Enterprise Field CSM (Client Success Manager)
Addition WealthRole Overview
Addition Wealth is hiring a mid-level Enterprise Field CSM (Client Success Manager). This is a full-time remote role, with the team based in New York. Full responsibilities, required qualifications, and the apply link are listed in the description below.
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Job Description
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
Addition Wealth is looking for an Enterprise Client Success Manager to nurture and grow relationships within our most important enterprise accounts. You’ll be a partner to our clients — supporting adoption across end users, ensuring a smooth, high-impact experience throughout the client journey, and building trust with stakeholders to drive long-term growth.
If you thrive on relationship management, love improving operational processes, and enjoy solving complex client needs with a strategic and hands-on approach, we’d love to hear from you. You’ll succeed in this role if you’re client-obsessed, detail-oriented, data-savvy, and excited to help shape how we scale our Enterprise business.
Frequently Asked Questions
How do I apply for the Enterprise Field CSM (Client Success Manager) position at Addition Wealth?
Use the Apply button above to submit your application directly to Addition Wealth. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.
Is the Enterprise Field CSM (Client Success Manager) role at Addition Wealth remote?
Yes. This is a remote role. The team is based in New York, but the position itself does not require relocating to that office.
What does a Enterprise Field CSM (Client Success Manager) at Addition Wealth earn?
Addition Wealth has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.
When was the Enterprise Field CSM (Client Success Manager) role at Addition Wealth posted?
This role was posted on April 2, 2026 (83 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.
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