At a Glance
- Tasks: Lead client success initiatives and drive engagement for top-tier clients in the financial sector.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on collaboration and client success.
- Why this job: Make a real impact by helping clients maximise their use of innovative financial solutions.
- Qualifications: Fluent in German with experience in client-facing roles in finance or consulting.
The predicted salary is between 56700 - 69300 £ per year.
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.
The Client Success Management (CSM) team at Addepar oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a strategic client advisor, you’ll build a deep understanding of each client’s business — including corporate strategy, business model, services offering, and technology — to help them achieve their goals and fully leverage Addepar’s solutions.
As part of the Enterprise CSM Team, you will manage Addepar’s largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker‑dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and revenue growth — playing a pivotal role in Addepar’s expansion.
In this role, you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations, clearly articulating Addepar’s value proposition and aligning its capabilities with client needs and business objectives. Working cross‑functionally, you will identify opportunities to deepen engagement, expand adoption, and develop and execute data‑driven strategies to help Addepar grow new annual recurring revenue. Additionally, you will facilitate change management, implement best practices, and optimize platform utilization.
Acting as the client’s advocate, you will ensure a superior experience while gathering insights to shape the next generation of client‑focused solutions at Addepar.
What You’ll Do
- Lead Strategic Client Oversight and Planning: Oversee the full client lifecycle — from implementation and go‑live to growth and renewal — ensuring seamless transitions and sustained engagement.
- Build Meaningful Relationships: Forge deep, enduring relationships with clients, connecting with stakeholders at all levels — from C‑suite executives to daily platform users — to drive long‑term success.
- Drive Revenue Growth: Partner with the Account Executive to develop Account Plans and craft targeted strategies for driving expansion and achieving sales and retention goals.
- Deliver Engaging Presentations: Lead impactful presentations and product demonstrations tailored to diverse audiences — from leadership to end‑users — driving broader usage, new assets, and revenue growth.
- Champion Adoption, Education, and Knowledge Sharing: Promote feature adoption, continuously educate clients on software enhancements, and share success stories and best practices to promote client success frameworks.
- Foster Client Alignment: Build strong cross‑functional relationships and represent client needs across Product, R&D, Support, and other teams to ensure consistent, meaningful engagement and successful outcomes.
- Overcome Challenges and Problem‑Solve: Partner with Addepar teams and clients to identify and resolve key functional or workflow obstacles, enabling increased adoption and driving long‑term growth.
- Maintain Industry Expertise: Maintain deep industry knowledge and stay updated on trends and directions.
Who You Are
- Fluent in German and ideally you'll have experience of supporting clients within the DACH market.
- Extensive years of experience in client‑facing roles (i.e. sales, client management, client success) and/or strategy positions within financial or wealth management services firms.
- Proven success in consultant, strategist, sales, and technical account manager roles, driving revenue growth, organizational change and adoption.
- Strong executive presence with exceptional communication and presentation skills.
- Extensive knowledge of front, middle, and back office operations in wealth management firms.
- Strong analytical skills, focusing on introducing discipline, consistency, and structured frameworks to processes and operations.
- Excellent time management and prioritisation skills.
- Highly adaptable, thriving in fast‑paced, dynamic, and rapidly evolving environments.
- A minimum of a bachelor's degree or equivalent professional experience is required.
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care.
- Build Together - Collaborate to unlock the best solutions.
- Champion Our Clients - Exceed client expectations.
- Drive Innovation - Be bold and unconstrained in problem solving.
- Embrace Learning - Engage our community to broaden our perspective.
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.
German Speaking Sr. Client Success Manager - Enterprise employer: Blumberg Capital Company
Nutanix is an exceptional employer that fosters a culture of ethics and integrity, making it an ideal place for compliance professionals to thrive. With a strong emphasis on employee growth, innovative compliance processes, and a collaborative work environment in vibrant locations like London and Hoofddorp, Nutanix offers unique opportunities for meaningful contributions while ensuring a supportive atmosphere for all team members.
StudySmarter Expert Advice🤫
We think this is how you could land German Speaking Sr. Client Success Manager - Enterprise
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Blumberg Capital Company. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Blumberg Capital Company before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace German Speaking Sr. Client Success Manager - Enterprise
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Blumberg Capital Company:Your cover letter is your chance to shine! Tell us why you want to work at Blumberg Capital Company specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Blumberg Capital Company!
How to prepare for a job interview at Blumberg Capital Company
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
