Head of Client Success - Core & Strategic
Addepar
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.
Skills
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.
Recent company news
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About Addepar
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Addepar.
Salary
$177k – $276k
per year