Overview
Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies and financial institutions to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money.
We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to revolutionize the way individuals make financial decisions.
Addition is backed by a team of fintech VCs including Barclays & Anthemis, Nyca, and more. Addition & its team has been recognized as Business Insider's 54 Promising Fintech Companies to Watch, UBS' Female Founder Award 2023, and in leading publications such as Techcrunch, Insider, Forbes and more.
About the Role:
We are looking for a highly skilled and motivated individual to lead Strategic Accounts. In this role, you will work closely with external clients, to deliver a seamless implementation and onboarding experience and ensure our platform meets their specific needs. You will play a critical role in managing the implementation process from start to finish, ensuring that all internal and external stakeholders are aligned and that the project is completed on time and within budget.
What you’ll work on
- Build the implementation playbook for enterprise clients across various industries.
- Lead internal and external teams required for successful implementation, ensuring the project stays on track.
- Gather requirements and conduct initial assessments to understand client needs and objectives.
- Develop and manage a detailed project timeline, coordinating internal and external resources to ensure the project stays on track.
- Define and monitor key performance indicators (KPIs) to measure the success of the implementation and provide insights for continuous improvement.
What we're looking for
- 7+ years of experience in consulting, partnerships, or customer success, preferably in the fintech or SaaS industry.
- Strong problem-solving skills with the ability to think critically and creatively.
- Excellent communication and presentation skills, with the ability to convey complex ideas clearly and persuasively.
- Proven experience managing complex client implementations with multiple stakeholders.
- Ability to manage projects on time with a focus on delivering high-quality results.
- Experience with customization of software platforms, and/or solutions engineering to meet client-specific requirements is a plus.
Perks & 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
What We Do
Addition Wealth is a holistic personal finance platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial professionals, Addition is making personalized financial expertise inclusive and accessible for all employees. Addition partners with forward-thinking employers to help employees make the most of their money.
Why Work With Us
We are technologists and financial experts committed to helping people with their finances and money decisions.
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Addition Wealth Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We have employees in different locations, but our NYC team works in person a few days a week in our great office in Flatiron!
