Client Success Manager, Addition Wealth
+ equity
More information about location
Holistic financial wellness platform for employees
Be an early applicant
Holistic financial wellness platform for employees
1-20 employees
Be an early applicant
+ equity
More information about location
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 enjoy streamlining and improving on operational processes, managing key client relationships, 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
- A strong executor, with 2+ years of experience who enjoys getting into the weeds, can work independently, build from scratch and get things done
- 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
What the job involves
- Addition Wealth is looking for a Client Success Manager to help us grow and scale our business
- Onboarding and Account Management / Customer Success: Managing key customer relationships, you’ll be the key point of contact for many of our employer partners and users
- Customer Support: You’ll lead our customer support function. 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 ones
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
Insights
Few candidates hear
back within 2 weeks
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 values
- Trust - We provide accurate, unbiased insights to give the most accurate information to employees
- Inclusive and accessible - We help everyone with their personal finances regardless of their net worth or financial knowledge
- Personalized - No two people’s financial situation are the same, and we don’t take a one-size-fits-all approach
- Transparent - We provide clear and actionable insights while making personal finance easier to understand
Company HQ
Flatiron District, New York, NY
Articles
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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