Senior Client Success Manager – Enterprise

Addepar

. Oversee the full client lifecycle from implementation and go-live through growth and renewal .

Posted 11/2/2026full-timeRemote • SingaporeSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in client engagement and strategy within financial services, with a strong focus on driving revenue growth and managing complex relationships. Capable of translating business needs into effective technical solutions while maintaining deep industry knowledge and exceptional communication skills.

Highest-signal resume keywords

Client Lifecycle ManagementRevenue Growth StrategyStakeholder EngagementAnalytical SkillsPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client EngagementBusiness Needs AnalysisTechnical Solutions DevelopmentProject ManagementKPI Design and ExecutionCross-Selling StrategiesEnterprise Project LeadershipWorkflow OptimizationAdoption and Retention StrategiesOperational Analysis

Soft Skills

Exceptional CommunicationStrong Executive PresenceTime ManagementAdaptabilityCollaboration

Certifications & Qualifications

Bachelor's Degree or Equivalent Professional Experience

Industry Keywords

Wealth ManagementFinancial ServicesC-Suite EngagementFront Office OperationsMiddle Office OperationsBack Office OperationsConsultingOrganizational ChangeClient RetentionTechnical Products

About the role

Key responsibilities & impact

Oversee the full client lifecycle from implementation and go-live through growth and renewal
Understand client goals, business needs, and challenges to drive adoption, retention, and growth
Design and execute engagement plans with objectives, timelines, and KPIs
Analyze client operations and deliver tailored solutions and services
Build relationships with stakeholders from C-suite executives to daily platform users
Partner with Account Executives on account plans and expansion strategies
Report progress weekly to support forecasting
Identify cross-selling, new project scoping, and services expansion opportunities
Lead client presentations and product demonstrations
Promote feature adoption and educate clients on software enhancements
Represent client needs across Product, R&D, Support, and other teams
Identify and resolve functional or workflow obstacles
Maintain deep industry knowledge and stay current on trends

Requirements

What you’ll need

Extensive experience in client-facing roles and/or strategy positions within financial or wealth management services firms, large enterprises, or consulting firms
Proven success in consultant, strategist, sales, or technical account manager roles
Experience driving revenue growth, organizational change, adoption, and resolving complex client situations
Experience translating business needs into impactful technical solutions
Track record leading large, sophisticated enterprise projects and managing complex relationships
Experience developing strategies for deep engagement at scale
Exposure to technical products preferred
Strong executive presence and exceptional communication and presentation skills
Ability to engage C-level executives, decision-makers, and key influencers
Extensive knowledge of front, middle, and back office operations in wealth management firms
Strong analytical skills
Excellent time management and prioritization skills
Ability to collaborate across teams and independently navigate data and people to find solutions
Highly adaptable in fast-paced, dynamic, and rapidly evolving environments
Willingness to travel occasionally
A minimum of a bachelor's degree or equivalent professional experience is required
Valid authorization to work in Singapore
Visa sponsorship is not available

Benefits

Comp & perks

Equal opportunity employer
Reasonable accommodation for individuals with disabilities
Occasional travel opportunity