Client Success Manager - Institutional

Addepar is a global data and AI platform serving investment professionals, managing complex financial data and providing AI-powered insights. The company supports clients worldwide and offers a collaborative, innovative environment.

Location: Remote (US)

Salary: $87,000 - $136,000 (base salary) + bonus + equity + benefits

Responsibilities

• Cultivate long-term relationships with clients, including key executives and end-users.
• Develop understanding of client goals, requirements, and challenges, ensuring account retention.
• Provide strategic oversight during client journey, including implementation, adoption, and renewal.
• Develop success plans with clients, including objectives, timelines, and metrics.
• Consult on high-stakes reporting deliverables such as Quarterly Board Packages and Investment Committee reviews.
• Drive adoption and educate clients on new features and software enhancements.
• Discuss opportunities for Addepar services and solutions to influence outcomes.
• Identify new revenue opportunities and participate in proposals.
• Translate complex client requirements into product roadmap features.

Requirements

• 5+ years in client-facing, client success, or strategy roles, preferably within Institutional Asset Management (OCIO, Endowment, Foundation, Pension, Family Office).
• Bachelor's degree or equivalent professional experience.
• CFA, CAIA, or CIPM designation is a plus.
• Experience translating business needs into technical solutions, ideally with a technical product.
• Strong analytical skills and disciplined process approach.
• Knowledge of technology that engages R&D teams and clients up to executive level.
• Familiarity with institutional performance reporting, attribution analysis, and risk metrics.
• Deep understanding of multi-asset class portfolios, especially Alternative Investments.
• Experience as a consultant, strategist, pre-sales, or technical account manager.
• Ability to build and maintain relationships with senior executives and decision-makers.
• Experience leading large projects at institutional firms.
• Handling difficult clients and achieving successful resolutions.
• Strong communication, time management, and prioritization skills.
• Collaborative team player with cross-functional work experience.
• Ability to navigate data and people effectively.
• Independent, adaptable, and thrive in fast-paced environments.
• Willingness to travel.

Benefits

• Base salary range of $87,000 - $136,000.
• Bonus, equity, and benefits.
• Opportunity to shape institutional solutions and work with large asset pools.

Additional Information

• Applicants must be authorized to work in the US without visa sponsorship.
• Addepar promotes diversity, inclusion, and equal opportunity.
• Accommodation available for individuals with disabilities.
• Beware of phishing scams impersonating Addepar during the hiring process.