Overview
At Addition Wealth, we’re 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 life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.
We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s 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 Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started.
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 invests in early and growth stage technology companies. The firm was founded with a mission to support visionary entrepreneurs on their journey to build impactful and enduring businesses.
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