Head of Client Success - Core & Strategic
Addepar(1 month ago)
About this role
Senior leader responsible for the post-sales health and growth of Addepar’s Core and Strategic clients, overseeing a multi-tiered Client Success organization. The role focuses on building a trusted-advisor culture, ensuring measurable client ROI, and partnering with Sales, Product, and Engineering to shape the platform. This high-visibility position leads leaders, manages succession and hiring, and serves as the primary escalation point for executive-level client engagement.
Required Skills
- Leadership
- Retention
- SaaS
- Lifecycle Management
- AI
- Success Planning
- Executive Relations
- Client Advisory
- Hiring
- Capacity Planning
+1 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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