Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.
About the role
The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.
What they're looking for
- 8+ 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 colleague
- 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
More about this role
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.
The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices,...
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