StratiFi Technologies — Customer Success Manager & Solutions Consultant

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 Extended Stage 8 — Candidate Hired — Candidate accepts and starts. Ideal Companies & Backgrounds Updated 07/31/26 Wealthtech / 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