StratiFi Technologies — Customer Success Manager & Solutions Consultant

StratiFi Technologies is a decision-intelligence platform for independent wealth management, serving registered investment advisors. They are seeking a Customer Success Manager & Solutions Consultant to own the full client lifecycle, from winning deals to ensuring client success through onboarding and retention.

Responsibilities:

• Own the SME seat on AE demo and technical calls — run tailored, workflow-specific demos of AdvisorIQ, ComplianceIQ, ScanIQ, Proposals, and IPS, and handle product, technical, and compliance objections live without escalating
• Drive new-client onboarding and training from platform setup through confident daily usage within 30 days of go-live, across firm sizes and user personas
• Run cadenced adoption meetings with key account stakeholders to surface risk early, protect gross retention, and route expansion signals to the Expansion AE with full technical context
• Maintain deep product mastery across the full StratiFi suite plus genuine RIA and compliance domain fluency, staying the expert AEs and clients call first
• Translate structured customer feedback into clear product requirements for the Product team, capturing frequency, use case, and revenue impact
• Build and maintain training content, knowledge base articles, and recorded walkthroughs that scale self-service and deflect support tickets

Requirements:

• 3+ years in customer-facing role at wealthtech or compliance platform
• Live demo and technical objection handling (SME muscle required)
• RIA and compliance domain fluency (ADV, fiduciary, custodians)
• Post-sale onboarding and retention track record
• Executive stakeholder communication, credible with CCOs and principals
• US-based
• Combined pre-sale and post-sale background
• Wealthtech or advisor-tech company background
• CCO and executive stakeholder relationships
• Comfort operating without a playbook at a small company