Client Success Manager
New
A
AddeparFinancial Technology
Remote, USAFull-TimeManager
Salary$69,000 - $107,000 (base salary) + bonus + equity + benefits
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Job Details
- Experience
- 8+ years of experience or (5 years + MBA)
- Required Skills
- Data AnalysisBusiness OperationsChange ManagementAccount ManagementCross-functional collaborationRelationship management
Requirements
- 8+ years of experience in a client-facing role, or 5+ years with an MBA.
- Proven track record working with strategic client segments such as family offices or wealth management firms.
- Deep understanding of industry challenges and goals within the investment management space.
- Demonstrated experience interacting with senior-level leaders and C-level management.
- Strong leadership capabilities with experience building and supporting high-performance teams.
- Excellent problem-solving, communication, and organizational skills.
- Data-driven mindset with the ability to interpret and utilize metrics.
- Strong work ethic with a proactive and flexible approach to shifting demands.
- Bachelor’s degree or equivalent practical experience.
- Demonstrated ability to collaborate effectively across cross-functional departments.
Responsibilities
- Oversee the complete post-sales client journey including implementation, optimization, growth, and renewal.
- Partner with Account Executives to deliver quarterly business reviews and align on business priorities.
- Analyze product usage and adoption patterns to provide actionable insights and strategic recommendations.
- Serve as the internal advocate for clients, capturing feedback to drive product roadmap and client-centric solutions.
- Collaborate with R&D, Services, Sales, and Marketing to ensure consistent client success and effective change management.
- Build and maintain strong relationships with senior and C-level client leadership to ensure business goals are met.
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