Client Success Manager

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Oversee the entire post-sales lifecycle for key and strategic clients.

• Offer strategic advice to enhance platform adoption, retention, and renewal.

• Gain insight into clients’ businesses, strategies, services, teams, and technology, and recommend ways to increase Addepar’s value.

• Provide strategic direction throughout implementation, optimization, growth, and renewal phases.

• Collaborate with Account Executives to conduct quarterly business reviews that address priorities, optimization opportunities, product roadmap, usage, and adoption.

• Represent clients' interests with Product Management, Product Marketing, Support, Renewals, Services, Finance, and other teams.

• Analyze client business operations and suggest suitable solutions and services.

• Foster client satisfaction and establish reference-ability.

• Work alongside cross-functional teams and engage with senior and C-level leaders to achieve go-to-market goals.

• Clearly communicate Addepar’s value propositions to the partner community.

⛳️ Requirements

• A minimum of 8 years of experience in a client-facing position, or 5 years plus an MBA.

• Extensive knowledge of the strategic client segment.

• Demonstrated success in managing relationships with strategic clients.

• At least a Bachelor’s Degree or equivalent experience.

• Strong work ethic and a proactive mindset.

• Exceptional problem-solving, communication, organizational, and time-management abilities.

• Data-driven and metric-focused approach.

• Adaptability and flexibility to meet new challenges.

• Strong sense of urgency.

• Assertiveness, transparency, and a company-first attitude.

• Proven history of successful collaboration with sales, marketing, R&D, Finance, and Legal teams.

• Experience engaging with senior-level leaders and C-suite executives.

• Profound understanding of Addepar technology and the ability to articulate its value propositions.

• Must be legally authorized to work in the United States for any employer without current or future visa sponsorship.

• Must be able to start work in the U.S. on the first day of employment.

🏝️ Benefits

• Bonus.

• Equity.

• Benefits.

• Reasonable accommodations for individuals with disabilities.

• Equal opportunity and an inclusive workplace.