Enterprise Field Client Success Manager

Vaga não está no LinkedIn

🕒 Abril 4

🗽 New York – Remoto

🗽 New York – Remote

💵 $100.000 - $150.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🏆 Sucesso do 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

• 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. **

🎯 Requisitos

• 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.

🏖️ 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.