Full-Time Client Success Manager

OverviewAddition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies and financial institutions to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money. We’re not your typical financial wellness benefits platform. We are deeply motivated by the opportunity to revolutionize the way individuals make financial decisions.

About the RoleAddition Wealth is looking for a Client Success Manager to help us grow and scale our business. If you enjoy streamlining and improving operational processes, managing key client relationships, working with end users to understand key needs and pain points, and driving exceptional business results, we’d love to hear from you. You will succeed if you are customer-focused, scrappy, strategic, data-driven, highly organized, detail-oriented, and willing to dive into challenges of all shapes and sizes.

We’re looking for

• 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

What you’ll work on:

• 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.

What you’ll get:

• Opportunity to partner directly with the Founding Team of an early stage company
• High Impact - Ability to drive real impact and have ownership over your work
• Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want! However, ability to work EST or CST hours preferred.
• Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale
• Mission Driven - You’ll see the product of your work – directly improving the financial health of thousands of people in the US through access to high quality financial expertise

What is the last date for applying to the job?

Which countries are accepted for this remote job?