Enterprise Client Success Manager - Insurance

Enterprise Client Success Manager - Insurance

Overview At Addition Wealth, were 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 lifes financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.

Were not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisionsleveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, youll have the opportunity to solve complex challenges, push the boundaries of whats 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 Insiders 54 Promising Fintech Companies to Watch, honored with UBS Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. Weve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, were building something extraordinaryand were just getting started.

About the Role Addition Wealth is looking for an Enterprise Client Success Manager to nurture and grow relationships within our most important enterprise accounts. Youll be a key 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. This role is also product facing and technical in nature. This means youll be able to help define our product roadmap, own rollouts / implementation and also be responsible for product QA as the business owner for select features.

If you thrive in relationship management, technical product implementations and prioritization, love improving operational processes, and enjoy solving complex client needs with a strategic and hands-on approach, wed love to hear from you. Youll succeed in this role if youre client-obsessed, detail-oriented, data-savvy, and excited to help shape how we scale our Enterprise business.

We're looking for the following :

• 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 clients unique goals and long-term objectives, and adapt your approach to help them succeed leading to stronger relationships and measurable outcomes.
• Youre a hands-on partner in the day-to-day solving problems, fielding feedback, and ensuring our product fits seamlessly into client workflows.
• You love to understand the technical pieces of the product and can figure out how to
• 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 5+ 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.
• Experience in fintech, financial services, wealth management and / or insurance is preferred

What you'll work on :

What you'll get :

We also offer great benefits & perks including :

Salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target salaries for the position across all US locations. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. The salary range reflects the base salary only.

$80,000 - $140,000 a year

Compensation details : 80000-140000 Yearly Salary

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