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The Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures 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.
The CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.
This role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric 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 bonus, equity, or benefits.
Full Time
IT Outsourcing & Consulting
$92k-124k (estimate)
03/03/2024
05/02/2024
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.
The following is the career advancement route for Client Success Manager positions, which can be used as a reference in future career path planning. As a Client Success Manager, it can be promoted into senior positions as a Customer Success Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Success Manager. You can explore the career advancement for a Client Success Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Success Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Success Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Success Manager job description and responsibilities
Customer Success Managers are responsible for creating loyal customers who come back again and again.
02/14/2022: Twin Falls, ID
Build meaningful relationships with each client to truly understand their challenges, and create custom solutions to meet their unique needs.
02/23/2022: Bradenton, FL
Provides on-boarding training, support, and compliance expertise to ensure assigned clients understand and comply with applicable standards and laws for mobile marketing / engagement.
02/18/2022: Vincennes, IN
Manage the renewal process, develop long-term relationships with customers and operate as a client advocate.
03/04/2022: Saint Paul, MN
Provide updates & training to existing clients on any new features that are rolled out.
01/06/2022: Shreveport, LA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Success Manager jobs
A Customer Success Manager seeks to develop a positive customer experience and fosters relationships and support brand loyalty.
03/04/2022: Port Arthur, TX
Customer success managers should keep a track of the customer’s product expiration dates and take follow-ups to renew their contracts.
02/01/2022: San Bernardino, CA
The CSM may work with clients to understand their desired outcomes from their Thrive services and sets personalized benchmarks for success.
02/25/2022: Orlando, FL
The Client Success Manager must seeks to develop a positive customer experience, fosters relationships and support brand loyalty.
01/03/2022: Schenectady, NY
Must understand client needs and offer solutions and support.
01/03/2022: Albany, NY
Step 3: View the best colleges and universities for Client Success Manager.