Sr. Client Success Manager
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide 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 team in Dubai. In this role, you will support key wealth and asset management clients across the Middle East. You will work closely with clients post-sale to ensure they derive lasting value from the Addepar platform, leading to strong adoption, retention, and long-term client success.
You will serve as a trusted advisor to our clients, guiding them through onboarding, optimization, and ongoing engagement. As one of our early CSMs in the region, you will also play a pivotal role in shaping local client success practices, building cross-functional relationships, and helping influence the future of Addepar’s EMEA service model.
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 scalable client success processes for the Dubai and broader EMEA market, supporting our growing regional footprint.
Who You Are
- Ideally 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.
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.
- Passionate about delivering exceptional client experiences.
- Outcome-driven with strong communication skills.
- A consultative, collaborative approach.
- 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 clients’ 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 ta-operations@addepar.com.