Enterprise Client Success Manager – Insurance

🕒 October 15, 2025

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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

• Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage. You'll play a key 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.

🎯 Requirements

• 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. • You love to understand the technical pieces of the product and can figure out how to • 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 5+ 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. • Experience in fintech, financial services, wealth management and/or insurance is preferred

🏖️ 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. • 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.