What you’ll work on:

• Define and track key performance indicators (KPIs) for your account(s). Use data to identify trends, optimize program adoption, and present high-impact ROI reports to clients.
• Drive account retention and identify expansion opportunities. Partner with sales and leadership to execute strategies that align with client goals.
• Oversee the delivery of the Addition Wealth roadmap for your clients, ensuring that the dedicated Ops team and Product team are aligned with the client’s strategic priorities.
• Act as the “voice of the client” for the product team. Influence the roadmap by synthesizing client feedback into strategic requirements.
• Partner with the Ops team to refine the “Addition Playbook,” ensuring our approach to enterprise management is scalable, professional, and best-in-class. 
• Are you interested in this position?

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