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About the Role

Addition Wealth is seeking a Client Success Manager to support business growth and scaling. This role involves streamlining operational processes, managing client relationships, understanding user needs, and driving business results. The ideal candidate is customer-focused, resourceful, strategic, data-driven, organized, detail-oriented, and proactive in tackling challenges.

Responsibilities

• Manage key customer relationships and serve as the primary point of contact for employer partners and users.
• Lead the customer support function, gathering valuable feedback from customers and end users.
• Build and iterate on operational processes for an early-stage company.

Requirements

• 2+ years of experience with a proven ability to execute independently, build from scratch, and achieve results.
• Smart, flexible, and a fast learner with a generalist mindset.
• Ability to thrive in a fast-paced environment, manage competing priorities, pivot quickly, and develop new processes.
• Analytical and structured thinker with strong written and verbal communication skills.
• Clear communicator with strong interpersonal skills, unafraid to voice opinions.

Skills

• Client Relationship Management
• Customer Support
• Operational Process Improvement
• Data Analysis
• Communication
• Interpersonal Skills

Location

• Remote
• New York

Work Type

• Remote
• Full-time

Experience Level

• 2+ years

Salary/Compensations

• $80,000 - $120,000 a year

Benefits

• Opportunity to partner directly with the Founding Team.
• High Impact role with ownership.
• Flexibility to work from anywhere (EST or CST hours preferred).
• Professional and personal growth opportunities.
• Mission-driven work improving financial health.
• Competitive salary.
• 401(k) & Employer Match.
• Work from anywhere.
• Flexible healthcare options, including dental and vision, and healthcare FSA.
• Equity compensation.
• Generous parental leave.
• Unlimited vacation days.
• Company offsites and team events.
• Unlimited access to financial professionals.

About the Company

• Addition Wealth is redefining financial health by making personalized financial expertise inclusive and accessible.
• Utilizes innovative technology and partnerships to empower individuals with digital tools, a knowledge center, and access to financial professionals.
• Aims to reduce stress, improve productivity, and transform how people manage their money.
• Pioneering a revolution in financial decision-making through technology.
• Backed by top fintech VCs including Barclays, Anthemis, and Nyca.
• Recognized as one of Business Insider’s 54 Promising Fintech Companies to Watch.
• Awarded UBS’ Female Founder Award 2023.
• Selected as a World Economic Forum Top Innovator.
• Featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications.