Client Success Manager

📌 Core Information

🔹 Job Title: Client Success Manager

🔹 Company: Addepar

🔹 Location: United States

🔹 Job Type: Remote

🔹 Category: 🎧 Customer Experience (CX)

🔹 Date Posted: March 31, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Fully Remote

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Driving client success for the post-sales lifecycle.
• Ensuring clients derive maximum value from the Addepar platform.
• Leading client adoption success, retention, and renewal efforts.
• Building cross-functional relationships to enhance client experiences.

ASSUMPTION: The role appears focused on enhancing client satisfaction and engagement, which is critical to the growth objectives of Addepar.

📋 Key Responsibilities

✅ Develop an understanding of the Addepar platform to align with client needs and goals.

✅ Support senior team members in implementations and business reviews.

✅ Create success plans to boost client usage and identify new opportunities.

✅ Deliver client education on product updates and roadmap.

✅ Identify new revenue opportunities and assist in client presentations.

✅ Build strong cross-functional ties to advocate effectively for clients.

ASSUMPTION: The responsibilities are aimed at direct client engagement and strategic organizational influence, which implies a high level of interaction and internal collaboration.

🎯 Required Qualifications

Education: Not specified

Experience: 3+ years in a client-facing role in financial products/services, especially with UHNW clients.

Required Skills:

• Client success and engagement strategies
• Analytical thinking and problem-solving
• Time management and communication skills

Preferred Skills:

• Experience in financial technology applications
• Advanced data management skills

ASSUMPTION: The role values both relationship-building and technical acumen, emphasizing the importance of analytical skills in client success.

💰 Compensation & Benefits

Salary Range: $69,000 - $107,000 + bonus + equity + benefits

Benefits:

• Comprehensive health benefits
• Equity options in a growing company
• Flexible working arrangements

Working Hours: 40 hours per week, flexibility depending on client needs

ASSUMPTION: Compensation appears competitive for the industry, with additional potential for bonuses and stock options enhancing overall package value.

📌 Applicant Insights

🔍 Company Context

Industry: Software Development, focusing on investment technology solutions.

Company Size: 1,001-5,000 employees, indicative of a well-resourced mid-size firm providing various opportunities for advancement.

Founded: 2009 in New York, New York.

Company Description:

• Specializes in technology solutions that aggregate portfolio, market, and client data.
• Known for its innovative approach and integration with diverse partners.
• Global presence with significant impact on investment decision-making.

Company Specialties:

• Investment technology
• Portfolio management solutions
• Data aggregation and analysis

Company Website: https://addepar.com

ASSUMPTION: The company's global footprint and diverse partner relationships suggest a dynamic work environment with potential for international exposure.

📊 Role Analysis

Career Level: Intermediate to senior-level, with opportunities for influence within cross-functional teams.

Reporting Structure: Likely reporting to senior management within the Client Success team

Work Arrangement: Fully remote, offering significant flexibility.

Growth Opportunities:

• Potential to influence product development through client feedback.
• Opportunities for leadership roles within client engagement strategies.
• Career advancement via direct impact on client satisfaction and retention metrics.

ASSUMPTION: The role's potential for direct client influence and cross-functional collaboration suggests opportunities for career growth and advancement in the organization.

🌍 Location & Work Environment

Office Type: Remote, with accessibility to various office locations for meetings if necessary.

Office Location(s): New York, Mountain View, Salt Lake City, Chicago, Edinburgh, Pune, Dubai

Geographic Context:

• Flexible work locations support a diverse employee base.
• Offices in major global financial markets.
• Diverse cultural environments provide rich professional experiences.

Work Schedule: Standard business hours; flexible to meet client needs as required.

ASSUMPTION: The office locations indicate a major focus on financial hubs, which can foster strong industry connections and personal growth.

💼 Interview & Application Insights

Typical Process:

• Initial application screening.
• Virtual interviews with HR and team leads.
• Technical or case study evaluations.

Key Assessment Areas:

• Client engagement capabilities
• Analytical problem-solving skills
• Cross-functional collaboration aptitudes

Application Tips:

• Emphasize experience with financial technology and client success stories.
• Cite examples of resolving complex client issues effectively.
• Highlight adaptability and strategic thinking traits.

ATS Keywords: Client Success, Analytical Skills, Technology Knowledge, Relationship Building, Advocacy

ASSUMPTION: The interviews likely focus on both technical and soft skills necessary for client-facing success, underscoring the need for balanced capabilities in candidates.

🛠️ Tools & Technologies

• Addepar platform
• Cross-functional CRM tools
• Data analysis software

ASSUMPTION: Proficiency in these tools will be essential, particularly the Addepar platform, which is central to the role.

👔 Cultural Fit Considerations

Company Values:

• Act Like an Owner
• Build Together
• Champion Our Clients
• Drive Innovation
• Embrace Learning

Work Style:

• Collaborative and open-minded.
• Focus on innovation and client satisfaction.
• Independent yet team-oriented.

Self-Assessment Questions:

• Do you have experience with high-net-worth client engagement?
• Are you comfortable developing strategic client plans?
• How do you handle complex client challenges?

ASSUMPTION: The cultural fit emphasizes innovation, collaboration, and a strong client focus, suggesting the ideal candidate is adaptable and proactive.

⚠️ Potential Challenges

• High expectations for client engagement and success.
• Rapid adaptation to client-specific technological needs.
• Balancing multiple high-profile client relationships.
• Maintaining up-to-date knowledge of Addepar’s rapidly evolving platform.

ASSUMPTION: The fast-paced environment with high expectations for client satisfaction might require strong stress management and prioritization skills.

📈 Similar Roles Comparison

• Higher emphasis on client personalization compared to similar roles in less tech-focused industries.
• Increased cross-functional teamwork with technology and product development teams.
• Greater range of diversity in platform capabilities to manage compared to niche platforms.

ASSUMPTION: Similar roles in the tech or financial sectors may not offer the same level of cross-functional interaction or strategic input opportunities.

📝 Sample Projects

• Executing a client education webinar on new platform features.
• Developing a strategic client success plan for a major financial client.
• Leading a cross-departmental initiative to launch a new client feedback system.

ASSUMPTION: Sample projects imply an expectation for proactive client engagement and significant contribution to product improvement processes.

❓ Key Questions to Ask During Interview

• How does Addepar measure client success and retention?
• What are the immediate goals for the Client Success team?
• How does the company support new remote employees?
• Can you describe a typical client success journey at Addepar?
• What opportunities are there for professional growth in this role?

ASSUMPTION: The questions should reflect interest in both the company's client success framework and potential career growth within Addepar.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Attach your updated resume highlighting relevant client success experience.
• Include a cover letter describing how you align with Addepar's values.
• Prepare to discuss specific client success scenarios during the interview process.
• Follow up with the HR team after your application submission for updates.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.