Sr. Client Success Manager
3 days ago
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 scalable client success processes for the Dubai and broader EMEA market, supporting our growing regional footprint.
Desired Candidate ProfileIdeally you'll have 7+ years of experience in financial services, fintech, or SaaS, preferably in a client-facing role such as Client Success, Relationship Management, or Implementation.
Strong understanding of the investment and wealth management landscape in the Middle East, including client workflows, regional nuances, and operating norms.
Proven ability to build and deepen client relationships, with a history of driving strong adoption, advocacy, and satisfaction metrics.
Confident communicator with the ability to engage senior stakeholders and influence across client and internal teams.
Comfortable working independently and navigating ambiguity in a fast-paced, entrepreneurial environment.
Analytical mindset with the ability to distill complex problems into clear action plans.
Ideally you'll have a Bachelor's degree; a background in finance, economics, or a technical discipline is a plus.
Willingness to travel within the region as client needs dictate.
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