Client Engagement & Success Manager - Institutional

The Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. The CESM Enterprise Team manages some of Addepar's largest and most sophisticated clients, providing strategic guidance and partnership to ensure clients derive maximum value from the platform. As an Enterprise CESM, you will deeply understand and advise on clients' business, helping them increase the value they get from Addepar. This role involves cultivating long-term relationships, driving adoption, and continuously providing education to clients on new features and enhancements.

Cultivate long-term relationships with assigned clients

Connect with key business executives, home office support teams, power users, and end-users

Develop a deep understanding of each client's goals, business requirements, and industry challenges

Ensure account retention

Provide strategic oversight during the entire client journey

Develop success plans with clients

Drive adoption and provide education on new features and enhancements

Discuss opportunities for Addepar services, solutions, and standard methodologies

Assist in identifying new revenue opportunities

• 5+ years of experience in client-facing, client success, or strategy roles working for or with institutional firms
• Proven record of translating business needs into technical utilization of available product solutions
• Strong analytical skills and rigor in processes and operations
• Knowledge of technology trends and industry directions
• Ability to cultivate long-term relationships with clients
• Deep understanding of clients' goals, business requirements, and industry challenges
• Ability to provide strategic oversight throughout the client journey
• Experience in driving adoption and providing education on new features and enhancements
• Ability to identify new revenue opportunities and participate in proposals to clients
• Strong communication and relationship-building skills
• Ability to collaborate with cross-functional teams and be the voice of the client
• Ability to diagnose client's business operations and prescribe appropriate solutions and services
• Knowledge of financial services industry and technical products (preferred)

• Opportunity for additional service hours or service package
• Cross-selling potential with other Addepar products/partners
• Understanding of contractual commitments and opportunities for additional revenue
• Collaboration with Account Manager to align on business priorities and optimization opportunities
• Voice of the client to various departments within Addepar, building strong relationships
• High level of client happiness and reference-ability
• Sharing of client success stories, frameworks, and processes
• Development and maintenance of technical and business knowledge
• 5+ years of experience in client-facing or client success roles
• Proven record of translating business needs into technical product utilization
• Strong analytical skills and structured framework for processes and operations
• Knowledge of technology to engage with R&D teams and clients at various levels
• History of success in driving organizational change and adoption efforts
• Strong relationships with senior executives, influencers, decision-makers, and power users
• Strong verbal and written communication skills
• Strong time management and prioritization skills
• Collaboration within a team environment and cross-functionally
• Ability to navigate data and people to find answers
• Independent, adaptable, and thrive in a fast-paced environment
• Openness to travel
• Ability to communicate in Spanish, Portuguese, or other languages is a plus
• Equal opportunity employer with a commitment to diversity and inclusion
• Reasonable accommodation for individuals with disabilities
• Virtual interview and onboarding experience
• Warning about phishing scams and assurance of formal interview process and no equipment/supply purchases required.