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Client Success Manager

1 month, 2 weeks ago
United States
Full-time
Junior
Customer Success Manager
Customer and Technical Support
Apply Now
Addition Wealth

Addition Wealth

Addition Wealth provides a holistic financial wellness platform that offers personalized financial insights and unlimited access to certified financial advisors, empowering employees to make informed financial decisions with confidence.

Capital Markets
11-50
$4M raised
View All Jobs 11

Description

  • Manage key client relationships and serve as the main point of contact for employer partners and users.
  • Lead onboarding and account management efforts to support customer success.
  • Own the customer support function and gather feedback from customers and end users.
  • Build and iterate on operational tests, workflows, and internal processes from scratch.
  • Improve existing processes and help create new ones as the company scales.
  • Work directly with the founding team on high-impact initiatives.
  • Monitor and respond to customer needs, pain points, and issues in a fast-paced environment.
  • Drive business results through organized execution and cross-functional problem solving.

Requirements

  • 2+ years of experience in a strong execution-focused role.
  • Ability to work independently, build from scratch, and get things done.
  • Comfort working in a fast-paced environment with competing priorities and deadlines.
  • Analytical and structured thinking with strong written and verbal communication skills.
  • Strong interpersonal skills and willingness to speak up clearly.
  • Generalist mindset with flexibility and ability to learn quickly.
  • Customer-focused, scrappy, strategic, data-driven, highly organized, and detail-oriented.
  • Ability to work EST or CST hours preferred.
  • Experience managing customer or client relationships preferred.

Benefits

  • Competitive salary.
  • 401(k) with employer match.
  • Remote-first work from anywhere flexibility.
  • Health insurance benefits, including dental, vision, and healthcare FSA.
  • Equity compensation with an employee-friendly equity plan.
  • Generous paid parental leave.
  • Unlimited vacation plus company holidays.
  • Regular team offsites and company events.
  • Unlimited access to financial professionals for personal finance or tax guidance.

Interested in this position?

Apply directly on the company website

Apply Now

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