German Speaking Sr. Client Success Manager – Enterprise

Overview

As an Enterprise Client Success Manager at Addepar, you’ll oversee the post-sale lifecycle for our largest and most sophisticated clients, aligning their goals with Addepar’s data and AI platform. You’ll shape adoption, retention, and revenue growth through strategic guidance, cross-functional collaboration, and tailored engagements. You’ll present and demonstrate value to executives and frontline users, driving expansion and long-term partnerships. This role combines strategic advisory with hands-on change management in a fast-paced, global fintech environment.

Responsibilities

• Oversee the full client lifecycle from implementation to renewal, ensuring smooth transitions and ongoing engagement
• Build deep relationships with stakeholders across levels, including C-suite and end users
• Collaborate with Account Executives to create plans for expansion and retention, and support forecasts with regular updates
• Lead engaging presentations and product demos tailored to diverse audiences to drive adoption and revenue
• Foster adoption, education, and sharing best practices to support client success frameworks
• Align client needs with Product, R&D, Support and other teams to ensure meaningful engagement and outcomes
• Identify and resolve operational or workflow obstacles to boost adoption and growth
• Maintain up-to-date industry knowledge and apply trends to client strategy

Key requirements

• Extensive experience in client-facing roles in financial or wealth management sectors or related large enterprises
• Proven success in consultant, strategist, sales, or technical account management roles
• Track record of leading large enterprise projects and managing complex relationships
• Strong executive presence and communication skills with C-level stakeholders
• Knowledge of front-, middle-, and back-office operations in wealth management
• Excellent analytical, time management, and prioritisation abilities
• Willingness to travel occasionally
• Bachelor’s degree or equivalent professional experience
• Fluency in German; experience supporting DACH market preferred

• Cross-functional collaboration
• Exceptional communication and presentation skills
• Relationship building at all organizational levels
• Technical account management
• Data-driven strategy development
• Experience translating business needs into technical solutions

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