# Sr. Client Success Manager - Key & Strategic

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** New York, NY
**Role:** Customer Success
**Experience:** 10+ years
**Skills:** Client Relationship Management, Account Retention, Strategic Planning, Business Review, Product Adoption, Problem Solving, Communication, Organization, Time Management, Data Analysis
**Posted:** 2026-06-03

> The Senior Client Success Manager will be responsible for understanding the Key & Strategic Client segment, providing strategic oversight throughout the client journey, and partnering with Account Executives to ensure client satisfaction and retention. This role requires a strong work ethic, leadership capabilities, and cross-functional collaboration.

## Job Description

## What You’ll Do

* Have a deep understanding of Addepar's Key & Strategic Client segment including industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase client adoption, growth, and ensure account retention
* Provide strategic oversight during the entire client journey, including implementation, optimization, growth, renewal so your team can deliver a seamless handover of knowledge and responsibilities where appropriate
* Partner with your Account Executive to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights
* Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc. building strong working relationship with each to ensure client success and consistency of contact
* Build and maintain a high level of client happiness and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services
* Key to the position is a strong work ethic, creativity of approaches in covering clients, sense of urgency in everything you do, and strong leadership capabilities which include building, cultivating and supporting a high-performance team, supporting team objectives and driving client success. This person must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R&D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community

## Who You Are 

* 10+ years of experience or (5 years + MBA) in working in a client facing role with proven track record an in-depth knowledge of our strategic client segment
* Strong work ethic, upbeat, proactive, standout teammate
* Excellent problem solving, communication, organization, and time leadership skills
* Data and metric driven
* Flexibility and ability to adapt to new demands; strong sense of urgency
* Assertiveness, candor, and a “company first” mentality
* Minimum of Bachelor’s Degree or equivalent experience

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