StratiFi Technologies — Customer Success Manager & Solutions Consultant

• →Serve as the SME on demo and technical calls, running tailored product walkthroughs and fielding product, technical, and compliance objections live.
• →Own new-client onboarding and training, taking firms from setup to confident daily usage within about 30 days of go-live.
• →Run cadenced adoption meetings with key stakeholders to surface risk early, protect retention, and flag expansion opportunities with full technical context.
• →Maintain deep product and domain mastery so advisors and internal teams treat you as the first call.
• →Turn structured customer feedback into clear product requirements, with frequency, use case, and revenue impact.
• →Build training content, knowledge base articles, and recorded walkthroughs that scale self-service.

Product suite & tools: A multi-product wealthtech platform (advisor, compliance, scanning, proposals, and IPS modules); HubSpot CRM; Gong.

• At least 3 years in a customer-facing role at a wealthtech, advisor-tech, or compliance software company
• Able to lead live product demos and handle technical and compliance objections in real time — real subject-matter depth, not a script
• Strong fluency in RIA and compliance concepts, including ADV, fiduciary standards, and custodians
• A proven post-sale track record of onboarding, driving adoption, and retaining software clients
• Confident communicating with executive stakeholders, including CCOs and firm principals
• Based in the US

• A background that spans both pre-sale (solutions or sales engineering) and post-sale (CSM or onboarding) in one career
• Prior experience at a wealthtech or advisor-tech company
• Existing relationships with CCOs and other executive decision-makers at advisory firms
• Comfort building the playbook yourself in a lean, growth-stage environment
• HubSpot CRM fluency and familiarity with tools like Gong
• Familiarity with custodian ecosystems such as Schwab, Fidelity, and Pershing

• Location — United States
• Work policy — Fully remote, US-based
• Compensation — $60,000–$80,000 base + equity; $100,000–$120,000 OTE
• Visa sponsorship — Not available
• Employment type — Full-time