Head of Strategic Accounts, Addition Wealth
+ Equity
Holistic financial wellness platform for employees
Be an early applicant
Holistic financial wellness platform for employees
1-20 employees
Be an early applicant
+ Equity
1-20 employees
Company mission
Addition Wealth's mission is to make personalized financial expertise inclusive and accessible to all company employees.
Role
Who you are
- 7+ years of experience in consulting, partnerships, or customer success, preferably in the fintech or SaaS industry
- Strong problem-solving skills with the ability to think critically and creatively
- Excellent communication and presentation skills, with the ability to convey complex ideas clearly and persuasively
- Proven experience managing complex client implementations with multiple stakeholders
- Ability to manage projects on time with a focus on delivering high-quality results
- Experience with customization of software platforms, and/or solutions engineering to meet client-specific requirements is a plus
What the job involves
- We are looking for a highly skilled and motivated individual to lead Strategic Accounts.
- In this role, you will work closely with external clients, to deliver a seamless implementation and onboarding experience and ensure our platform meets their specific needs.
- You will play a critical role in managing the implementation process from start to finish, ensuring that all internal and external stakeholders are aligned and that the project is completed on time and within budget
- Build the implementation playbook for enterprise clients across various industries
- Lead internal and external teams required for successful implementation, ensuring the project stays on track
- Gather requirements and conduct initial assessments to understand client needs and objectives
- Develop and manage a detailed project timeline, coordinating internal and external resources to ensure the project stays on track
- Define and monitor key performance indicators (KPIs) to measure the success of the implementation and provide insights for continuous improvement
Our take
Investing is an excellent way to harvest financial wellness, from simple budgeting and debt management to preparing for retirement or to purchase a home. However, investment is difficult to navigate without expensive financial advice, and whilst many employers provide their employees with investment opportunities, this is useless without understanding how to do it effectively.
Addition Wealth provides a holistic financial wellness platform for employees, helping businesses to support their staff with successful investing, tax optimization, home purchasing, savings, and other financial wellness opportunities. In addition to providing financial advice for free, the software also includes financial health visualization dashboards, allowing employees to gain a holistic understanding of how to better their financial future.
High-quality financial advice is expensive and inaccessible to most employees, and Addition Wealth has been smart to recognize this and provide a solution, especially with companies battling a worldwide "Great Resignation". By partnering with financial advisors and financial benefit providers, the company drives its clients' revenue by promising to boost the financial wellness of its employees and thus boost productivity through increased career satisfaction.
Freddie
Company Specialist
Insights
Few candidates hear
back within 2 weeks
Company
Funding (1 round)
Mar 2022
$4.2m
SEED
Total funding: $4.2m
Company benefits
- 401(k) & employer match - As a financial wellness company, we want you to maximize your personal finances. This starts with great retirement plans and a match
- Work from anywhere - We're remote first with a home base in NY. Work from home or cowork with nearby teammates—it’s up to you
- Health insurance & wellness benefits - Flexible healthcare options, including dental and vision, as well as healthcare FSA account
- Equity compensation - As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies
- Generous parental leave - You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave
- Unlimited vacation - We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays
- Company offsites - Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
- Unlimited access to financial pros - Need help on your personal finances or taxes? Our financial professionals are available to you, always
Company values
- Trust - We provide accurate, unbiased insights to give the most accurate information to employees
- Inclusive and accessible - We help everyone with their personal finances regardless of their net worth or financial knowledge
- Personalized - No two people’s financial situation are the same, and we don’t take a one-size-fits-all approach
- Transparent - We provide clear and actionable insights while making personal finance easier to understand
Company HQ
Flatiron District, New York, NY
Articles
Leadership
Ana Mahony
(CEO)Experience as Vice President of Digital Marketing for Citi from 2013 to 2014. Head of US Cities for Uber Eats from 2014 to 2020.
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