Job Description

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.

Responsibilities

• Understand Addepar's Key & Strategic Client segment
• Provide strategic oversight during the entire client journey
• Partner with Account Manager to deliver quarterly business reviews
• Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc.
• Build and maintain client happiness and reference-ability
• Diagnose business operations and prescribe solutions
• Build, cultivate, and support a high-performance team

Requirements

• 10+ years of experience or (5 years + MBA) in a client facing role
• 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
• Assertiveness, candor, and a “company first” mentality
• Minimum of Bachelor’s Degree or equivalent experience

Benefits

• No benefits