Client Success Manager - RIA & SFO

8 hours ago

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Addepar

WebsiteLinkedInAll Job Openings

501 - 1000

💰 $130M Corporate Round on 2021-11

Description

• The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. • Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. • You will become a trusted advisor to these clients, deeply understanding their business and their needs and helping them improve the value they get from Addepar. • This role involves working closely with colleagues to identify and reveal opportunities. • CSM will also cultivate cross-functional relationships in Product & Engineering and Services teams to drive standard methodologies and utilization of the platform. • You will be the client’s internal advocate! You will help to ensure an excellent experience and gather feedback to aid Addepar in building the next generation of solutions.

Requirements

• 3-5 years experience in an RIA or Single Family Office oriented business or environment, preferably in a client-facing role for financial products or services for UHNW clients • Strong analytical skills and a consistent framework or process approach to problem-solving. • You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients • Strong time management and prioritization skills, as well as verbal and written communication skills • Experience building and improving client engagement strategies with a track record of success, as proven by improved client health, reference-ability, and platform adoption. • You have handled demanding customers or situations and can demonstrate resolutions. • Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization. • Ability to navigate data and people to find answers • Independent, adaptable, and can thrive in a fast-paced environment • You are open to travel

Benefits

• bonus • equity • benefits.