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The Client Engagement & Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CESM 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 helping them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CESM 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.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $67,000 - $105,000 (base salary) bonus equity benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only and do not include bonuses, equity, or benefits.
Full Time
IT Outsourcing & Consulting
$120k-169k (estimate)
03/15/2024
05/14/2024
addepar.com
MOUNTAIN VIEW, CA
3,000 - 7,500
2009
Private
CHEN CHRISTOPHER
$10M - $50M
IT Outsourcing & Consulting
Addepar is a California-based wealth management platform that offers data aggregation, analytics, reporting, and related solutions for investment advisors.