Client Success Manager - Institutional

Addepar•New York, NY

2d•$87,000 - $136,000•Onsite

About The Position

The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption, retention, and renewal. Few roles provide such a direct impact on the growth of the company. This Institutional Client Success Manager (CSM) will manage some of Addepar’s most complex and strategic institutional relationships, including pension funds, foundations, endowments, OCIOs, and asset managers. As an Institutional CSM, you will not just manage accounts; you will act as a strategic consultant to large-scale asset owners and allocators. You will navigate complex portfolios with heavy alternative asset allocations, advising clients on how to leverage Addepar for investment decision-making, board-level reporting, and operational efficiency. As this segment is a strategic priority for the firm, you will play a pivotal role in shaping Addepar’s institutional playbook, acting as the primary feedback loop to R&D to build the next generation of institutional-grade solutions. The Institutional market is historically underserved by legacy technology. This is your chance to bring modern, transparent data infrastructure to the world’s largest asset pools.

Requirements

5+ years in client-facing, client success, or strategy roles. Experience specifically within the Institutional Asset Management space (OCIO, Endowment, Foundation, Pension, or Family Office) is a strong preference
A minimum of a bachelor's degree or equivalent professional experience is required
Proven record of translating business needs into technical utilization of available product solutions; Ideally, worked with a technical product
Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistency, and a structured framework to processes and operations
Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level
Familiarity with institutional performance reporting standards, attribution analysis, and risk metrics
Deep understanding of multi-asset class portfolio construction, with a specific focus on Alternative Investments (Private Equity, Venture Capital, Real Estate) and the data challenges associated with them
History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent, driving organizational change and adoption efforts
Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization
Track record of leading large, sophisticated projects and/or programs, preferably at an institutional firm
Experience handling difficult clients or situations, and can demonstrate successful outcomes or resolutions
Strong verbal and written communication skills; Strong time management and prioritization skills
Must be collaborative and work effectively within a team environment and cross-functionally across Addepar
Ability to navigate data and people to find answers
Independent, adaptable, and can thrive in a fast-paced environment
Must be open to travel

Nice To Haves

CFA, CAIA, or CIPM designation is a strong plus

Responsibilities

Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day in and day out
Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention
Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate
Develop success plans with clients, including mutually agreed-upon objectives, timelines, and metrics
Consult on the creation of high-stakes reporting deliverables, such as Quarterly Board Packages and Investment Committee reviews
Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software
Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement
Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients
Serve as the 'Institutional Voice' to Product and Engineering, translating complex requirements into roadmap features to allow for future success in the Institutional segment