StratiFi Technologies — Customer Success Manager & Solutions Consultant

Type: Full-time | Remote (US) | United States Compensation: $60,000–$80,000 base + competitive equity | $100,000–$120,000 OTE Hiring count: 1 Visa sponsorship: None available — US-based candidates only Reports to: Head of Sales (pre-sale) & Head of Customer Success (post-sale) — dual-reporting role

About StratiFi

StratiFi is a decision-intelligence platform for independent wealth management, serving registered investment advisors with tools spanning portfolio risk analytics, compliance workflows, and advisor productivity. The company operates in a $100B addressable market with strong product-market fit among mid-market and enterprise RIA clients. It's a growth-stage company (under 100 employees) run on EOS, with a lean, accountable team that works directly with the CEO, Head of Sales, and Head of Customer Success.

Founded: 2017 | Team size: 11–50 | Stage: Series A Industry: FinTech Website: stratifi.com Location: United States (fully remote, US)

Why Candidates Should Join

• A rare hybrid seat: Own the full client lifecycle — win the deal as the technical SME, then own onboarding, adoption, and retention. Because the same person supports the deal and owns the account, context never gets lost at handoff.
• Strong PMF in a big market: Established product-market fit with mid-market and enterprise RIAs in a $100B market.
• Real ownership on a lean team: Growth-stage, EOS-run, direct line to the CEO, Head of Sales, and Head of Customer Success — genuine scope, no bureaucracy.

Intake Call Summary

• None provided on the role page.

The Role

A hybrid individual contributor who owns StratiFi's 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. Dual-reporting: to the Head of Sales for pre-sale support and to the Head of Customer Success for post-sale delivery. The role demands both the patience and follow-through of a strong CSM and the quick thinking and composure of a sales engineer on a live call.

What You'll Be Doing

• 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.

Product suite & tools: AdvisorIQ, ComplianceIQ, ScanIQ, Proposals, IPS; HubSpot CRM; Gong.

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

Green Flags

• 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

Red Flags

• Post-sale-only background with no demo or objection-handling experience
• Pure sales engineer with no appetite for post-sale ownership
• No domain fluency in wealth management or RIA compliance
• Poor CRM discipline or follow-through gaps

Role Details

• Salary — $60,000–$80,000 base
• OTE — $100,000–$120,000 (variable tied to GRR, NRR, and number of trainings)
• Equity — Competitive equity
• On-site policy — Fully remote, US
• Visa sponsorship — None available
• Employment type — Full-time
• Experience — 3–5 years
• Location — United States (remote)

Screening Questions

• None provided on the role page.

Interview Process

Stage 1 — Pending Approval — Submitted candidates awaiting initial approval. Stage 2 — Loom Async Screening — Async video screening per provided instructions. Stage 3 — Screening (20–30 min) — Basic fit, motivation, communication, and logistics. Stage 4 — Who Interview (60–90 min) — Chronological career walkthrough covering what each role was hired to do. Stage 5 — Focused Interview (45–60 min per interviewer) — Tests both poles: a live demo and objection role-play (SME muscle) and an onboarding, adoption, and retention deep-dive (CSM muscle). Candidate must clear both. Stage 6 — Reference Interviews (15–20 min per reference) — Calls with former managers, and ideally an AE the candidate supported and a client they onboarded, to verify both the pre-sale and post-sale sides. Stage 7 — Offer ExtendedStage 8 — Candidate Hired — Candidate accepts and starts.

Ideal Companies & Backgrounds

Updated 07/31/26Wealthtech / advisor-tech / compliance platforms serving RIAs and IBDs — Orion, SS&C Black Diamond Wealth Solutions, Addepar, Tamarac, Envestnet, Morningstar, Nitrogen, Advyzon, InvestCloud, Docupace, COMPLY, ACA Group, MoneyGuide, eMoney Advisor, RightCapital