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. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
As a leader in CS Enablement, you will own Client Success needs and develop and deliver learning opportunities through educational content and coordinated enablement programs. We're looking for someone who is creative, organized, and Client Success-focused with a strong technical proficiency and has a burning passion for best-in-class education. At Addepar, you will be empowered to lead the success of newly hired teammates while crafting and implementing ongoing Client Success education and GTM strategy. Preferred backgrounds include Client Success, Sales Enablement, Customer Education or Instructional Design, or other fields combining learning, content creation to generate guided programs for onboarding, training and Client Success acceleration.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $117,000 - $183,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
Define the business requirements across GTM functions to develop impactful enablement solutions aligned with company objectives
Develop, independently, or together with outsourced vendors, learning content for our global teams to support enablement at scale
Work primarily with Client Success and Account Management while coordinating closely with Marketing, Services, and Support teams to build a high impact Client Success onboarding and continuing education program
Design, build and implement the highest value content and training for Client Success
Review recorded calls from both closed won and closed lost opportunities to ensure accurate material is used and implement training and enforcement to increase win rates
Lead the strategy, content, and training for a new Partner Portal
Drive cross-team collaboration to deploy Showpad for handling content delivery throughout the Client Success life cycle
Review GTM content and ensure accuracy and relevance from a Client Success perspective
Implement new hire and ongoing certifications for new product launches
A minimum 5-7+ years in an L&D, Client Success, or Sales Enablement, or Customer Success organization
Must be self-motivated and keen to build and develop your own career through constant learning
Ability to design and deliver educational programs designed to onboard new customers and drive adoption/usage.
Experience in advising leaders and team members, with experience establishing relationships and the ability to be a strategic partner (vs. just execution).
A strategic problem solver, an architect to design the blueprints that lead to the end result
Recent experience with enablement management platforms and tools preferred
Experience hosting large corporate events or public speaking events is preferred
Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
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. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
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$117,000 – $183,000
Base + Bonus · Other Equity
