Customer Success Manager & Solutions Consultant

A Series A decision-intelligence platform for independent wealth management (founded 2017) serving registered investment advisors with tools spanning portfolio risk analytics compliance workflows and advisor productivity. Operating in a $100B addressable market with strong product-market fit among mid-market and enterprise RIA clients. Growth-stage under 100 employees running on EOS with a lean accountable team working directly with the CEO Head of Sales and Head of Customer Success.

The Customer Success Manager & Solutions Consultant is a hybrid individual contributor who owns product and domain expertise across the full customer lifecycle from winning deals as the technical SME on sales calls to delivering the onboarding adoption and retention that make each client successful. Because the same person supports the deal pre-close and then owns the account post-close context never gets lost at handoff. Dual-reporting: to the Head of Sales for pre-sale support and to the Head of Customer Success for post-sale delivery. Requires both the follow-through of a great CSM and the composure of a strong sales engineer on a live call.

• Own the SME seat on AE demo and technical calls running tailored workflow-specific demos and handling product technical and compliance objections live
• 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 stakeholders to surface risk early protect gross retention and route expansion signals to the Expansion AE with full technical context
• Maintain deep product mastery and genuine RIA/compliance domain fluency to remain the expert AEs and clients call first
• Translate structured customer feedback into clear product requirements (frequency use case revenue impact)
• Build and maintain training content knowledge base articles and recorded walkthroughs that scale self-service and deflect tickets

1. 3 years in a customer-facing product role at a wealth management advisor-tech or compliance platform (CS Solutions/Sales Engineering Implementation Onboarding or Technical Account Management)
2. Demonstrated ability to run a live product demo and handle technical/compliance objections in real time without escalating
3. Proven post-sale track record of onboarding driving adoption and retaining software clients
4. RIA and compliance domain fluency: speaks advisor ROI and CCO audit-risk naturally; fluent on custodians ADV fiduciary and RIA structures
5. Executive stakeholder communication: credible with CCOs principals and operations leaders adjusting style in real time
6. Follow-through and CRM discipline without being managed; owns a full pre- and post-sale book without dropping context
7. Comfortable operating in a growth-stage company under 100 employees without a polished playbook

• Experience at wealthtech firms serving RIAs or IBDs (Orion SS&C Black Diamond Addepar Tamarac Envestnet Morningstar Nitrogen Advyzon InvestCloud Docupace or COMPLY)
• Both pre-sale solutions/sales engineering and post-sale CSM/onboarding experience in one background
• HubSpot CRM fluency and experience with tools like Gong
• Familiarity with custodian ecosystems (Schwab Fidelity Pershing)
• Existing relationships with CCOs CIOs or advisory leadership at RIA or IBD firms

Employment: Full-Time Location: Remote (United States) Experience: 35 years
Compensation: $60000$80000 base plus variable tied to GRR NRR and trainings; $100000$120000 OTE. No visa sponsorship.