Head of Strategic Accounts, Addition Wealth
+ Equity
Financial wellness benefits for employees
Job no longer available
Financial wellness benefits for employees
21-100 employees
Job no longer available
+ Equity
21-100 employees
Company mission
To make personalized financial expertise inclusive and accessible to all company employees.
Role
Who you are
- 7+ years of experience in consulting, partnerships, or customer success, preferably in the fintech or SaaS industry
- Strong problem-solving skills with the ability to think critically and creatively
- Excellent communication and presentation skills, with the ability to convey complex ideas clearly and persuasively
- Proven experience managing complex client implementations with multiple stakeholders
- Ability to manage projects on time with a focus on delivering high-quality results
- Experience with customization of software platforms, and/or solutions engineering to meet client-specific requirements is a plus
What the job involves
- We are looking for a highly skilled and motivated individual to lead Strategic Accounts.
- In this role, you will work closely with external clients, to deliver a seamless implementation and onboarding experience and ensure our platform meets their specific needs.
- You will play a critical role in managing the implementation process from start to finish, ensuring that all internal and external stakeholders are aligned and that the project is completed on time and within budget
- Build the implementation playbook for enterprise clients across various industries
- Lead internal and external teams required for successful implementation, ensuring the project stays on track
- Gather requirements and conduct initial assessments to understand client needs and objectives
- Develop and manage a detailed project timeline, coordinating internal and external resources to ensure the project stays on track
- Define and monitor key performance indicators (KPIs) to measure the success of the implementation and provide insights for continuous improvement
Our take
Investing is an excellent way to harvest financial wellness, from simple budgeting and debt management to preparing for retirement or to purchasing a home. However, investment is difficult to navigate without expensive financial advice, and whilst many employers provide their employees with investment opportunities, this is useless without understanding how to do it effectively.
Addition Wealth provides a holistic financial wellness platform for employees, helping businesses to support their staff with successful investing, tax optimization, home purchasing, savings, and other financial wellness opportunities. In addition to providing financial advice for free, the software also includes financial health visualization dashboards, allowing employees to gain a holistic understanding of how to better their financial future.
Building on this foundation, Addition Wealth's new AI-powered platform lets companies tailor financial wellness to their employees' needs. From guidance on students loans, retirement planning, or emergency savings to interactive courses and access to financial professionals, it make support practical and personal. And by combining education, tools, and human advice in one solution, it helps employees make smarter financial decisions while giving businesses a meaningful way to improve overall financial well-being.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (1 round)
Mar 2022
$4.2m
SEED
Total funding: $4.2m
Company benefits
- Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees.
- 401(k) & employer match: As a financial wellness company, we want you to maximize your personal finances. This starts with great retirement plans and a match.
- Work from anywhere: We're remote first with a home base in NY. Work from home 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: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave.
- Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays.
- Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
- Unlimited access to financial pros: Need help on your personal finances or taxes? Our financial professionals are available to you, always.
Company HQ
Flatiron District, New York, NY
Leadership
Ana Mahony
(Founder & CEO)Experience as Vice President of Digital Marketing for Citi from 2013 to 2014. Head of US Cities for Uber Eats from 2014 to 2020.
Salary benchmarks
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