Enterprise Field Client Success Manager, Addition Wealth
$100-150k
Plus equity
More information about location
Financial wellness benefits for employees
Job no longer available
Financial wellness benefits for employees
21-100 employees
Job no longer available
$100-150k
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 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
What the job involves
- At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone
- Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money
- We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference
- 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
- Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage. You'll play a 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
- 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. In this role, you’ll work closely with senior stakeholders, supporting relationship growth, identifying expansion opportunities, and contributing to long-term client success
- Cross-functional collaboration - Partner with product, operations, CRM etc to influence roadmap decisions, surface client insights, and deliver a cohesive customer experience
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.
Share this job
View 6 more jobs at Addition Wealth