Customer Success Manager & Solutions Consultant REMOTE ONLY
Location: United States | Work arrangement: REMOTE
Compensation: $60,000–$80,000 base plus variable tied to GRR, NRR, and trainings; $100,000–$120,000 OTE | Employment: Full-time
Experience: 3–5 years | Visa sponsorship: none | Openings: 1
Our Ref: GEN-0006 | Client Ref: Y68VW745
Company Confidential
About the Company
A Series A decision-intelligence platform for independent wealth management (founded 2017). It serves registered investment advisors (RIAs) with tools for portfolio risk analytics, compliance workflows, and advisor productivity. The company operates in a $100B addressable market and has strong product-market fit among mid-market and enterprise RIA clients. It is a growth-stage team of under 100 people that runs on EOS, with a lean, accountable group working directly with the CEO, Head of Sales, and Head of Customer Success.
The Role
The Customer Success Manager & Solutions Consultant is a dual-role individual contributor who owns product and domain expertise across the full customer lifecycle: winning deals as the technical subject-matter expert on sales calls, then delivering the onboarding, adoption, and retention that make each client successful. Because the same person supports the deal before close and owns the account after close, context never gets lost at handoff. The role reports to the Head of Sales for pre-sale support and to the Head of Customer Success for post-sale delivery. It takes both the follow-through of a great CSM and the composure of a strong sales engineer on a live call.
Key Responsibilities
- Be the subject-matter expert on AE demo and technical calls, running tailored, workflow-specific demos and handling product, technical, and compliance objections live
- Lead new-client onboarding and training, from platform setup to confident daily usage within 30 days of go-live, across firm sizes and user personas
- Run regular adoption meetings with key stakeholders to surface risk early, protect gross retention, and pass expansion signals to the Expansion AE with full technical context
- Maintain deep product mastery and real RIA and compliance domain fluency, so you stay the expert that 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 reduce tickets
Requirements
- 3+ years in a customer-facing product role at a wealth management, advisor-tech, or compliance platform (customer success, solutions or sales engineering, implementation, onboarding, or technical account management)
- Demonstrated ability to run a live product demo and handle technical and compliance objections in real time without escalating
- Proven post-sale track record of onboarding, driving adoption, and retaining software clients
- RIA and compliance domain fluency: speaks naturally to advisor ROI and CCO audit risk, and is fluent in custodians, ADV, fiduciary duty, and RIA structures
- Executive stakeholder communication: credible with CCOs, principals, and operations leaders, adjusting style in real time
- Follow-through and CRM discipline without being managed; owns a full pre- and post-sale book without dropping context
- Comfortable working in a growth-stage company of under 100 people without a polished playbook
Nice to Have
- 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 or sales engineering and post-sale CSM or 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
Interested? Apply for this role (Ref GEN-0006)