Enterprise Field CSM (Client Success Manager)
Addition
About this role
An Enterprise Client Success Manager at Addition Wealth supports enterprise clients by ensuring seamless onboarding, guiding adoption, and building trust to drive long-term growth. The role involves acting as a trusted contact, using data to identify opportunities, and collaborating across teams to enhance client experiences.
Skills
About Addition
additionwealth.comAddition Wealth delivers employer-sponsored financial wellness benefits that give employees personalized, holistic financial insights and guidance. Their offering combines a digital platform, tailored programming, and access to vetted financial professionals — with services and content designed for inclusion, DEI, and broad workforce accessibility. Employers, brokers, and partners use Addition to embed scalable financial education, planning, and advisory resources into total‑rewards programs to improve employee financial well‑being.
About Addition
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Addition.
Salary
$70k – $100k
per year