[Hiring] Client Success Manager @Addition

Role Description

Addition Wealth is looking for a Client Success Manager to help us grow and scale our business. If you enjoy streamlining and improving on operational processes, managing key client relationships, working with end users to understand key needs and pain points, and driving exceptional business results, we’d love to hear from you. You will succeed if you are customer-focused, scrappy, strategic, data-driven, highly organized, detail-oriented, and willing to dive into challenges of all shapes and sizes.

What you’ll work on:

• Onboarding and Account Management / Customer Success: Managing key customer relationships, you’ll be the key point of contact for many of our employer partners and users.
• Customer Support: You’ll lead our customer support function, hearing valuable feedback from customers and end users.
• Build operational tests and processes for the first time, iterating on existing processes and building new ones.

Qualifications

• A strong executor, with 2+ years of experience who enjoys getting into the weeds, can work independently, build from scratch and get things done.
• A generalist who is smart, flexible, and a fast learner.
• 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.
• An analytical and structured thinker with strong written and verbal communication skills.
• A clear communicator who is not afraid to speak their mind with strong interpersonal skills.

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 - Fully remote and distributed company, with preference for EST or CST hours.
• Endless growth - Opportunities for professional and personal growth as the company scales.
• Mission Driven - Directly improving the financial health of thousands of people in the US.
• Competitive salary - Competitive salaries offered to employees.
• 401(k) & Employer Match - Great retirement savings plans with a match.
• Work from anywhere - Remote first with a home base in NY.
• Health insurance & wellness benefits - Flexible healthcare options, including dental and vision.
• Equity compensation - Employee-friendly equity plan with outsized equity compared to big tech companies.
• Generous parental leave - Paid parental leave recognized as important.
• Unlimited vacation - Sustainable hustle with unlimited vacation days and company holidays.
• Company offsites - Regular team events and offsites to maintain team culture.
• Unlimited access to financial professionals - Financial advice available at all times.

Company Description

At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Our impact has been recognized globally, backed by top fintech VCs including Barclays, Anthemis, and Nyca, and honored with various awards.