Client Success Manager - Core
Addepar(1 month ago)
About this role
The Client Success Manager on Addepar's Core Client Success Team manages the post-sales lifecycle to drive platform adoption, retention, and renewals. They serve as a trusted advisor to clients and partner across Product, Engineering, and Services to ensure client needs inform product direction. The role is focused on maximizing client value and delivering an excellent experience for high-net-worth and institutional clients.
Required Skills
- Platform Knowledge
- Client Support
- Success Planning
- Product Education
- Revenue Identification
- Client Advocacy
- Cross-Functional
- Analytical Skills
- Technical Credibility
- Time Management
+7 more
About Addepar
addepar.comAddepar 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.
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