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Client Success Manager - Institutional

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Addepar

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Location:
United States , New York

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Category:
Finance

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Contract Type:
Not provided

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Salary:

87000.00 - 136000.00 USD / Year
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Job Description:

The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption, retention, and renewal. This Institutional Client Success Manager (CSM) will manage some of Addepar’s most complex and strategic institutional relationships, including pension funds, foundations, endowments, OCIOs, and asset managers. As an Institutional CSM, you will not just manage accounts; you will act as a strategic consultant to large-scale asset owners and allocators.

Job Responsibility:

  • Cultivate long-term relationships with your portfolio of assigned clients
  • Develop a deep understanding of each client's goals, business requirements, and industry challenges
  • Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal
  • Develop success plans with clients, including mutually agreed-upon objectives, timelines, and metrics
  • Consult on the creation of high-stakes reporting deliverables, such as Quarterly Board Packages and Investment Committee reviews
  • Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software
  • Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies
  • Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients
  • Serve as the 'Institutional Voice' to Product and Engineering, translating complex requirements into roadmap features

Requirements:

  • 5+ years in client-facing, client success, or strategy roles
  • Experience specifically within the Institutional Asset Management space (OCIO, Endowment, Foundation, Pension, or Family Office) is a strong preference
  • A minimum of a bachelor's degree or equivalent professional experience is required
  • CFA, CAIA, or CIPM designation is a strong plus
  • Proven record of translating business needs into technical utilization of available product solutions
  • Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistency, and a structured framework to processes and operations
  • Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level
  • Familiarity with institutional performance reporting standards, attribution analysis, and risk metrics
  • Deep understanding of multi-asset class portfolio construction, with a specific focus on Alternative Investments (Private Equity, Venture Capital, Real Estate) and the data challenges associated with them
  • History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent, driving organizational change and adoption efforts
  • Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users
  • Track record of leading large, sophisticated projects and/or programs, preferably at an institutional firm
  • Experience handling difficult clients or situations, and can demonstrate successful outcomes or resolutions
  • Strong verbal and written communication skills
  • Strong time management and prioritization skills
  • Must be collaborative and work effectively within a team environment and cross-functionally across Addepar
  • Ability to navigate data and people to find answers
  • Independent, adaptable, and can thrive in a fast-paced environment
  • Must be open to travel

Nice to have:

  • CFA, CAIA, or CIPM designation
  • Experience specifically within the Institutional Asset Management space (OCIO, Endowment, Foundation, Pension, or Family Office)
What we offer:
  • bonus
  • equity
  • benefits

Additional Information:

Job Posted:
January 03, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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