501 - 1000 employees
Founded 2013
πΈ Finance
π³ Fintech
βοΈ SaaS
π° $130M Corporate Round on 2021-11
December 6
πΊπΈ United States β Remote
π΅ $67k - $105k / year
β° Full Time
π‘ Mid-level
π Senior
π Customer Success
π¦ H1B Visa Sponsor
501 - 1000 employees
Founded 2013
πΈ Finance
π³ Fintech
βοΈ SaaS
π° $130M Corporate Round on 2021-11
β’ Become a trusted advisor to clients, understanding their business needs β’ Provide client support during implementation and business reviews β’ Develop success plans for clients and drive innovation β’ Advocate for clients and build strong working relationships
β’ 3-5 years experience in an RIA or Single Family Office oriented business or environment β’ Strong analytical skills and a consistent framework or process approach to problem-solving. β’ Technology knowledge that helps you engage and have credibility with product groups within Addepar and clients β’ Strong time management and prioritization skills β’ Verbal and written communication skills β’ Experience building and improving client engagement strategies β’ Ability to establish relationships with key influencers β’ Independent, adaptable, and can thrive in a fast-paced environment β’ Open to travel
β’ Bonus β’ Equity β’ Benefits
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πΊπΈ United States β Remote
π΅ $105k - $157k / year
π° Grant on 2019-09
β° Full Time
π‘ Mid-level
π Senior
π Customer Success
π¦ H1B Visa Sponsor
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πΊπΈ United States β Remote
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π° Venture Round on 2023-01
β° Full Time
π‘ Mid-level
π Senior
π Customer Success
π¦ H1B Visa Sponsor
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πΊπΈ United States β Remote
π΅ $76k - $91k / year
β° Full Time
π‘ Mid-level
π Senior
π Customer Success
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πΊπΈ United States β Remote
π΅ $115k - $150k / year
π° $50M Series B on 2019-06
β° Full Time
π‘ Mid-level
π Senior
π Customer Success