BP
$69,000 – $107,000
Listed on Blumberg Portfolio’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
Addepar seeks an experienced Client Success Manager to guide their largest and most sophisticated investment clients through their entire relationship with the platform, from implementation through renewal. This role suits someone who thrives on strategic partnerships, cross-functional collaboration, and turning client feedback into product advocacy.
Our summary, not Blumberg Portfolio’s wording. The full posting is on their site.
What they ask for
Required
- 8+ years client-facing experience or 5+ years with MBA
- Deep knowledge of single family offices, multi-family offices, and wealth management firms
- Ability to understand and articulate Addepar's technology and propositions
- Bachelor's Degree or equivalent experience
- Legal authorization to work in the US without visa sponsorship