Client Success Manager

Summary

Join Addition Wealth as a Client Success Manager to contribute to the growth of a pioneering financial wellness platform. You will play a crucial role in managing key client relationships, providing customer support, and building operational processes. This position requires a strong executor with 2+ years of experience, excellent communication skills, and the ability to thrive in a fast-paced environment. Addition Wealth offers a remote-first work environment, competitive salary, comprehensive benefits, and opportunities for professional growth. You will have a high impact, directly improving the financial health of thousands of people. The company is backed by top fintech VCs and has received global recognition for its innovative approach.

Requirements

• Have 2+ years of experience
• Be a generalist who is smart, flexible, and a fast learner
• Be comfortable working in a fast-paced environment that will require you to manage competing priorities and deadlines, pivot quickly, and build new processes as the company scales
• Be an analytical and structured thinker with strong written and verbal communication skills
• Be a clear communicator who is not afraid to speak their mind with strong interpersonal skills

Responsibilities

• Manage key customer relationships; be the key point of contact for many of our employer partners and users
• Lead the customer support function; hear valuable feedback from customers and end users
• Build operational tests and processes; iterate on existing processes and build new ones

Preferred Qualifications

Ability to work EST or CST hours

Benefits

• Opportunity to partner directly with the Founding Team of an early stage company
• High Impact - Ability to drive real impact and have ownership over your work
• Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want!
• Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale
• Mission Driven - You’ll see the product of your work – directly improving the financial health of thousands of people in the US through access to high quality financial expertise
• Competitive salary
• 401(k) & Employer Match
• Work from anywhere : We're remote first with a home base in NY. WFH or cowork with nearby teammates - it’s up to you
• Health insurance & wellness benefits : Flexible healthcare options, including dental and vision, as well as healthcare FSA account
• Equity compensation : As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies
• Generous parental leave
• Unlimited vacation
• Company offsites
• Unlimited access to financial professionals