Customer Success Manager

September 26

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Addition Wealth

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💰 $4.2M Seed Round on 2022-02

Description

• Addition 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 access to robust digital tools. • About the Role: Addition Wealth is looking for a Customer Success Manager to help us grow and scale our business. • You will succeed if you are customer-focused, scrappy, strategic, data-driven, highly organized, detail-oriented.

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.