The Role

We are seeking an experienced Client Success Manager (CSM) to join our growing team in Singapore. In this role, you will support key wealth and asset management clients across Southeast Asia and greater APAC. You will work closely with clients post-sale to ensure they derive lasting value from the Addepar platform, leading to strong adoption, retention, and long-term client success.

You will serve as a trusted advisor to our clients, guiding them through onboarding, optimization, and ongoing engagement. As one of our early CSMs in the region, you will also play a pivotal role in shaping local client success practices, building cross-functional relationships, and helping influence the future of Addepar’s APAC service model.

What You’ll Do

• Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals.
• Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth.
• Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights.
• Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support.
• Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams.
• Help design scalable client success processes for the Singapore and broader APAC market, supporting our growing regional footprint.
• Ensure awareness of and adherence to regulatory requirements and local norms, including MAS guidelines and Singapore’s Personal Data Protection Act (PDPA), particularly in areas like data privacy, client reporting, and cross-border engagement.

Who You Are

• 3+ years of experience in financial services, fintech, or SaaS, preferably in a client-facing role such as Client Success, Relationship Management, or Implementation.
• Strong understanding of the investment and wealth management landscape in Southeast Asia, including client workflows, regional challenges, and operating norms.
• Proven ability to build and deepen client relationships, with a history of driving strong adoption, advocacy, and satisfaction metrics.
• Confident communicator with the ability to engage senior stakeholders and influence across client and internal teams.
• Comfortable working independently and navigating ambiguity in a fast-paced, entrepreneurial environment.
• Analytical mindset with the ability to distill complex problems into clear action plans.
• Familiarity with MAS regulations and PDPA, particularly in the context of financial data handling, is a strong advantage.
• Bachelor’s degree required; a background in finance, economics, or a technical discipline is a plus.
• Willingness to travel within the region as client needs dictate.

Our GTM Team Attributes

Our team brings diverse backgrounds, experiences, and cultures and embodies these qualities:

• Deeply connected to our mission and to each other.
• Passionate about delivering exceptional client experiences.
• Outcome-driven with strong communication skills.
• A consultative, collaborative approach.
• Reputation as a trusted colleague and thought leader.
• High intellectual and technical proficiency.
• Eager to both teach and learn.