Client Engagement & Success Manager - Institutional

The Client Engagement & Success Management (CESM) team at Addepar is seeking an Enterprise CESM to manage and advise on the business of some of Addepar's largest and most sophisticated clients. This role involves cultivating long-term relationships with clients, understanding their goals and business requirements, and ensuring the successful adoption and utilization of Addepar's platform. The Enterprise CESM will work closely with cross-functional teams to drive change management, provide strategic oversight, and identify new revenue opportunities. The role also involves being the voice of the client and maintaining a high level of client satisfaction.

• Cultivate long-term relationships with assigned clients, including key business executives, support teams, power users, and end-users
• Develop a deep understanding of each client's goals, business requirements, and industry challenges
• Ensure account retention and provide strategic oversight throughout the client journey
• Develop success plans with clients, including objectives, timelines, and metrics
• Drive adoption and provide education to clients on new features and enhancements
• Discuss opportunities for Addepar services, solutions, and standard methodologies
• Assist in identifying new revenue opportunities and participate in proposals to clients
• Partner with Account Manager to deliver business reviews and align on priorities and product roadmap
• Act as the voice of the client to various departments within Addepar
• Maintain a high level of client happiness and reference-ability
• Share client success stories and frameworks
• Develop and maintain technical and business knowledge of industry trends.

• 5+ years of experience in client-facing, client success, or strategy roles working for or with institutional firms
• Experience working with a technical product
• Proven record of translating business needs into technical utilization of available product solutions
• Strong analytical skills
• Ability to bring discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations
• Knowledge of technology trends and industry directions

• 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 for business reviews and alignment on priorities
• Voice of the client to various departments within Addepar
• Focus on client happiness and reference-ability
• Sharing of client success stories and frameworks
• Development and maintenance of technical and business knowledge
• Translation of business needs into technical utilization of product solutions
• Strong analytical skills and structured framework for processes and operations
• Knowledge of technology to engage with R&D teams and clients
• History of success in driving organizational change and adoption efforts
• Building and maintaining strong relationships with senior executives and decision-makers
• Track record of leading large projects and/or programs
• Experience in handling difficult clients or situations
• 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 and adaptable in a fast-paced environment
• Openness to travel
• Ability to communicate in Spanish, Portuguese, or other languages is a plus