# Client Success Manager

**Company:** [Addition Wealth](https://hotfix.jobs/companies/addition-wealth)
**Location:** Remote
**Role:** Customer Success
**Salary:** $80k – $120k/yr
**Experience:** 4+ years
**Skills:** Account Management, Customer Success, Customer Support, Consulting, Business Operations, Fintech, Financial Services, Benefits, Hr Technology, Data Analysis, Operational Processes, Written Communication, Verbal Communication, Interpersonal Skills, Strategic Thinking
**Posted:** 2026-07-08

> The Client Success Manager will manage employer-partner relationships, lead customer support, and build scalable operational processes for a remote financial health company. The role requires at least four years of client-facing experience, relevant fintech or HR technology expertise, strong communication, and analytical problem-solving skills.

## Job Description

## Responsibilities
- Manage onboarding, account management, and customer success for key employer partners and users.
- Serve as a primary point of contact for client relationships.
- Lead the customer support function and gather feedback from customers and end users.
- Build, test, iterate, and improve operational processes as the company scales.
- Use data and strategic thinking to drive business results.
- Travel to client sites up to 30%.

## Requirements
- 4+ years of experience in client-facing roles such as account management, customer success, consulting, or business operations.
- 2+ years of experience or domain expertise in fintech, financial services, technology, benefits, or HR technology.
- Customer-focused, strategic, analytical, highly organized, and detail-oriented.
- Ability to manage competing priorities, pivot quickly, and work in a fast-paced environment.
- Strong written, verbal, and interpersonal communication skills.
- Willingness to work Eastern or Central time zone hours preferred.

## Nice-to-Haves
- Previous experience at an early-stage or startup company.

## Compensation & Benefits
- Competitive salary.
- 401(k) with employer match.
- Health insurance, dental and vision coverage, and healthcare FSA.
- Equity compensation.
- Generous paid parental leave.
- Unlimited vacation and company holidays.
- Company offsites.
- Unlimited access to financial professionals.

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