Overview 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. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. About the Role 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. 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. We're looking for the following: - 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 you'll work on: - 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. - Travel up to 70% for client visits and events. What you'll get: - 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. - Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want! However, the ability to work EST or CST hours is preferred. - 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 thousands of people in the US through access to high quality financial expertise We also offer great benefits & perks including: - 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 health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. - Work from anywhere: We're remote first with a home base in NY. WFH 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 professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.

The Customer Success Manager (CSM) acts as a trusted partner to Rapid7 customers, helping them maximise the value of their cybersecurity investments. In this role, you will leverage your product expertise and domain knowledge to support customers in achieving their security goals while driving platform adoption and long-term success. About the Team The Customer Success team is responsible for ensuring customers achieve meaningful outcomes with Rapid7 solutions by building strong, trusted relationships and delivering strategic guidance throughout the customer lifecycle. Customer Success operates at the centre of the business, collaborating closely with Sales, Product, Support, and Engineering to advocate for customer needs and deliver a seamless experience. The team plays a critical role in shaping customer strategy, influencing product direction through feedback, and ultimately contributing to revenue growth through renewals and expansion. This is a fast-paced, customer-centric environment where strong communication, accountability, and cross-functional collaboration are key to success. About the Role As a Customer Success Manager, your primary responsibility will be to guide customers in realising the full value of their Rapid7 products to support their cybersecurity objectives. Specifically, your focus will be to: - Build and maintain strong, strategic relationships with key customer stakeholders - Act as the primary point of contact to address inquiries, resolve issues, and drive customer satisfaction - Provide product and domain expertise to ensure customers effectively adopt and optimise Rapid7 solutions - Lead key customer engagements such as status reviews and Executive Business Reviews - Identify and mitigate risks within customer accounts to support retention and renewal - Advocate for customer needs internally to influence product and service improvements The skills and qualities you'll bring include: - 2+ years in Customer Success, Account Management, or Consulting within SaaS or high-tech (cybersecurity preferred) - Strong interpersonal and communication skills, with proficiency in German and English - Takes ownership of customer outcomes, follows through on commitments, and proactively addresses challenges to ensure long-term success - Effectively partners with Sales, Product, Support, and Engineering to deliver a seamless customer experience and resolve issues efficiently - Ability to develop customer strategies and drive product adoption for measurable ROI - Communicates complex ideas simply and effectively to both technical and non-technical stakeholders, building trust and credibility - Solid understanding of technical concepts and security frameworks - Strong project management, prioritisation, and problem-solving abilities - Core Value Embodiment: Embody our core values to foster a culture of excellence that drives meaningful impact and collective success. We know that the best ideas and solutions come from multi-dimensional teams. That's because these teams reflect a variety of backgrounds and professional experiences. If you are excited about this role and feel your experience can make an impact, please don't be shy - apply today. #LI-KB2 About Rapid7 At Rapid7, our vision is to create a secure digital world for our customers, our industry, and our communities. We do this by harnessing our collective expertise and passion to challenge what's possible and drive extraordinary impact. We're building a dynamic and collaborative workplace where new ideas are welcome. Protecting 11,000+ customers against bad actors and threats means we're continuing to push the envelope just like we' ve been doing for the past 20 years. If you 're ready to solve some of the toughest challenges in cybersecurity, we're ready to help you take command of your career. Join us.

Location Designation: Fully Remote Role Overview: The Enroller Manager is a senior individual-contributor role within New York Life Group Benefit Solutions, accountable for the strategic planning, execution, and continuous improvement of enrollment staffing operations. This role leads the end-to-end lifecycle of vendor enrollers (benefit counselors), ensuring enrollment events are staffed with high-quality, credentialed professionals who deliver an exceptional client and participant experience. Operating with a high degree of autonomy, the Enroller Manager serves as a subject matter expert (SME) for enrollment staffing strategy, group benefits enrollment practices, and vendor performance management. The role partners closely with Sales, Service, and Field Leadership to align staffing decisions with business priorities, cost efficiency, and client complexity. What You'll Do: Strategic Staffing & Workforce Planning - Independently forecast enrollment staffing demand across assigned markets, factoring in seasonality, client complexity, geographic considerations, and enrollment modality. - Develop and execute proactive recruitment strategies to maintain a deep, ready bench of experienced enrollers. - Evaluate staffing models and recommend improvements to optimize cost, quality, and coverage. Recruitment, Hiring & Vendor Oversight - Lead end-to-end recruitment, selection, onboarding, and performance management of vendor enrollers. - Apply expert judgment to assess qualifications, licensing, and fit. - Maintain strong professional relationships with experienced enrollers and insurance agents. Enrollment Execution & Account Readiness - Partner with Sales Offices and internal teams to ensure enrollment readiness. - Deliver account-specific training and briefings. - Anticipate and resolve enrollment risks independently. SME Leadership & Cross-Functional Influence - Act as a trusted advisor to Sales and Service teams. - Educate partners on staffing best practices. - Contribute thought leadership to enrollment strategy. Reporting, Compliance & Continuous Improvement - Ensure post-enrollment reconciliation and expense compliance. - Analyze performance trends and recommend improvements. - Lead or support special projects. What You'll Bring: - Minimum 3 years of experience in enrollment staffing or group benefits operations. - Working knowledge of group benefits and enrollment mechanics. - Established insurance agent or enroller network preferred. - Strong decision-making, organizational, and communication skills. - Technology-savvy with demonstrated ability to use tools such as Smartsheet, payroll and timekeeping systems, Adobe applications, and emerging AI-enabled tools to improve operational efficiency, reporting accuracy, and decision-making. Preferred Qualifications - Bachelor's degree or equivalent experience. - Active insurance license or ability to obtain. - Advanced Microsoft Office proficiency. Pay Transparency Salary Range: $63,000 - $70,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93324

Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations. And we don’t stop there: we’re creating the future of financial automation so businesses can spend more time on what matters. Working here means you become part of a vision-driven team that’s ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity—and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or in a remote-eligible role, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks. BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person’s unique skills and experiences. We’d love to hear from you—you might be just what we’re looking for, whether in this role or another. ✨ Let’s give businesses more time for what matters. Make your impact within a rapidly growing Fintech Company Join BILL as a Scaled Customer Success Manager and help small and mid-size businesses modernize how they manage payables, receivables, and spend & expense. In this high-ownership, quota-carrying role, you’ll help manage a shared book of business and be accountable for retention, expansion, and renewals. You’ll guide customers to measurable outcomes through data-driven success plans, executive conversations, and best‑practice enablement that deepens adoption across our platform. You’ll sit within our Post-Sales organization and focus on proactive engagement, customer health, and product adoption at scale. The team monitors health metrics, runs training webinars, uses data to anticipate customer needs, and partners with Sales, Support, Product, and Operations to deliver a seamless customer experience. If you love blending customer success, cross-sales, data-driven decision making and you’re energized by helping small businesses succeed, this role is for you! Responsibilities: - Own and manage a shared book of SMB customers, using data to drive outcomes. - Deliver on revenue and retention goals by reducing churn, driving renewals, and identifying upsell/cross-sell opportunities. - Run training sessions and webinars to ensure customers are properly configured, enabled on best practices, and confident using our products. - Monitor customer health metrics and platform usage, using data and alerts to prioritize outreach, mitigate risk, and uncover expansion opportunities. - Have value-driven conversations with finance and accounting stakeholders (e.g., controllers, accountants, CFOs) to understand their goals and connect them to BILL solutions. - Capture clear notes, next steps, and CTAs in our systems so the broader team can support, follow up, and expand relationships over time. - Develop and maintain deep product expertise across BILL’s solutions, including expense reporting and modern accounting practices, to act as a consultative partner to customers. - Collaborate cross-functionally to resolve issues, remove friction, and deliver a consistent customer experience. We’d love to chat if you have: - Experience in customer-facing, revenue-tied roles such as customer success, account management, inside sales, banking, or finance. - You consistently meet performance targets and quotas by taking a proactive, self-starting approach and maintaining a strong focus on results even in ambiguous situations. - Use data and curiosity to diagnose issues, spot trends, and make thoughtful recommendations that balance customer and business needs - Excel in high-volume environments by maintaining strict discipline in process following, queue management, and organization to ensure effective prioritization and time management. - You are a persuasive and empathetic communicator, skilled at building rapport and resolving conflict across various platforms while effectively presenting to groups in both formal and informal settings (webinars, training, or customer meetings). - Ability to build trust quickly, listen and consult with clients, not just “check the box” on activities. - Basic understanding of financial reports (e.g., Balance Sheet, Income Statement) and how they relate to business health. - Basic familiarity with accounting systems such as QuickBooks, Intacct, NetSuite, or similar tools. Nice to have: - 2+ years in a customer-facing, revenue-responsible role in a SaaS company - Experience in finance/accounting or with AP/AR workflows. - Experience with Gainsight, Salesforce, or similar customer success platform The On Target Earnings (OTE) range for this role is noted below for our office location in San Jose, CA. This role is eligible to participate in BILL’s sales incentive and equity plans. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. San Jose pay range $88,000—$105,600 USD The On Target Earnings (OTE) range for this role is noted below for our office location in Draper, UT. This role is eligible to participate in BILL’s sales incentive and equity plans. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. Draper UT pay range $74,800—$89,800 USD What’s in it for you? Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn’t only experienced by our customers, but by our employees as well. Here is a preview of some of the amazing benefits here at BILL: - 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP) - HSA & FSA accounts - Life Insurance, Long & Short-term disability coverage - Employee Assistance Program (EAP) - 11+ Observed holidays and wellness days and flexible time off - Employee Stock Purchase Program with employee discounts - Wellness & Fitness initiatives - Employee recognition and referral programs - And much more Don’t believe us? Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages. BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture. We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact interviewaccommodations@hq.bill.com. To ensure a fair evaluation, our Candidate Integrity Policy prohibits the use of unapproved external assistance, including generative AI, during live interviews or assessments. Doing so will result in a review and potential disqualification. Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.