# Client Success Manager

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** Remote
**Role:** Customer Success
**Salary:** $69k – $107k/yr
**Experience:** 8+ years
**Skills:** Client Success Management, Account Management, Change Management, Quarterly Business Reviews, Product Roadmap, Data Analysis, Metrics, Addepar Platform, Portfolio Management, Client Relationship Management
**Posted:** 2026-08-19

> 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.

## Job Description

## 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.

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