Client Success Manager

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🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $80k - $120k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤝 Client Partner

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Addition Wealth

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

🧘 Wellness

💰 $4.2M Seed Round on 2022-02

Finance • Fintech • Wellness

Addition Wealth is a financial wellness platform that provides inclusive and accessible financial expertise to individuals. The company is trusted by employers to empower employees in making informed financial decisions through personalized solutions. Their platforms offer support with budgeting, savings, employee benefits, paying down debt, retirement planning, tax support, home buying, education savings, and equity compensation. With their tech-forward approach, Addition Wealth provides digital tools that offer scenario and planning analysis, enabling employees to take actionable steps towards financial health. Employees are given free, unlimited access to certified financial advisors to discuss any financial topic, ensuring comprehensive support for a range of financial needs.

📋 Description

• 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

🎯 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.