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Enterprise Client Success Manager

Addition WealthNew York, NY
On-site Full-time

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Experience Level

Experience

Qualifications

Proven experience in client success or account management, ideally within a technology or financial services environment. Strong interpersonal and communication skills, with the ability to build rapport and trust with clients. Ability to analyze data and derive insights to improve client outcomes. A strategic mindset with a hands-on approach to problem-solving. Detail-oriented with excellent organizational skills. Thrives in a fast-paced, dynamic environment.

About the job

Overview
At Addition Wealth, we're transforming the landscape of financial health by making personalized financial expertise accessible to everyone. Through cutting-edge technology and strategic partnerships with leading companies and financial institutions, we equip individuals with powerful digital tools, an extensive knowledge base, and access to top-tier financial professionals, enabling them to confidently navigate their financial journeys. Our mission not only alleviates stress and enhances productivity but also reshapes how people perceive and manage their finances.

We’re more than just another financial wellness platform; we're at the forefront of a financial decision-making revolution. By harnessing technology, we create seamless, impactful, and life-altering experiences. At Addition Wealth, you’ll have the chance to tackle intricate challenges, expand the horizons of what's achievable, and develop tools that genuinely make a difference.

Our global impact has earned us prestigious recognition. Supported by top fintech VCs such as Barclays, Anthemis, and Nyca, Addition Wealth has been featured among Business Insider’s 54 Promising Fintech Companies to Watch, awarded the UBS Female Founder Award 2023, and recognized as a World Economic Forum Top Innovator. Our work has also been highlighted in leading publications like Bloomberg, TechCrunch, Insider, and Forbes. Join us as we build something extraordinary—and this is just the beginning.

About the Role
We are seeking an Enterprise Client Success Manager to develop and strengthen relationships within our key enterprise accounts. As a vital partner to our clients, you will drive user adoption, ensure a seamless and impactful client experience throughout their journey, and foster trust with stakeholders to promote long-term growth.
 
If you are passionate about relationship management, enjoy enhancing operational processes, and are adept at addressing complex client needs with both strategic insight and a hands-on approach, we want to hear from you. Success in this role requires being client-centric, detail-oriented, data-driven, and enthusiastic about shaping the future of our Enterprise business.

About Addition Wealth

Addition Wealth is revolutionizing financial health, making personalized expertise available to everyone through innovative technology and impactful partnerships. Our mission is to empower individuals to navigate their financial decisions with confidence, transforming their approach to money management.

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