Addition Wealth

Product Manager

• Lead the end-to-end product development process, shaping a roadmap that aligns with user needs and business objectives, and driving initiatives across discovery, prioritization, development, and distribution.
• Build a deep understanding of user requirements and market opportunities, developing user-centric products by partnering with internal teams to define and refine feature requirements.
• Work closely with design, engineering, data science, and program management, co-creating and iterating on product features based on feedback from customer-facing teams and users.
• Be hands-on with prototypes and data, using insights and storyboards to inform and enhance product requirements. Continuously monitor product usage to guide improvements that meet user expectations and business needs.
• Align cross-functional teams and ensure smooth product development, effectively communicating progress, learnings, and plans across different levels and departments of the organization.
• Ensure that all product launches meet the highest quality standards expected by enterprise partners, collaborating with customer success, sales, and enablement teams to drive product adoption.

Senior Product Manager

Customer Success Manager

• Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage. You'll play a key role in setting up accounts for success, guiding adoption, and helping our enterprise partners deliver value to their end clients.
• 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.

Enterprise Client Success Manager – Insurance

Data Analyst

• Own the end-to-end analytics process—from data collection and transformation to insight generation and visualization.
• Partner with leadership across Product, Marketing, Partnerships, and Finance to identify key metrics, define success criteria, and measure business impact.
• Design and maintain dashboards and reporting frameworks that empower teams to make faster, smarter decisions.
• Build our reporting capabilities and support the enterprise in internal and external reporting needs.
• Build and optimize ETL/ELT pipelines to ensure data reliability, scalability, and accuracy.
• Conduct deep-dive analyses on user behavior, product performance, and revenue trends to surface opportunities for growth and efficiency.
• Support executive decision-making with clear, data-backed recommendations and scenario modeling.
• Collaborate with engineers to enhance data infrastructure and advocate for best practices in data management.
• Help foster a data-driven culture across the organization through training, documentation, and knowledge sharing.