# Client Success Manager at Addepar

- Company: Addepar
- What the company does: 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.
- Company website: https://addepar.com
- Type: Startups
- Level: Senior
- Location: New York, NY
- Work setup: On-site
- Posted: 2026-09-22
- Apply by: 2026-11-06
- Apply: https://job-boards.greenhouse.io/addepar1/jobs/8822336002
- Page: https://www.1752.vc/careers/jobs/addepar-client-success-manager-2/

## 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

Tags: Sales Client Engagement