Sr. Client Success Manager - Enterprise

About Addepar

'Addepar' is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted 'Addepar' to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, 'Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

'Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. 'Addepar' embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.

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—strategy, services, team dynamics, and technology—to help them achieve their goals and fully leverage Addepar’s solutions.

As part of the CSM Enterprise Team
, you will manage Addepar’s largest and most sophisticated clients in EMEA, 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.

Applicants must have—and maintain—the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

• 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.
• 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.
• Drive Revenue Growth:
  Partner with the Executive Relationship Officer/Account Manager to develop account plans and craft targeted strategies for driving expansion and achieving sales and retention goals.
• Deliver Engaging Presentations:
  Lead impactful presentations and product demonstrations tailored to diverse audiences—from leadership to end-users—to drive broader usage, new assets, and revenue growth.
• Champion Adoption, Education, and Knowledge Sharing:
  Promote feature adoption, continuously educate clients on software enhancements, and share success stories and best practice to promote client success frameworks.
• Foster Client Alignment:
  Build strong cross-functional relationships and represent client needs across Product, R&D, Support, and other teams to ensure consistent, meaningful engagement and successful outcomes.
• Overcome Challenges and Problem-Solve:
  Partner with Addepar teams and clients to identify and resolve key functional or workflow obstacles, enabling increased adoption and driving long-term growth.
• Maintain Industry Expertise:
  Maintain deep industry knowledge and stay updated on trends and directions.

• 10+ years of experience in client-facing roles (sales, client management, client success) and/or strategy positions within financial or wealth‑management firms (e.g., wirehouses,…