Sr. Client Success Manager - Enterprise at Addepar

London, England, United Kingdom

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Investment Management, Wealth ManagementIndustries

Requirements

Must have, and maintain, the right to work in the United Kingdom from the first day of employment (visa sponsorship not available)
Experience managing largest and most sophisticated enterprise clients (e.g., global, private, and regional banks, wirehouses, broker-dealers) in EMEA
Selling skills and technical knowledge to lead client presentations and demonstrations
Ability to build deep understanding of client business (strategy, services, team dynamics, technology)
Cross-functional collaboration skills to identify expansion opportunities and execute data-driven strategies

Responsibilities

Lead strategic client oversight and planning: Oversee full client lifecycle from implementation/go-live to growth/renewal, ensure seamless transitions, gain deep understanding of client goals/needs/challenges, drive product adoption/retention/growth, design/execute engagement plans with objectives/timelines/KPIs, analyze operations for tailored solutions to enhance satisfaction and long-term relationships
Build meaningful relationships: Forge deep relationships with stakeholders at all levels (C-suite to daily users) to drive long-term success
Drive revenue growth: Partner with Executive Relationship Officer/Account Manager on Account Plans and expansion strategies, report progress weekly for forecasting, use touchpoints (meetings/business reviews) to align priorities, maximize utilization, uncover opportunities (cross-selling, new projects, services expansion)
Deliver engaging presentations: Lead tailored presentations and product demonstrations for diverse audiences (leadership to end-users) to drive usage, new assets, and revenue growth
Champion adoption, education, and knowledge sharing (description incomplete in JD, but implied as key duty)
Facilitate change management, implement best practices, optimize platform utilization
Act as client advocate to ensure superior experience and gather insights for future solutions
Work cross-functionally to deepen engagement, expand adoption, and grow annual recurring revenue

Skills

Key technologies and capabilities for this role

Client SuccessAccount ManagementEnterprise SalesStrategic AdvisoryClient PresentationsProduct DemonstrationsCross-Functional CollaborationRevenue GrowthAdoption StrategiesEMEA MarketsFinancial Technology

Questions & Answers

Common questions about this position

What is the compensation for this Sr. Client Success Manager role?

This information is not specified in the job description.

Is this role remote or does it require office presence?

Addepar embraces a global flexible workforce model with offices in various locations including London and Edinburgh, but specific remote or office requirements for this role are not detailed.

What skills are required for this position?

The role requires selling skills, technical knowledge for client presentations and demonstrations, strategic planning abilities, cross-functional collaboration, and expertise in client lifecycle management including adoption, retention, and growth.

What is the company culture like at Addepar?

Addepar supports a global flexible workforce model and emphasizes building deep client understanding, fostering strong partnerships, and cross-functional collaboration to drive client success and company growth.

What qualifications make a strong candidate for this role?

Strong candidates will have experience managing enterprise clients in EMEA such as banks and broker-dealers, proven selling and technical skills for demonstrations, and the right to work in the UK without visa sponsorship.

Addepar

Investment management software for financial professionals

About Addepar

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Mountain View, CaliforniaHeadquarters

2009Year Founded

$625.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

Risks

Addepar's trading platform faces competition from established trading solutions.

Generative AI integration may introduce risks of AI biases affecting investment decisions.

Reliance on partnerships could pose risks if expected growth is not achieved.

Differentiation

Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.

The platform integrates with over 100 partners, offering a comprehensive wealth management solution.

Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

Upsides

Addepar's new trading platform enhances advisor workflows and client insights.

Partnerships with firms like Corient expand Addepar's client base and market reach.

Generative AI integration offers innovative solutions for managing tech disruption risks.

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