Addepar
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
Client Success Manager
6 days ago
🇺🇸 United States – Remote
💵 $69k - $107k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
🦅 H1B Visa Sponsor
Addepar
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
📋 Description
• Addepar helps investment professionals provide informed guidance to clients • Seeking a Client Success Manager for post-sales lifecycle of clients • Drive client success through partnership and strategic guidance
🎯 Requirements
• 3+ years of experience in a RIA, Single Family Office, or Multi Family Office oriented business • Strong analytical skills and a consistent framework or process approach to problem solving • Technology knowledge to engage and have credibility with product groups • Strong time management, prioritization, verbal and written communication skills • Experience building and improving client engagement strategies • Ability to establish relationships with key influencers and navigate an organization • Ability to navigate data and people to find answers • Independent and adaptable; thrive in a fast-paced environment • Open to travel
🏖️ Benefits
• Bonus • Equity • Benefits
Apply NowSimilar Jobs
6 days ago
Lead client success efforts at Botkeeper, managing onboarding and ongoing engagement.
🇺🇸 United States – Remote
💰 $42M Series C on 2021-11
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
🦅 H1B Visa Sponsor
6 days ago
Serve as the main contact for clients in a full-time remote Broker Channel CSM role at Sana.
🇺🇸 United States – Remote
💵 $75k - $85k / year
💰 $60M Series B on 2022-06
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
🦅 H1B Visa Sponsor
6 days ago
As a Customer Success Manager, you'll develop enterprise accounts while ensuring revenue growth for a tech company.
🇺🇸 United States – Remote
💵 $85.7k - $114.6k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
🦅 H1B Visa Sponsor
6 days ago
As Customer Success Manager, you'll develop relationships with high-touch Enterprise accounts. Help maximize software value and drive customer success.
🇺🇸 United States – Remote
💵 $85.7k - $114.6k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
🦅 H1B Visa Sponsor
6 days ago
As a Customer Success Manager, you'll manage enterprise accounts at ServiceTitan to enhance customer value.
🇺🇸 United States – Remote
💵 $85.7k - $114.6k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
🦅 H1B Visa Sponsor
Discover 100,000+ Remote Jobs!
Wall of Love
Frequently asked questions
We use powerful scraping tech to scan the internet for thousands of remote jobs daily. It operates 24/7 and costs us to operate, so we charge for access to keep the site running.
Of course! You can cancel your subscription at any time with no hidden fees or penalties. Once canceled, you’ll still have access until the end of your current billing period.
Other job boards only have jobs from companies that pay to post. This means that you miss out on jobs from companies that don't want to pay. On the other hand, Remote Rocketship scrapes the internet for jobs and doesn't accept payments from companies. This means we have thousands more jobs!
New jobs are constantly being posted. We check each company website every day to ensure we have the most up-to-date job listings.
Yes! We’re always looking to expand our listings and appreciate any suggestions from our community. Just send an email to Lior@remoterocketship.com. I read every request.
Remote Rocketship is a solo project by me, Lior Neu-ner. I built this website for my wife when she was looking for a job! She was having a hard time finding remote jobs, so I decided to build her a tool that would search the internet for her.