Client Success Manager @ Addition Wealth | Jobright.ai
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Client Success Manager jobs in Los Angeles, CA
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Addition Wealth · 13 hours ago

Client Success Manager

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Financial ServicesFinTech

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Responsibilities

Onboarding and Account Management / Customer Success: Managing key customer relationships, you’ll be the key 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

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.

Client Relationship ManagementCustomer SupportOperational Processes

Required

2+ years of experience in a relevant 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

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Addition Wealth is a holistic financial wellness platform that empowers employees to make smart, informed financial decisions.

Funding

Current Stage
Early Stage
Total Funding
$4.24M
Key Investors
Manulife FinancialWMNfintech
2024-10-16Grant· $0.04M
2024-09-26Non Equity Assistance
2022-02-09Seed· $4.2M
Company data provided by crunchbase
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