Enterprise Field CSM (Client Success Manager)

Addition Wealth is seeking an Enterprise Client Success Manager to nurture and grow relationships within its most important enterprise accounts, supporting adoption, ensuring a smooth experience, and building trust with stakeholders to drive long-term growth.

Requirements

• Strong executor who enjoys getting into the weeds, can work independently, build from scratch and get things done.
• Client-obsessed, detail-oriented, data-savvy, and excited to help shape how Addition Wealth scales its Enterprise business.
• 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.

Benefits

• Competitive salary
• 401(k) & Employer Match
• Work from anywhere
• Health insurance & wellness benefits
• Equity compensation
• Generous parental leave
• Unlimited vacation
• Company offsites
• Unlimited access to financial professionals