Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.
Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
Advocate for clients, building strong working relationships with cross-functional teams to ensure client success