Sr. Client Success Manager - Enterprise

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 The Client Success Management (CSM) team at Addepar oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a trusted client advisor, you’ll build a deep understanding of each client’s business — including strategy, services, team dynamics, and technology — to help them achieve their goals and fully leverage Addepar’s solutions. As part of the CESM Enterprise 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. 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. Open to HYBRID or REMOTE. The current range for this role is $110,000 - $171,000 (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. What You’ll Do Lead Strategic Client Oversight and Planning : Oversee the full client lifecycle — from implementation and go-live to growth and renewal — ensuring seamless transitions and sustained engagement. Gain a deep understanding of client goals, business needs, and challenges to drive product adoption, retention, and growth. Design and execute engagement plans with clear objectives, timelines, and KPIs. Analyze operations to deliver tailored solutions and services, enhancing satisfaction and fostering long-term relationships and advocacy 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 Dri ... (truncated, view full listing at source)