Customer Success Manager, Addition Wealth
$90-120k
Plus equity
More information about location
Financial wellness benefits for employees
Open for applications
Financial wellness benefits for employees
21-100 employees
Open for applications
$90-120k
Plus equity
More information about location
21-100 employees
Company mission
To make personalized financial expertise inclusive and accessible.
Role
Who you are
- If you enjoy managing key client relationships, streamlining and improving on operational processes, 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
- You have 4+ 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
- At least 2+ years prior experience or domain expertise in the fintech, financial services, technology, benefits, or HR tech spaces
- 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
- Open to 30% travel to client sites
- Ideally based in the Eastern or Central U.S. time zones
- Nice to have: Previous tenure at an early-stage/startup company
What the job involves
- Addition Wealth is looking for a Client Success Manager to help us grow and scale our benefits business
- Customer Success & Onboarding: Managing key customer relationships, you’ll be the key point of contact for many of our employer partners and users
- Customer Support: You’ll interact directly with end users. This means you'll be at the heart of it all - hearing valuable feedback from customers and end users
- Build operational tests and processes for the first time. We are still early - this means you will be iterating on existing processes and building new one
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)Prior to founding Addition Wealth in 2021, Ana spent 6 years at Uber as the Head of US Cities for Uber Eats.
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