Sr. Client Success Manager - Enterprise
AddeparLondon, England, United Kingdom • New York, New York, United States • Salt Lake City, Utah, United States • Chicago, Illinois, United States • City of Edinburgh, Scotland, United Kingdom • Pune, Maharashtra, India • Dubai, United Arab Emirates • Vaud, Switzerland • London, England, United Kingdom
Posted October 27, 2025
Full Time
About the Company
Addepar is a global technology and data company that empowers investment professionals by providing comprehensive portfolio management solutions. With a platform that aggregates over $7 trillion in assets across 50 countries, Addepar offers an open integration ecosystem with over 100 partners to deliver tailored advice. The company's flexible workforce model spans offices worldwide, ensuring clients receive informed and precise guidance.
Job Description
Addepar is seeking a Sr. Client Success Manager for its Enterprise team to oversee the complete post-sales lifecycle, ensuring clients achieve maximum value. This role involves building strong relationships, driving adoption, retention, and revenue growth by leveraging strategic guidance, data, and innovative solutions. The CSM manages a significant volume of large, sophisticated clients in EMEA, focusing on client success and acting as their advocate.
Requirements
- 10+ years of experience in client-facing roles (e.g., sales, client management, client success)
- Proven success in consultant, strategist, sales, and technical account manager roles
- Strong executive presence with exceptional communication and presentation skills
- Extensive knowledge of front, middle, and back office operations in wealth management firms
Benefits
- Competitive salary
- Comprehensive benefits package
- Opportunities for professional development
