We're looking for the following:

You have a proven track record of building C-suite level trust and navigating complex enterprise hierarchies.
You are obsessed with data. You don’t just report on what happened; you use data to tell a story, prove value, and predict future needs.
You naturally spot opportunities for expansion and can turn a satisfied client into a long-term, high-growth partner.
You can translate complex product capabilities into clear business value. You are as comfortable leading a QBR as you are white boarding with internal stakeholders.
7+ years of experience including a mix of investment banking, private equity, or consulting and startup experience, preferably in fintech or Saas.

What you'll work on:

• Define and track key performance indicators (KPIs) for your account(s). Use data to identify trends, optimize program adoption, and present high-impact ROI reports to clients.
• Drive account retention and identify expansion opportunities. Partner with sales and leadership to execute strategies that align with client goals.
• Oversee the delivery of the Addition Wealth roadmap for your clients, ensuring that the dedicated Ops team and Product team are aligned with the client’s strategic priorities.
• Act as the "voice of the client" for the product team. Influence the roadmap by synthesizing client feedback into strategic requirements.
• Partner with the Ops team to refine the "Addition Playbook," ensuring our approach to enterprise management is scalable, professional, and best-in-class.
• Travel to events and meet with clients onsite up to 80%.

What you'll get:

• Strategic Exposure to Key Enterprise Accounts - Gain front-line experience with our most critical enterprise clients. In this role, you’ll work closely with senior stakeholders, supporting relationship growth, identifying expansion opportunities, and contributing to long-term client success.
• Cross-functional collaboration - Partner with product, operations, CRM etc to influence roadmap decisions, surface client insights, and deliver a cohesive customer experience.
• Flexibility - We believe in flexibility as long as you can deliver on strong outcomes for our clients.
• Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale
• Mission Driven - You’ll see the product of your work – directly improving the financial health of millions of people in the US through access to high quality financial expertise

We also offer great benefits & perks including:

• Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees
• 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.
• Work from anywhere: We're remote first with a home base in NY.
• Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account.
• Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies.
• Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave.
• Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays.
• Company offsites: 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!
• Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.

150000 - 250000 USD a year