Client Success Manager

AdditionNew York, NY
Remote

About The Position

Addition Wealth is looking for a Client Success Manager to help us grow and scale our business. If you enjoy streamlining and improving on 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 the following: 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.

Requirements

  • 2+ years of experience
  • Customer-focused
  • Scrappy
  • Strategic
  • Data-driven
  • Highly organized
  • Detail-oriented
  • Willing to dive into challenges of all shapes and sizes
  • Strong executor
  • Enjoys getting into the weeds
  • Can work independently
  • Can build from scratch and get things done
  • 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
  • Analytical and structured thinker with strong written and verbal communication skills
  • Clear communicator who is not afraid to speak their mind with strong interpersonal skills

Responsibilities

  • Managing key customer relationships, you’ll be the key point of contact for many of our employer partners and users.
  • 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.
  • Iterating on existing processes and building new ones.

Benefits

  • Competitive salary
  • 401(k) & Employer Match
  • Work from anywhere
  • Health insurance & wellness benefits
  • Flexible healthcare options, including dental and vision
  • Healthcare FSA account
  • Equity compensation
  • Generous parental leave
  • Unlimited vacation
  • Plenty of company holidays
  • Company offsites
  • Unlimited access to financial professionals
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