Client Success Manager

17 hours ago

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Description

β€’ Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. β€’ We work with leading companies and financial institutions to provide access to digital tools and top financial professionals. β€’ Addition is backed by fintech VCs and recognized in major publications. β€’ The role is focused on Client Success management, operational process improvement, and key client relationship management.

Requirements

β€’ A strong executor, with 2+ years of experience who enjoys getting into the weeds, can work independently, build from scratch and get things done β€’ A generalist who is smart, flexible, and a fast learner β€’ 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 β€’ An analytical and structured thinker with strong written and verbal communication skills β€’ A clear communicator who is not afraid to speak their mind with strong interpersonal skills

Benefits

β€’ Competitive salary β€’ 401(k) & Employer Match β€’ Work from anywhere β€’ Health insurance & wellness benefits β€’ Equity compensation β€’ Generous parental leave β€’ Unlimited vacation β€’ Company offsites β€’ Unlimited access to financial professionals

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