Addition Wealth

Enterprise Field Client Success Manager

Addition Wealth

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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Salary

💰 $100,000 - $150,000 per year

About the role

  • Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage. You'll play a 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.
  • **Travel up to 70% for client visits and events. **

Requirements

  • A strong executor who enjoys getting into the weeds, can work independently, build from scratch and get things done.
  • You take the time to understand each client’s unique goals and long-term objectives, and adapt your approach to help them succeed — leading to stronger relationships and measurable outcomes.
  • You’re a hands-on partner in the day-to-day — solving problems, fielding feedback, and ensuring our product fits seamlessly into client workflows.
  • A clear communicator with strong interpersonal instincts — unafraid to speak your mind and build trust across both internal and external stakeholders.
  • You have a track record of using data and strategic thinking to drive results in client-facing roles like account management, customer success, consulting, or business operations.
  • You have 3+ years of experience in client-facing roles such as account management, customer success, consulting, or business operations — with a strong track record of using data and strategic thinking to drive results.
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
strong executorproblem-solvingclear communicatorinterpersonal instinctsrelationship buildingstrategic thinkingadaptabilityindependenceclient-focusedtrust building