Max Stahlberg
Edinburgh
Summary
Client Success Manager with experience across both implementation and post-go-live client management for institutional and wealth management clients across EMEA. Proven track record delivering complex platform implementations, managing senior stakeholder relationships, and driving platform adoption and long-term client value. Combines technical platform expertise with strong commercial awareness and relationship management.
Experienced in bridging technical and business teams, with a strong understanding of data models, investment reporting, and operational workflows. Seeking to leverage hands-on platform expertise in an internal role focused on system ownership, optimisation, and strategic integration.
Overview
3
3
years of professional experience
Work history
Client Success Manager
Addepar
Edinburgh
2025.07 - Current
- Manage a portfolio of strategic clients (~$7M ARR), including the firm’s key European, Middle-eastern, and African accounts.
- Act as a trusted advisor to senior stakeholders, aligning platform capabilities with business needs and optimising data maintenance, reporting, and workflows
- Drive retention and expansion through strategic initiatives, tailored engagement strategies, and increased platform adoption
- Collaborate cross-functionally to resolve complex issues.
- Identify opportunities and contribute to multiple strategic client wins within first year
Solutions Consultant (Implementation Team)
Addepar
Edinburgh
2024.06 - 2025.07
- Delivered end-to-end implementations across geographies and client segments, including data onboarding, creative solutions, and team training
- Translated business requirements into scalable platform solutions and built workflows across multiple platform Modules
- Trained client teams and supported post-go-live adoption and platform usage
- Acted as a bridge between technical teams and business users throughout the implementation lifecycle
Head of Business Development
Ansearch
2023.01 - 2023.07
- Led early-stage B2B growth strategy within a 5-person startup
- Identified target customer segments and built initial client pipeline
- Established partnerships and supported pre-launch client onboarding processes
Education
Edinburgh Napier University - Business Management with Entrepreneurship
Bachelor of Arts
Skills
- Addepar Implementation & Configuration
- Data Migration & Portfolio Modelling
- Investment & Performance Reporting
- Stakeholder Management (Front-to-Back Office)
- Process Optimisation
- Cross-functional Collaboration
Additional Experience
- Disciplined Entrepreneurship - Accelerator Program, Bright Red Triangle (2023–2024)
- Startup Consultation Project - Edinburgh Napier University & Challenges Group (2022–2023)
- Finnish Defence Forces - Situation Analyst, EOD Company (2019)
- Football Management - Head Coach, Union Plaani (2015-2018)
Timeline
Client Success Manager
Addepar
2025.07 - Current
Solutions Consultant (Implementation Team)
Addepar
2024.06 - 2025.07
Head of Business Development
Ansearch
2023.01 - 2023.07
Edinburgh Napier University - Business Management with Entrepreneurship
Bachelor of Arts