The Role

We are seeking an experienced Client Success Manager (CSM) to join our growing presence in Brazil. In this role, you’ll be responsible for supporting some of the country’s most sophisticated wealth and asset management clients, helping them derive lasting value from the Addepar platform through engagement, adoption, and growth.

You will serve as a trusted advisor post-sale, guiding clients through onboarding, optimization, and long-term partnership. As one of our first CSMs in the region, you will also play a key role in building local client success practices, influencing how Addepar serves the Latin American market, and collaborating closely with our global Product, Engineering, and Services teams.

This is a hands-on, relationship-driven role requiring financial understanding, strong communication, and a proactive approach to client engagement.

What You’ll Do

• Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals.
• Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth.
• Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights.
• Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support.
• Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams.
• Help design and scale client success processes suited to Brazil and Latin America, aligning with Addepar’s global standards while adapting to regional expectations.
• Ensure compliance with local regulations and data privacy norms, including LGPD (Lei Geral de Proteção de Dados), especially in areas related to financial data handling, client reporting, and cross-border collaboration.

Who You Are

• 3+ years of experience in financial services, fintech, or SaaS, ideally in a client-facing function such as Client Success, Relationship Management, or Implementation.
• Solid understanding of Brazil’s wealth and asset management ecosystem, including common workflows, market dynamics, and client expectations.
• Proven track record of building strong client relationships and driving measurable outcomes in adoption, retention, and satisfaction.
• Excellent communicator, comfortable engaging senior stakeholders and influencing across technical and business audiences.
• Self-starter with strong organizational skills and the ability to work effectively in a fast-paced, entrepreneurial environment.
• Analytical thinker with the ability to diagnose client challenges and develop clear, actionable solutions.
• Familiarity with CVM and Bacen regulations or financial data management standards in Brazil is highly valued.
• Bachelor’s degree required; studies in Finance, Economics, Business Administration, or Technology are a plus.
• Fluency in Portuguese and English is required; Spanish proficiency is an advantage.
• Willingness to travel across Brazil and, occasionally, within Latin America to support client engagements.

Our GTM Team Attributes

Our team brings diverse backgrounds, experiences, and cultures and embodies these qualities:

• Deeply connected to our mission and to each other.
• Passionate about delivering exceptional client experiences.
• Outcome-driven with strong communication skills.
• A consultative, collaborative approach.
• Reputation as a trusted colleague and thought leader.
• High intellectual and technical proficiency.
• Eager to both teach and learn.