Client Success Manager - Institutional

About the role

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. 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, retention, and renewal. Few roles provide such a direct impact on the growth of the company. This Institutional Client Success Manager (CSM) will manage some of Addepar's most complex and strategic institutional relationships, including pension funds, foundations, endowments, OCIOs, and asset managers. As an Institutional CSM, you will not just manage accounts; you will act as a strategic consultant to large-scale asset owners and allocators. You will navigate complex portfolios with heavy alternative asset allocations, advising clients on how to leverage Addepar for investment decision-making, board-level reporting, and operational efficiency. As this segment is a strategic priority for the firm, you will play a pivotal role in shaping Addepar's institutional playbook, acting as the primary feedback loop to R&D to build the next generation of institutional-grade solutions. The Institutional market is historically underserved by legacy technology. This is your chance to bring modern, transparent data infrastructure to the world's largest asset pools. Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $87,000 - $136,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.