Addition Wealth logo
Addition Wealth

Helping employees make smart financial decisions.

Client Success Manager

Client PartnerSalesFull TimeRemoteMid LevelTeam 11-50Since 2021H1B No SponsorCompany SiteLinkedIn

Location

New York

Posted

2 days ago

Salary

$80K - $120K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Client Success Manager

Addition Wealth

• 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

Job Requirements

  • 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

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 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.

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