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Sr. Client Success Manager (Remote - US) at Jobgether. This position is posted by Jobgether on behalf of Addepar. We are currently looking for a Sr. Client Success Manager – Strategic in the United States.. In this senior-level role, you'll be the strategic advisor for a portfolio of high-value, complex clients in the wealth and investment management sector. You'll guide them through the post-sales lifecycle, ensuring adoption, satisfaction, and long-term success with a powerful financial technology platform. Working cross-functionally with sales, product, and services teams, you’ll become a trusted partner, helping clients align technology with their business outcomes. If you thrive in high-impact client-facing roles and enjoy solving sophisticated problems for industry leaders, this is your opportunity to make a direct impact.. . Accountabilities:. . Lead the full post-sale client journey from onboarding to optimization, growth, and renewal, ensuring seamless transitions and strategic alignment.. . Serve as the trusted advisor to key clients, deeply understanding their business models, challenges, and strategic goals to tailor platform adoption.. . Partner with Account Managers to deliver impactful quarterly business reviews and provide insights on usage, product alignment, and roadmaps.. . Act as the voice of the client internally, collaborating with product, support, finance, and marketing to influence roadmap and drive solutions.. . Maintain high client satisfaction by proactively identifying needs, prescribing platform solutions, and facilitating ongoing engagement.. . Support cross-functional collaboration and leadership across internal stakeholders to ensure client success and account retention.. . Help build a culture of excellence through mentorship, knowledge-sharing, and supporting the goals of the broader Client Success team.. . . 10+ years of experience in client success, account management, or a related role (or 5+ years with an MBA), ideally serving strategic or enterprise clients.. . Demonstrated success in managing long-term client relationships in SaaS, fintech, or wealth management environments.. . Deep knowledge of client lifecycle strategies, change management, and business operations within financial or investment services.. . Excellent communication, organizational, and problem-solving skills, with strong client-facing presence at the executive level.. . Data-driven mindset with a passion for metrics, performance insights, and continuous improvement.. . Proven ability to collaborate cross-functionally and influence stakeholders across departments.. . Bachelor’s degree or equivalent experience required.. . Company Location: United States.