Client Success Manager

We are seeking an experienced Client Success Manager (CSM) to join our growing presence in Brazil. In this role, you’ll be responsible for supporting some of the country’s most sophisticated wealth and asset management clients, helping them derive lasting value from the Addepar platform through engagement, adoption, and growth.

Requirements

• 3+ years of experience in financial services, fintech, or SaaS, ideally in a client-facing function such as Client Success, Relationship Management, or Implementation.
• Solid understanding of Brazil’s wealth and asset management ecosystem, including common workflows, market dynamics, and client expectations.
• Proven track record of building strong client relationships and driving measurable outcomes in adoption, retention, and satisfaction.
• Excellent communicator, comfortable engaging senior stakeholders and influencing across technical and business audiences.
• Self-starter with strong organizational skills and the ability to work effectively in a fast-paced, entrepreneurial environment.
• Analytical thinker with the ability to diagnose client challenges and develop clear, actionable solutions.
• Familiarity with CVM and Bacen regulations or financial data management standards in Brazil is highly valued.
• Bachelor’s degree required; studies in Finance, Economics, Business Administration, or Technology are a plus.
• Fluency in Portuguese and English is required; Spanish proficiency is an advantage.
• Willingness to travel across Brazil and, occasionally, within Latin America to support client engagements.

Benefits

• Competitive salary
• Benefits package
• Opportunities for professional growth and development