[Hiring] Enterprise Field CSM (Client Success Manager) @Addition

Role Description

Addition Wealth is looking for an Enterprise Client Success Manager to nurture and grow relationships within our most important enterprise accounts. You’ll be a partner to our clients — supporting adoption across end users, ensuring a smooth, high-impact experience throughout the client journey, and building trust with stakeholders to drive long-term growth.

If you thrive on relationship management, love improving operational processes, and enjoy solving complex client needs with a strategic and hands-on approach, we’d love to hear from you. You’ll succeed in this role if you’re client-obsessed, detail-oriented, data-savvy, and excited to help shape how we scale our Enterprise business.

• A strong executor who enjoys getting into the weeds, can work independently, build from scratch and get things done.
• You take the time to understand each client’s unique goals and long-term objectives, and adapt your approach to help them succeed — leading to stronger relationships and measurable outcomes.
• You’re a hands-on partner in the day-to-day — solving problems, fielding feedback, and ensuring our product fits seamlessly into client workflows.
• A clear communicator with strong interpersonal instincts — unafraid to speak your mind and build trust across both internal and external stakeholders.
• You have a track record of using data and strategic thinking to drive results in client-facing roles like account management, customer success, consulting, or business operations.
• You have 3+ years of experience in client-facing roles such as account management, customer success, consulting, or business operations — with a strong track record of using data and strategic thinking to drive results.

Requirements

• Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage.
• Act as a trusted day-to-day contact, helping clients navigate questions, share feedback, and get the most out of the product.
• Use data and insights to spot trends, identify opportunities, and support account growth strategies.
• Join client conversations to reinforce value, align on priorities, and help drive progress across key initiatives.
• Contribute to the evolution of our internal tools and processes, helping lay the groundwork for scalable enterprise account management.
• Travel up to 70% for client visits and events.

Benefits

• Opportunity to partner directly with the Founding Team of an early stage company.
• Strategic Exposure to Enterprise Accounts - Gain front-line experience with our most critical enterprise clients.
• Cross-functional collaboration - Partner with product, operations, CRM etc to influence roadmap decisions, surface client insights, and deliver a cohesive customer experience.
• Flexibility - We are a fully remote and distributed company.
• Endless growth - We care about your professional and personal growth.
• Mission Driven - You’ll see the product of your work – directly improving the financial health of thousands of people in the US.
• Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees.
• 401(k) & Employer Match: Great retirement savings plans and a match to help you meet your goals.
• Work from anywhere: We're 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.
• Generous parental leave: Paid parental leave.
• Unlimited vacation: Unlimited vacation days with plenty of company holidays.
• Company offsites: Regular team events and offsites.
• Unlimited access to financial professionals: Financial Pros are available to you, always.

Salary

$100,000 - $150,000 a year. Salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target salaries for the position across all US locations.