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Sr. Client Success Manager - Strategic image - Rise Careers
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Sr. Client Success Manager - Strategic

Addepar is a technology and data company dedicated to helping investment professionals deliver informed guidance through its comprehensive platform. They are seeking a Sr. Client Success Manager to ensure their strategic clients gain maximum value from the system.

Skills

  • Client-facing experience
  • Problem-solving skills
  • Strong communication skills
  • Data-driven decision making
  • Leadership ability

Responsibilities

  • Understand Addepar's strategic client segment and industry goals
  • Provide oversight during the entire client journey
  • Partner with Account Managers for quarterly business reviews
  • Act as the voice of the client to various internal teams
  • Maintain high client satisfaction and reference-ability
  • Lead and support a high-performance team

Education

  • Bachelor's Degree or equivalent experience

Benefits

  • Competitive salary
  • Bonus opportunities
  • Equity options
  • Flexible work environment
  • Diversity and inclusion initiatives
To read the complete job description, please click on the ‘Apply’ button
Addepar Glassdoor Company Review
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CEO of Addepar
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Eric Poirier
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Average salary estimate

$140500 / YEARLY (est.)
min
max
$110000K
$171000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

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BADGES
Badge ChangemakerBadge Flexible CultureBadge Future MakerBadge Work&Life Balance
CULTURE VALUES
Customer-Centric
Collaboration over Competition
Growth & Learning
Take Risks
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Flex-Friendly
Equity
Learning & Development
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$110,000/yr - $171,000/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
June 11, 2025

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