Enterprise Field CSM; Client Success Manager

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, Tech Crunch, Insider, Forbes, and other leading publications.

Together, we’re building something extraordinary—and we’re just getting started.

Addition Wealth is looking for an Enterprise Client Success Manager to nurture and grow relationships within our most important enterprise accounts. You’ll be a partner to our clients — supporting adoption across end users, ensuring a smooth, high‑impact experience throughout the client journey, and building trust with stakeholders to drive long‑term growth.

If you thrive on relationship management, love improving operational processes, and enjoy solving complex client needs with a strategic and hands‑on approach, we’d love to hear from you. You’ll succeed in this role if you’re client‑obsessed, detail‑oriented, data‑savvy, and excited to help shape how we scale our Enterprise business.

• 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.

• 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.

• Opportunity to partner directly with the Founding Team of an early stage company
• Strategic Exposure to Enterprise Accounts
  - Gain front‑line experience with our most…