Customer Success Associate at additionwealth

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. About the Role 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 client relationships, working with end users to understand 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 • Willingness to travel 3-4 times per month What you’ll work on: • 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. What you’ll get: • Opportunity to partner directly with the Founding Team of an early stage company • High Impact - Ability to drive real impact and have ownership over your work • Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want! However, ability to work EST or CST hours preferred. • Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale • Mission Driven - You’ll see the product of your work – directly improving the financial health of thousands of people in the US through access to high quality financial expertise We also offer great benefits & perks including: • 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.