Head of Client Success - Core & Strategic
Addepar(1 month ago)
About this role
A senior strategic leader responsible for the post-sales health and success of Addepar’s Core and Strategic clients, including RIAs and Family Offices. This high-visibility role oversees a multi-tiered Client Success organization and partners cross-functionally with Sales, Product, and Engineering to ensure clients achieve measurable ROI. The leader will shape the client experience and contribute to the development of the next generation of wealth management technology.
Required Skills
- Leadership
- Retention
- Growth
- SaaS Lifecycle
- AI
- Scalability
- Executive Presence
- Client Success
- Strategy
- Hiring
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.
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Addepar
Similar Jobs
Strategic Customer Success Manager
CoLab Software(20 days ago)
Majors Customer Success Leader
harvey(3 months ago)
Customer Success Manager
Kontakt.io(1 day ago)
Director of Customer Success (Strategic & Plaintiff)
Everlaw(8 days ago)
Associate Manager, Customer Success (NAM SMB)
DoorDash Mexico(14 days ago)
Strategic Customer Success Manager
Comulate(2 months ago)