Client Success Manager - Core

December 6

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Logo of Addepar

Addepar

501 - 1000 employees

Founded 2013

πŸ’Έ Finance

πŸ’³ Fintech

☁️ SaaS

πŸ’° $130M Corporate Round on 2021-11

Description

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

Requirements

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

Benefits

β€’ Bonus β€’ Equity β€’ Benefits

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