Client Success Manager Jobs

Addepar

Location:
Brazil, São Paulo

Category:
IT - Administration

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are seeking an experienced Client Success Manager (CSM) to join our growing presence in Brazil. In this role, you’ll be responsible for supporting some of the country’s most sophisticated wealth and asset management clients, helping them derive lasting value from the Addepar platform through engagement, adoption, and growth. You will serve as a trusted advisor post-sale, guiding clients through onboarding, optimization, and long-term partnership. As one of our first CSMs in the region, you will also play a key role in building local client success practices, influencing how Addepar serves the Latin American market, and collaborating closely with our global Product, Engineering, and Services teams. This is a hands-on, relationship-driven role requiring financial understanding, strong communication, and a proactive approach to client engagement.

Job Responsibility:

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 and scale client success processes suited to Brazil and Latin America, aligning with Addepar’s global standards while adapting to regional expectations
Ensure compliance with local regulations and data privacy norms, including LGPD (Lei Geral de Proteção de Dados), especially in areas related to financial data handling, client reporting, and cross-border collaboration

Requirements:

3+ years of experience in financial services, fintech, or SaaS, ideally in a client-facing function such as Client Success, Relationship Management, or Implementation
Solid understanding of Brazil’s wealth and asset management ecosystem, including common workflows, market dynamics, and client expectations
Proven track record of building strong client relationships and driving measurable outcomes in adoption, retention, and satisfaction
Excellent communicator, comfortable engaging senior stakeholders and influencing across technical and business audiences
Self-starter with strong organizational skills and the ability to work effectively in a fast-paced, entrepreneurial environment
Analytical thinker with the ability to diagnose client challenges and develop clear, actionable solutions
Familiarity with CVM and Bacen regulations or financial data management standards in Brazil is highly valued
Bachelor’s degree required
studies in Finance, Economics, Business Administration, or Technology are a plus
Fluency in Portuguese and English is required
Willingness to travel across Brazil and, occasionally, within Latin America to support client engagements
Applicants must have legal authorization to work in the country where this role is based on the first day of employment

Nice to have:

Spanish proficiency is an advantage

What we offer:

Reasonable accommodation for individuals with disabilities

Additional Information:

Job Posted:
December 05, 2025

Employment Type:

Fulltime

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Client Success Manager