Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

The Client Success Management (CSM) team at Addepar is responsible for a client's complete post-sales lifecycle. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles have such a direct impact on the company's growth.

The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single-Family Offices, Multi-Family Offices, and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. 

This role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $109,000 - $170,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

  • Have a deep understanding of Addepar's Strategic Client segment, including industry challenges and goals, and a strong understanding of how they use Addepar to increase client adoption and growth and ensure account retention.
  • Provide strategic oversight during the entire client journey, including implementation, optimization, growth, and renewal, so your team can seamlessly hand over knowledge and responsibilities where appropriate.
  • Partner with your account manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, as well as review product usage, adoption patterns, and insights.
  • Be the client's voice in Product Management, Product Marketing, Support, Renewals, Services, Finance, etc., building strong working relationships with each to ensure client success and consistency of contact.
  • Build and maintain a high level of client happiness and referenceability by successfully diagnosing clients' business operations and prescribing appropriate solutions and Services.

Who You Are 

  • 10+ years of experience working in a client-facing role with a proven track record and in-depth knowledge of our strategic client segment
  • Strong work ethic, upbeat, proactive, standout colleague
  • Excellent problem-solving, communication, organization, and time leadership skills
  • Data and metric-driven
  • Flexibility and ability to adapt to new demands; strong sense of urgency
  • Assertiveness, candor, and a “company first” mentality
  • Minimum of Bachelor’s Degree or equivalent experience

Key to the position is strong leadership capabilities, which include building, cultivating, and supporting a high-performance team, supporting team objectives, and driving client success. This person must have a successful track record of collaborating with multiple cross-functional team members, including sales, marketing, R&D, Finance, and Legal, and interacting regularly with senior-level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community.

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

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