Enterprise Client Success Manager - Remote

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.

In Short

• Join Addition Wealth as an Enterprise Client Success Manager.
• Support enterprise accounts and nurture client relationships.
• Focus on adoption and enhancing client experiences.
• Use data and insights to drive account growth.
• Collaborate with cross-functional teams to improve processes.
• Opportunity to work directly with the Founding Team.
• Flexible remote working environment.
• Competitive salary and benefits offered.
• Unlimited vacation policy for work-life balance.
• Access to financial professionals for personal finance advice.

Requirements

• 3+ years of experience in client-facing roles.
• Strong relationship management skills.
• Ability to use data for strategic decision-making.
• Detail-oriented and client-obsessed mindset.
• Excellent communication and interpersonal skills.
• Experience in account management or customer success.
• Proven track record of driving results.
• Hands-on approach to problem-solving.
• Ability to adapt strategies based on client goals.
• Experience in consulting or business operations is a plus.

Benefits

• Competitive salary with equity compensation.
• 401(k) plan with employer match.
• Flexible healthcare options including dental and vision.
• Generous parental leave policy.
• Unlimited vacation days.
• Regular team events and offsites.
• Professional and personal growth opportunities.
• Work from anywhere with a remote-first approach.
• Direct access to financial professionals for advice.
• Opportunity to influence company direction and client success.