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 a Client Success Manager to help us grow and scale our business. If you enjoy streamlining and improving on operational processes, managing client relationships, working with end users to understand 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. We’re looking for the following: - 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 - Willingness to travel 3-4 times per month What you’ll work on: - Onboarding and Account Management / Customer Success: Managing customer relationships, you’ll be the 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 - Travel 50% or more as needed to meet with clients and attend events. What you’ll get: - Opportunity to partner directly with the Founding Team of an early stage company - High Impact - Ability to drive real impact and have ownership over your work - Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want! However, ability to work EST or CST hours 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 Director (CSD) focuses on the strategy for all the accounts, building client relationships, and working with the operations Director to provide optimal services to the accounts. The CSD will work across Accounts to create and implement client KPI’s, sharing best practices and benchmarking across the enterprise accounts. The CSD develops and oversees Account project plans to ensure that each account is meeting the client’s needs and expanding M&IW services available to the client with a goal of increased revenue and margins. The CSD acts as the liaison and contact with the client procurement & meetings management contacts, for each our enterprise Accounts. What you will do here: Management responsibilities - Effectively managing 2+ Accounts - Project management with a consultative approach - Manage and mentor Customer Success Manager (CSM) who have ultimate responsibility for customer satisfaction. - Identify key Customer Success team personnel for inclusion in industry educational events and other forms of career development - Provide a leadership role and give clear and consistent direction to the Customer Success teams regarding the client’s business needs and how this can be matched with M&IW services - Develop annual business plan template and work with the CSMs and Event Operations managers to create business review for clients. The CSD will attend each of the business reviews for our enterprise accounts to assist in business development and to share Industry trends and benchmarking and to establish relationships with key clients - Audit and review profit/loss on accounts, work with the CSM to address problem areas of the pricing model and to develop in areas of opportunity. - Analyze and advocate for appropriate CSM team structure to support the client’s needs, and the P&L margin - Engage in escalated Issue resolution with the meeting owners and CSM’s, if necessary - Add Input on account RFP process for MSA renewal, or new business area of opportunity - Contribute to ongoing client satisfaction by analyzing data, surveys, and implementing continuous improvement processes - Work with the M&IW Business Intelligence (BI) team to define benchmarking across clients and to ensure that our clients have accessibility to their account data - Tech Strategy – keep current in meeting technology & introduce technology to match client’s needs - Represent M&IW at applicable company and industry events - Client Advisory Board (CAB) – Design and actively participate in the content and presentation at the CAB as scheduled - Client Connect (CC) – CSD should work with clients to encourage their attendance and participation in GS panels – SD will act as a key contact during the Client Connect - Develop and/update account forms and processes to meet or exceed client expectations - Issue resolution with the meeting owners and escalation from the CSMs and CSLs - Lead annual and quarterly client reviews adhering to account KPIs and SLAs - Proactively lead the RFP process for MSA Renewal - Ensure ongoing client satisfaction by analyzing data, surveys, and implementing continues improvement processes Business development responsibilities - Create and sell joint venture opportunities - Sell into new divisions and departments of dedicated accounts - Upsell additional M&IW service opportunities of assigned accounts - Network with decision-makers and management as appropriate - Establish, develop, and maintain strong and ethical customer relationships - Gain knowledge of competitors’ strengths and weaknesses - Assist business development/association/incentive with sales leads when applicable, sales strategy, pricing, RFP development, presentations, and closing business opportunities inside and outside of assigned account - Identify opportunities for new or expanded service offerings (including opportunities for M&IW strategic partners) - Develop and maintain strong and highly ethical customer relationships What we expect: Details of these areas are shared during interviews and monthly reviews: - Cultural Excellence - Role Level Function - Emotional Intelligence What you will bring: - Minimum 10 of experience in professional services and meeting industry - College degree or equivalent industry experience - Proven excellent oral and written communication skills in both internal and client facing environments - Multi-lingual experience is optional - Ability to travel both domestically and internationally when required for account purposes - Knowledge of virtual and hybrid event options - Demonstrated track record of successfully managing multiple projects simultaneously - Ability to deliver creative outputs in a constricted timeline while maximizing available resources What we provide: - Competitive salary - Health, Dental, Vision and Life Insurance options - 401K plan - Paid holidays - Accrued personal time off for vacation and sick leave - Laptop, additional monitor, and mobile phone - Global Giveback program for volunteer service - Remote Office / Work from home, or option to work in our corporate headquarters located near Milwaukee Who we are: M&IW is a global event management firm specializing in virtual, hybrid, and in-person experiences of all shapes and sizes as well as consulting and enterprise strategies. As an entrepreneurial organization, we place customers at the center of everything we do and prioritize their needs through our core values of quality, agility, flexibility, and innovation. M&IW is a third generation, privately held, certified Women's Business Enterprise (WBE) in business for more than 50 years. Headquartered in Wisconsin, USA, and supported by a remote workforce across the US and in the UK, China, and Brazil. M&IW provides a portfolio of management services for meetings, events, incentives, conferences, and tradeshows. Those services include Event Management and Design, Event Sourcing, Attendee Registration and Reporting, Event Technology and Production, Creative Services, Event Marketing and Communications, Gifting and Engagement Strategies, Incentive and Recognition Solutions, Group Air Travel, On-Site Execution and Staffing, and Event Analytics. Our consulting and enterprise services include Technology Implementation and Administration, Meeting Policy, Process and Optimization, Third-party Governance, Executive Dashboards and Analytics, and Sustainability Best Practices and Tracking. GLOBAL HEADQUARTERS: 10520 7 Mile Road, P.O. Box 65, Caledonia, WI 53108 | Phone +1 262-835-3553 www.meetings-incentives.com M&IW associates are located throughout the US, UK, Latin America and Asia Pacific Regions

WHO WE ARE Come join the company reinventing data security, empowering businesses to realize the full potential of their data. As the leading data security platform purpose-built for the cloud era, Cyera’s mission is to reinvent how businesses secure data, enable agile collaboration, and boldly pursue new business opportunities. Trusted by security teams at leading global businesses, our team is proving that data security is the next big thing in cyber. Backed by the world’s leading investors and working with a large and growing list of Fortune 1000 companies, we are looking for world-class talent to join us as we usher in the new era of data security. THE OPPORTUNITY We are searching for a highly skilled Customer Success Engineer to play a key role in optimizing our customers' utilization and return on investment in Cyera. This position offers an exciting chance to join a thriving organization and contribute to the forefront of data security, making a significant impact on the protection of data for numerous global enterprises. As part of this role, you can expect to travel between 25-50% annually, enabling you to engage directly with clients and enhance their overall experience. RESPONSIBILITIES: As a Customer Success Engineer, you will play a crucial role in ensuring customer satisfaction and success by: - Serving as the primary technical expert on the Cyera Platform, demonstrating in-depth knowledge and expertise. - Establishing yourself as a trusted advisor to customers at all levels, from practitioners to executives. - Driving customer adoption through effective onboarding and training processes. - Gaining a deep understanding of customers' requirements, challenges, and desired business outcomes, and then designing and delivering customized use cases that align with their goals using a consultative approach. - Proactively ensuring that customers are realizing the full value of their investment and maximizing their return on investment by consistently driving sustained adoption of Cyera's platform. You will act as the leader for ongoing engagement and expansion, helping customers achieve their business and technology objectives. - Proactively identifying and resolving any obstacles or blockers that may impede customer success, collaborating with peers to address them promptly. - Advocating for the customer's voice and feedback, actively influencing Cyera's roadmap and product development. - Utilizing self-paced training resources to support customer education and promote knowledge growth throughout their journey. - Troubleshooting and resolving technical issues impacting customers, ensuring smooth operation and seamless experiences. - Monitoring and reporting on the overall well-being of customers, tracking key health and usage indicators. - Collaborating with customers to develop joint success plans. - Documenting and sharing best practices both internally and externally to foster knowledge sharing and continuous improvement. - Mentoring other team members, sharing your expertise and assisting in their professional development. - Participating in the interview process to help identify and onboard talented individuals to the team. - Conducting Quarterly Business Reviews with customers, evaluating progress, and identifying areas for further improvement and collaboration. Requirements REQUIRED QUALIFICATIONS: - Associates degree or equivalent experience required. Bachelor’s degree in Computer Science or similar experience a plus - 12 years experience in Strong project management skills, enabling you to effectively plan, organize, and execute multiple projects simultaneously while maintaining a strong attention to detail - A self-starter who thrives in an ambiguous, fast-paced, and deadline-oriented startup environment. - A results-oriented mindset, with a proven track record of driving revenue growth, ensuring customer satisfaction, promoting feature adoption, and maximizing customer retention. - Prior experience collaborating with Development teams. - Proficiency in SQL, scripting languages (e.g., Python or equivalent), and hands-on experience with cloud environments. - 3+ years of hands-on experience with data technologies and cloud technologies, including databases, cloud infrastructure and basic administration (e.g., cloud networking, data and compute assets, IAM and permissions, etc,) - Experience with programming or scripting languages and familiarity with APIs and web services - Demonstrated expertise in DLP (Data Loss Prevention), Data Privacy/Protection, DSPM/CSPM (Cloud Security Posture Management), SIEM (Security Information and Event Management), or vulnerability management with hands-on experience preferred. - Prior experience working in a software company in a technical customer-facing role is essential. - Demonstrated track record of owning customer relationships, including onboarding, renewal, and expansion. - A self-motivated, proactive, and innovative team player who consistently strives to inspire customer loyalty. - Excellent interpersonal and customer relations skills, particularly when it comes to building and nurturing strategic relationships. - A clear and concise verbal and written communicator, capable of conveying complex information effectively. - Proficiency in leading both executive meetings and technical workshops, demonstrating confidence and expertise. - Ability to work autonomously, tackling even the most intricate challenges, and successfully completing tasks that may lack comprehensive documentation. They will actively participate in projects aligned with their current skill set, seeking assistance primarily for more complex initiatives or issues.  COMPENSATION INFORMATION: Compensation Range: $220,000-$240,000. The range represents total compensation, and may include company bonus, incentive for sales roles, equity or benefits, as applicable. This compensation range represents Cyera’s good faith and reasonable estimate of the range of possible compensation for this role at the time of posting, and Cyera may ultimately pay more or less than the posted range. The final salary for this position will be determined in Cyera’s sole discretion, consistent with applicable law, and based on a variety of factors, including but not limited to the employee’s work experience, skills, and qualifications for the role, as well as the needs of Cyera’s business and other operational considerations. Final compensation will vary based on seniority and relevance of experience, location, and position requirements. This role may be eligible for potential merit increases based on factors such as individual or company performance, time in role, and other discretionary factors.  BENEFITS - Why Cyera? - This position has a range between $220K to $240K OTE. Base salary will be based on your skills, qualifications, experience, and location. - Ability to work remotely, with office setup reimbursement - Unlimited PTO - Paid holidays and sick time - Health, vision, and dental insurance - Life, short and long-term disability insurance Please apply if your experience is close but doesn’t fulfill all requirements. Cyera is building a particular company, and we’re hiring Cyerans with different backgrounds, perspectives, and experiences. Location Requirements null

• Act as a consultant on a variety of customers, delivering ad-hoc services tailored around their needs • Scope, shape and present technical workshops to drive Algolia’s adoption • Advise Algolia’s customers on the best technical and industry practices around search implementation and optimization • Work closely with your account’s Customer Success Manager to ensure the customer’s long term health through a world-class support experience • Work across the organisation and escalate as necessary for confirmation of solutions or other options • Partner with Product Teams and Engineering to develop subject matter expertise and serve as a product expert to your customers • Develop, maintain and present comprehensive case status reports to customers on a regularly scheduled meeting • Proactively identify and work with the customer to resolve technical risks and bottlenecks • Provide guidance on how to optimise the use of their environment