About the job
About Us
Addepar is a leading global data and AI platform designed to empower investment professionals in transforming intricate financial data into actionable insights. Our platform consolidates portfolio, market, and client information into a comprehensive view, delivering AI-driven insights seamlessly integrated into investment and client workflows. Trusted by over 1,400 firms across nearly 60 countries, Addepar manages an impressive $9 trillion in assets. Our open platform collaborates with nearly 650 software, data, and consulting partners, enabling efficient investment operations for organizations of every size and complexity. With offices located in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo, we are dedicated to supporting our clients worldwide.
The Opportunity
The Client Success Management (CSM) team at Addepar is responsible for the entire post-sales journey, ensuring that our clients derive maximum value from our platform. As a trusted advisor, you will develop a profound understanding of each client's business—encompassing their strategy, services, team dynamics, and technology—to assist them in achieving their objectives and fully utilizing Addepar's solutions.
As a member of the CESM Enterprise Team, you will manage our largest and most complex clients, including global banks, private institutions, regional banks, wirehouses, and broker-dealers. Your role will involve providing strategic insights, nurturing strong partnerships, and spearheading engagement initiatives to drive client adoption, retention, renewals, and revenue growth, thus playing a crucial role in Addepar's expansion.
In this position, you will leverage your sales acumen and technical expertise to conduct impactful client presentations and demonstrations, effectively communicating Addepar's value proposition while aligning our capabilities with client needs and business goals. Collaborating across various departments, you will identify opportunities to enhance engagement, accelerate adoption, and create and implement data-driven strategies to foster new annual recurring revenue for Addepar.
Furthermore, you will facilitate change management, implement best practices, and optimize the use of our platform. Acting as an advocate for our clients, you will ensure an exceptional experience while gathering insights that will inform the development of the next generation of client-focused solutions at Addepar.

