Enterprise Client Success Manager - Insurance

Addition • New York, NY

76d • $80,000 - $140,000

About The Position

Addition Wealth is looking for an Enterprise Client Success Manager to nurture and grow relationships within our most important enterprise accounts. You’ll be a key partner to our clients — supporting adoption across end users, ensuring a smooth, high-impact experience throughout the client journey, and building trust with stakeholders to drive long-term growth. This role is also product facing and technical in nature. This means you’ll be able to help define our product roadmap, own rollouts/implementation and also be responsible for product QA as the business owner for select features. If you thrive in relationship management, technical product implementations and prioritization, love improving operational processes, and enjoy solving complex client needs with a strategic and hands-on approach, we’d love to hear from you. You’ll succeed in this role if you’re client-obsessed, detail-oriented, data-savvy, and excited to help shape how we scale our Enterprise business.

Requirements

• 5+ years of experience in client-facing roles such as account management, customer success, consulting, or business operations.
• Strong track record of using data and strategic thinking to drive results.
• Experience in fintech, financial services, wealth management and/or insurance is preferred.
• A clear communicator with strong interpersonal instincts.
• Ability to understand each client’s unique goals and long-term objectives.
• Strong execution skills and ability to work independently.

Responsibilities

• Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage.
• Act as a trusted day-to-day contact, helping clients navigate questions, share feedback, and get the most out of the product.
• Use data and insights to spot trends, identify opportunities, and support account growth strategies.
• Join client conversations to reinforce value, align on priorities, and help drive progress across key initiatives.
• Contribute to the evolution of our internal tools and processes, helping lay the groundwork for scalable enterprise account management.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees