Sr. Client Success Manager - Enterprise
Addepar(5 days ago)
About this role
A Senior Client Success Manager at Addepar leads post-sales relationships for the firm’s largest wealth-management and banking clients, ensuring they realize maximum value from the platform. The role serves as a trusted advisor, aligning Addepar’s solutions with client strategy and driving adoption, retention, and revenue growth across complex enterprise accounts.
Required Skills
- Client Success
- Strategic Planning
- Account Management
- Executive Communication
- Presentations
- Revenue Growth
- Product Adoption
- Change Management
- Cross-Functional Collaboration
- Data Analysis
Qualifications
- Bachelor's Degree
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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