Customer Success Associate
Addition Wealth
full-time
Posted on:
Location Type: Remote
Location: California • New York • United States
Visit company websiteExplore more
Salary
💰 $80,000 - $120,000 per year
About the role
- Onboarding and Account Management / Customer Success: Managing customer relationships, you’ll be the point of contact for many of our employer partners and users.
- Customer Support: You’ll 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. We are still early - this means you will be iterating on existing processes and building new ones
- Travel 50% or more as needed to meet with clients and attend events.
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
- Willingness to travel 3-4 times per month
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 executorflexiblefast learneranalytical thinkerstructured thinkerstrong written communicationstrong verbal communicationclear communicatorinterpersonal skillsability to manage competing priorities