Teams at Addition Wealth

The Enterprise Client Success Manager will manage enterprise client relationships, ensuring adoption, satisfaction, and growth while providing operational support and insights for strategic account expansion.

Manage onboarding, account management, and customer support for employer partners. Own client relationships, gather user feedback, build and iterate operational processes, and drive data-informed improvements to scale the business.

Drive new business growth across financial institutions, managing enterprise sales cycles, building relationships with decision-makers, and representing Addition Wealth at industry events.