Sr. Client Success Manager - Key & Strategic

Addepar Inc

New York, NY, United States
Base: $110,000 - $171,000; bonus/equity: included;...
On-site
10+ years client facing experience
Strategic account management expertise
Quarterly business review delivery
Addepar empowers investment professionals to turn complex financial information into actionable intelligence using a global data and AI platform

Job Summary

  • Addepar empowers investment professionals to turn complex financial information into actionable intelligence using a global data and AI platform.
  • The role involves providing strategic oversight during the entire client journey from implementation to renewal for some of Addepar's largest sophisticated clients.
  • Candidates must partner with Account Executives to deliver quarterly business reviews that align on business priorities and review product usage patterns.

Matching Summary

Addepar empowers investment professionals to turn complex financial information into actionable intelligence using a global data and AI platform.

Salary

Base: $110,000 - $171,000; Bonus/Equity: Included; Benefits: Included

Skills & Requirements

Must-have

  • 10+ years client facing experience
  • Strategic account management expertise
  • Quarterly business review delivery
  • Cross-functional collaboration skills
  • Deep understanding of investment operations

Nice-to-have

  • Strong work ethic and sense of urgency
  • Data and metric driven mindset
  • C-level stakeholder interaction
  • Creativity in problem solving approaches
  • Company first mentality

Key Requirements

  • Minimum 10 years client facing experience or 5 years plus MBA
  • Bachelor's Degree or equivalent experience required
  • Must be legally authorized to work in the United States without visa sponsorship

Work Rights

Must be legally authorized to work in the US without current or future visa sponsorship

Tailored Resume

Cover Letter