The Role

The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client in the LATAM region. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company!

You will become a trusted advisor to these clients, deeply understanding their business and their needs, and help them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product & Engineering and Services teams, to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience, and gather feedback to aid Addepar in building the next generation of solutions.

What You’ll Do

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals
• Provide client support to senior members of the team during implementation, business reviews, instance reviews, and other BAU tasks to support an outstanding client experience
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities
• Provide continuing education and insights to clients relating to product updates, Addepar’s product roadmap, and review product usage patterns
• Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists, and participate in presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Who You Are 

• 3+ years of experience in a RIA or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for ultra-high net worth clients (UHNW).
• Strong analytical skills and a consistent framework or process approach to problem solving
• You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients
• Strong time management and prioritization skills, as well as verbal and written communication skills
• Experience building and improving client engagement strategies with a track record of success as proven by improved client health, referenceability, and platform adoption
• You have handled demanding customers or situations and can demonstrate resolutions
• Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization
• Ability to navigate data and people to find answers
• Independent, adaptable, and can thrive in a fast-paced environment
• You are open to travel and are multilingual - Spanish required, Portuguese beneficial