption Management
Relationship Building
Cross Functional
Analytical Skills
Time Management
Communication Skills
Problem Solving

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About Addepar

addepar.com

Addepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.