Enterprise Client Success Manager, Addition Wealth
Insurance
$80-140k
+ Equity
Holistic financial wellness platform for employees
Be an early applicant
Holistic financial wellness platform for employees
1-20 employees
Be an early applicant
$80-140k
+ Equity
1-20 employees
Company mission
Addition Wealth's mission is to make personalized financial expertise inclusive and accessible to all company employees.
Role
Who you are
- If you thrive in relationship management, technical product implementations and prioritization, 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
- You love to understand the technical pieces of the product and can figure out how to
- 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 5+ 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
- Experience in fintech, financial services, wealth management and/or insurance is preferred
What the job involves
- 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 key 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
- This role is also product facing and technical in nature
- This means you’ll be able to help define our product roadmap, own rollouts/implementation and also be responsible for product QA as the business owner for select features
- Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage. You'll play a key role in setting up accounts for success, guiding adoption, and helping our enterprise partners deliver value to their end clients
- 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
- What you'll get:
- Strategic Exposure to Key Enterprise Accounts - Gain front-line experience with our most critical enterprise clients. In this role, you’ll work closely with senior stakeholders, supporting relationship growth, identifying expansion opportunities, and contributing to long-term client success
- Product & Technical Experience - This is not just a customer support or client account management role. You will stretch into product and collaborate closely on product scoping (including owning the business requirements for our newest products), implementation, QA and more
- Cross-functional collaboration - Partner with product, operations, CRM etc to influence roadmap decisions, surface client insights, and deliver a cohesive customer experience
- Flexibility - We believe in flexibility as long as you can deliver on strong outcomes for our clients
- 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 millions of people in the US through access to high quality financial expertise
Our take
Investing is an excellent way to harvest financial wellness, from simple budgeting and debt management to preparing for retirement or to purchase 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.
High-quality financial advice is expensive and inaccessible to most employees, and Addition Wealth has been smart to recognize this and provide a solution, especially with companies battling a worldwide "Great Resignation". By partnering with financial advisors and financial benefit providers, the company drives its clients' revenue by promising to boost the financial wellness of its employees and thus boost productivity through increased career satisfaction.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (1 round)
Mar 2022
$4.2m
SEED
Total funding: $4.2m
Company benefits
- 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
(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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