Client Success Manager

Vaga não está no LinkedIn

🕒 Julho 8

🗽 New York – Remoto

🗽 New York – Remote

💵 $80.000 - $120.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🤝 Parceiro de Cliente

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Addition Wealth

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💼 Consultoria

🏥 Saúde

💸 Finanças

💰 $4.200.000 Seed Round em 2022-02

Consulting • Healthcare • Finance

A Addition Wealth é uma plataforma de bem-estar financeiro que oferece expertise financeira inclusiva e acessível para indivíduos. Empregadores confiam na empresa para capacitar seus colaboradores a tomar decisões financeiras informadas por meio de soluções personalizadas. Suas plataformas oferecem suporte em: • orçamento • poupança • benefícios corporativos • quitação de dívidas • planejamento de aposentadoria • suporte tributário • compra de imóveis • poupança para educação • compensação em equity Com uma abordagem tech-forward, a Addition Wealth disponibiliza ferramentas digitais que fornecem análises de cenários e de planejamento, permitindo que os colaboradores tomem medidas práticas rumo à saúde financeira. Os colaboradores têm acesso gratuito e ilimitado a assessores financeiros certificados para discutir qualquer tema financeiro, garantindo suporte abrangente para uma ampla gama de necessidades.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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.