Addition Wealth

Enterprise Field CSM (Client Success Manager)

United States · Exec

Sponsorship not specified$100k-$150kDetected 111 days ago

CRMAccount ManagementCustomer SuccessCollaboration

About the role

Addition Wealth is looking for an Enterprise Client Success Manager to nurture and grow relationships within our most important enterprise accounts.
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.

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.
A strong executor who enjoys getting into the weeds, can work independently, build from scratch and get things done.
A clear communicator with strong interpersonal instincts - unafraid to speak your mind and build trust across both internal and external stakeholders.
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.
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.
Opportunity to partner directly with the Founding Team of an early stage company
Cross-functional collaboration - Partner with product, operations, CRM etc to influence roadmap decisions, surface client insights, and deliver a cohesive customer experience.

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.
Strategic Exposure to Enterprise Accounts - Gain front-line experience with our most critical enterprise clients.

Act as a trusted day-to-day contact, helping clients navigate questions, share feedback, and get the most out of the product.
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.

Competitive salary: We know it's a competitive market out there, and we offer competitive salaries to our employees

Flexible healthcare options, including dental and vision, as well as healthcare FSA account.
Mission Driven - You'll see the product of your work - directly improving the financial health of thousands of people in the US through access to high quality financial expertise
We also offer great benefits & perks including:
401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances.
This starts with great retirement savings plans and a match to help you meet your goals.

Team culture is core to our success.
As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
We believe in sustainable hustle, not burnout.
Unlimited vacation days with plenty of company holidays.
Flexibility - We are a fully remote and distributed company.

This listing is sourced directly from Addition Wealth's careers page and normalized into a canonical job model.