Addition Wealth · 23 hours ago
Customer Success Manager
Los Angeles, CA
Full-time
Remote
Entry, Mid Level
$80K/yr - $120K/yr
2+ years exp
Maximize your interview chancesFinancial ServicesFinTech
Insider Connection @Addition Wealth
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Managing key customer relationships, you’ll be the key point of contact for many of our employer partners and users.
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.
We are still early - this means you will be iterating on existing processes and building new ones.
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
2+ years of experience in a customer success or related role
Strong executor who enjoys getting into the weeds and can work independently
Ability to build from scratch and get things done
Generalist who is smart, flexible, and a fast learner
Comfortable working in a fast-paced environment with competing priorities and deadlines
Ability to pivot quickly and build new processes as the company scales
Analytical and structured thinker
Strong written and verbal communication skills
Clear communicator with strong interpersonal skills
Preferred
Ability to work EST or CST hours
Benefits
401(k) & Employer Match
Health insurance & wellness benefits
Equity compensation
Generous parental leave
Unlimited vacation
Company offsites
Unlimited access to financial professionals
Company
Addition Wealth
Addition Wealth is a holistic financial wellness platform that empowers employees to make smart, informed financial decisions.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$4.24MKey Investors
Manulife FinancialWMNfintech
2024-10-16Grant· $0.04M
2024-09-26Non Equity Assistance
2022-02-09Seed· $4.2M
Company data provided by crunchbase
