Client Success Manager

Addepar is a global technology and data company that helps investment professionals provide the most informed precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio market and client data for over $8 trillion in assets. Addepar’s open platform integrates with more than 100 software data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role We are seeking an experienced Client Success Manager (CSM) to join our growing presence. 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. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do 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. Who You Are 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 Brazils 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; Spanish proficiency is an advantage. Willingness to travel across Brazil and occasionally within Latin America to support client engagements. Our GTM Team Attributes Our team brings diverse backgrounds, experiences and cultures and embodies these qualities: Deeply connected to our mission and to each other. Outcome‑driven with strong communication skills. Reputation as a trusted colleague and thought leader. High intellectual and technical proficiency. Eager to both teach and learn. Our Values Act Like an Owner – Think and operate with intention, purpose and care. Own outcomes. Build Together – Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients – Exceed client expectations. Our client’s success is our success. Drive Innovation – Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning – Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal‑opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote interviews and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to us. Required Experience Manager Key Skills Customer Service, Client Expectations, Client Requirements, Client Support, Action Plans, Issue Resolution, Account Management, Client Relationships, Service Delivery, Client Service, Client Satisfaction, Client Management, Procedures, Service Level Agreements, New Clients Employment Type : Full Time Experience : years Vacancy : 1 #J-18808-Ljbffr