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As a Client Success Manager at Addepar, you will focus on the post-sales lifecycle, ensuring clients derive maximum value from the platform. Responsibilities include developing success plans, providing client support during implementation, and advocating for clients while identifying new revenue opportunities in collaboration with cross-functional teams.

The Account Executive will develop strategic sales plans, manage lead qualification, and generate relationships within named accounts in the finance industry. They will be responsible for achieving sales quotas and may require travel for client engagement.

As a Strategic Account Executive, you will manage consultative sales cycles with large RIAs and Family Offices, develop engagement strategies, and lead efforts for client contract achievement. You will work collaboratively with various internal teams to enhance client experiences and deliver innovative solutions in the Wealth Management Sector.