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AddeparAddepar

Client Success Manager

Manages strategic clients throughout the post-sales lifecycle, driving platform adoption, retention, renewals, and client value. Requires 8+ years of client-facing experience or 5 years plus an MBA, strong cross-functional leadership, and excellent communication and problem-solving skills.

About the job

Responsibilities

  • Manage the complete post-sales lifecycle for Key & Strategic Clients, including implementation, optimization, growth, and renewal.
  • Develop a deep understanding of clients’ businesses, strategies, services, teams, and technology, and advise them on increasing value from the platform.
  • Partner with Account Executives on quarterly business reviews covering business priorities, optimization opportunities, product roadmap, usage, adoption, and insights.
  • Advocate for clients with Product Management, Product Marketing, Support, Renewals, Services, Finance, and other cross-functional teams.
  • Diagnose client operations and recommend appropriate solutions and services to drive adoption, retention, renewal, and client satisfaction.
  • Collaborate with sales, marketing, R&D, Finance, and Legal, and engage senior and C-level leaders to meet go-to-market objectives.
  • Articulate Addepar’s value proposition to the partner community.

Requirements

  • 8+ years of experience in a client-facing role, or 5 years plus an MBA.
  • In-depth knowledge of strategic client segments.
  • Proven ability to collaborate across multiple functions and interact with senior-level and C-level stakeholders.
  • Strong work ethic, proactive approach, and ability to adapt to changing demands.
  • Excellent problem-solving, communication, organizational, and time-management skills.
  • Data- and metrics-driven approach.
  • Assertiveness, candor, creativity, and a strong sense of urgency.
  • Bachelor’s degree or equivalent experience.

Compensation & Benefits

  • Base salary range: $69,000–$107,000, plus bonus, equity, and benefits.
  • The displayed range applies to roles in Colorado, California, and New York; the specific range depends on work location, skills, experience, qualifications, and market conditions.

Skills

Client Success Management, Account Management, Change Management, Quarterly Business Reviews, Product Roadmap, Data Analysis, Metrics, Addepar Platform, Portfolio Management, Client Relationship Management

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