Client Success Manager

Who We Are 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 Role 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. You will serve as a trusted advisor post-sale, guiding clients through onboarding, optimization, and long-term partnership. As one of our first CSMs in the region, you will also play a key role in building local client success practices, influencing how Addepar serves the Latin American market, and collaborating closely with our global Product, Engineering, and Services teams. This is a hands-on, relationship-driven role requiring financial understanding, strong communication, and a proactive approach to client engagement. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals. Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth. Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights. Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support. Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams. Help design and scale client success processes suited to Brazil and Latin America, aligning with Addepar’s global standards while adapting to regional expectations. Ensure compliance with local regulations and data privacy norms, including LGPD (Lei Geral de Proteção de Dados), especially in areas related to financial data handling, client reporting, and cross-border collaboration. Who You Are 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 i ... (truncated, view full listing at source)