Enterprise Field CSM (Client Success Manager) at Addition Wealth | Standout | Standout

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Addition Wealth

Enterprise Field CSM (Client Success Manager)

Remote

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Experienced Financial Professional (US Only; Professional Designations Required)
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Interested?

Let me introduce you to the founders.

Skip the process

Job details

Salary

$100,000 - $150,000

Location

Remote

Experience

3+ years

Company

NameAddition Wealth

IndustryFintech

Team Size24

StandoutYBacked by Y Combinator · P26

“LeBron has an agent. Why don’t you?”

— Now you have one too.

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Funding

Total raised

$4.2M

Last stage

Seed

Investors

Nyca Partners

Core Innovation Capital

Financial Venture Studio

Anthemis

Female Innovators Lab by Barclays and Anthemis

Founders

Ana Mahony

Founder & CEO

What happens next.

No applications, no recruiter spam. Just the intro.

01

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

02

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

03

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.