Sr. Client Success Manager - Enterprise

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 oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a strategic client advisor, you'll build a deep understanding of each client's business - including corporate strategy, business model, services offering, and technology - to help them achieve their goals and fully leverage Addepar's solutions. As part of the Enterprise CSM Team , you will manage Addepar's largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker-dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and revenue growth - playing a pivotal role in Addepar's expansion. In this role, you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations, clearly articulating Addepar's value proposition and aligning its capabilities with client needs and business objectives. Working cross-functionally, you will identify opportunities to deepen engagement, expand adoption, and develop and execute data-driven strategies to help Addepar grow new annual recurring revenue. Additionally, you will facilitate change management, implement best practices, and optimize platform utilization. Acting as the client's advocate, you will ensure a superior experience while gathering insights to shape the next generation of client-focused solutions at Addepar. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

Responsibilities

• Build Meaningful Relationships : Forge deep, enduring relationships with clients, connecting with stakeholders at all levels - from C-suite executives to daily platform users - to drive long-term success
• Deliver Engaging Presentations : Lead impactful presentations and product demonstrations tailored to diverse audiences - from leadership to end-users - driving broader usage, new assets, and revenue growth
• Champion Adoption, Education, and Knowledge Sharing : Promote feature adoption, continuously educate clients on software enhancements, and share success stories and best practices to promote client success frameworks
• Foster Client Alignment: Build strong cross-functional relationships and represent client needs across Product, R&D, Support, and other teams to ensure consistent, meaningful engagement and successful outcomes
• Overcome Challenges and Problem-Solve : Partner with Addepar teams and clients to identify and resolve key functional or workflow obstacles, enabling increased adoption and driving long-term growth
• Maintain Industry Expertise : Maintain deep industry knowledge and stay updated on trends and directions

Requirements

• Extensive years of experience in client-facing roles (i.e. sales, client management, client success) and/or strategy positions within financial or wealth management services firms (e.g., wirehouses, broker/dealers, banks, private banks) or similar large enterprises or consulting firms
• Proven success in consultant, strategist, sales, and technical acc

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