Sr. Client Success Manager - Enterprise

Addepar•New York, NY

1d•$110,000 - $171,000

About The Position

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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo. The Role The Client Success Management (CSM) team at Addepar oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a trusted client advisor, you’ll build a deep understanding of each client’s business — including strategy, services, team dynamics, and technology — to help them achieve their goals and fully leverage Addepar’s solutions. As part of the CESM Enterprise Team, you will manage Addepar’s largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker-dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and revenue growth — playing a pivotal role in Addepar’s expansion. In this role, you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations, clearly articulating Addepar’s value proposition and aligning its capabilities with client needs and business objectives. Working cross-functionally, you will identify opportunities to deepen engagement, expand adoption, and develop and execute data-driven strategies to help Addepar grow new annual recurring revenue. Additionally, you will facilitate change management, implement best practices, and optimize platform utilization. Acting as the client’s advocate, you will ensure a superior experience while gathering insights to shape the next generation of client-focused solutions at Addepar. 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 $110,000 - $171,000 (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. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

Requirements

10+ years of experience in client-facing roles (i.e. sales, client management, client success) and/or strategy positions within financial or wealth management services firms (e.g., wirehouses, broker/dealers, banks, private banks) or similar large enterprises or consulting firms
Proven success in consultant, strategist, sales, and technical account manager roles, driving revenue growth, organizational change and adoption, resolving complex client situations, and translating business needs into impactful technical solutions
Demonstrated track record in leading large, sophisticated enterprise projects and managing complex relationships, with experience developing strategies for deep engagement at scale; exposure to technical products preferred
Strong executive presence with exceptional communication and presentation skills, adept at building relationships and engaging effectively with C-level executives, decision-makers, and key influencers, while navigating complex, matrixed organizations
Extensive knowledge of front, middle, and back office operations in wealth management firms, including portfolio management, client reporting, compliance workflows, and operational efficiency tools
Strong analytical skills, focusing on introducing discipline, consistency, and structured frameworks to processes and operations
Excellent time management and prioritization skills, with the ability to collaborate effectively across teams at Addepar and independently navigate data and people to find solutions
Highly adaptable, thriving in fast-paced, dynamic, and rapidly evolving environments
Willingness to travel occasionally
A minimum of a bachelor's degree or equivalent professional experience is required
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

Responsibilities

Lead Strategic Client Oversight and Planning: Oversee the full client lifecycle — from implementation and go-live to growth and renewal — ensuring seamless transitions and sustained engagement. Gain a deep understanding of client goals, business needs, and challenges to drive product adoption, retention, and growth. Design and execute engagement plans with clear objectives, timelines, and KPIs. Analyze operations to deliver tailored solutions and services, enhancing satisfaction and fostering long-term relationships and advocacy
Build Meaningful Relationships: Forge deep, enduring relationships with clients, connecting with stakeholders at all levels — from C-suite executives to daily platform users — to drive long-term success
Drive Revenue Growth: Partner with the Executive Relationship Officer/Account Manager to develop Account Plans and craft targeted strategies for driving expansion and achieving sales and retention goals. Report progress weekly to support forecasting efforts. Leverage frequent touchpoints, such as meetings and business reviews, to align with clients on priorities, maximize product utilization, and uncover additional revenue opportunities, including cross-selling, new project scoping, and services offering expansion
Deliver Engaging Presentations: Lead impactful presentations and product demonstrations tailored to diverse audiences — from leadership to end-users — driving broader usage, new assets, and revenue growth
Champion Adoption, Education, and Knowledge Sharing: Promote feature adoption, continuously educate clients on software enhancements, and share success stories and best practices to promote client success frameworks
Foster Client Alignment: Build strong cross-functional relationships and represent client needs across Product, R&D, Support, and other teams to ensure consistent, meaningful engagement and successful outcomes
Overcome Challenges and Problem-Solve: Partner with Addepar teams and clients to identify and resolve key functional or workflow obstacles, enabling increased adoption and driving long-term growth
Maintain Industry Expertise: Maintain deep industry knowledge and stay updated on trends and directions