Enterprise Field Client Success Manager

Stelle nicht auf LinkedIn

🕒 vor 2 Monaten

🗽 New York – Remote

🗽 New York – Remote

💵 $100.000 - $150.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

🏆 Customer Success

Jetzt Bewerben

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Addition Wealth

WebsiteLinkedInAlle Stellen

11 - 50 Mitarbeiter

💸 Finanzen

💳 Fintech

🧘 Wellness

💰 €4.200.000 Seed Round im 2022-02

Finance • Fintech • Wellness

Addition Wealth ist eine Plattform für finanzielles Wohlbefinden, die integrative und zugängliche Finanzexpertise für Einzelpersonen bietet. Das Unternehmen wird von Arbeitgebern vertraut, um Mitarbeiter dabei zu unterstützen, fundierte finanzielle Entscheidungen durch personalisierte Lösungen zu treffen. Ihre Plattformen bieten Unterstützung bei Budgetierung, Sparen, Mitarbeiterleistungen, Schuldenabbau, Ruhestandsplanung, Steuerunterstützung, Hauskauf, Bildungssparen und Aktienkompensation. Mit ihrem technologie-orientierten Ansatz bietet Addition Wealth digitale Werkzeuge für Szenario- und Planungsanalysen, die es den Mitarbeitern ermöglichen, konkrete Schritte zur finanziellen Gesundheit zu unternehmen. Den Mitarbeitern wird kostenloser, uneingeschränkter Zugang zu zertifizierten Finanzberatern geboten, um jedes finanzielle Thema zu besprechen und so umfassende Unterstützung für eine Vielzahl finanzieller Bedürfnisse sicherzustellen.

Beschreibung

• 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. **

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.