Client Success Manager - Strategic

Yesterday

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Addepar

WebsiteLinkedInAll Job Openings

501 - 1000

💰 $130M Corporate Round on 2021-11

Description

• Addepar is a global technology and data company that helps investment professionals provide informed guidance. • The Client Success Team drives client success for the complete post-sales lifecycle. • You will become a trusted advisor and help clients improve their value from Addepar. • The role involves working closely with colleagues to identify opportunities and gather feedback.

Requirements

• 6-10 years experience in a 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 difficult 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