Customer Success Manager & Solutions Consultant

Remote (US) · Full-time
Compensation: $60,000–$80,000 base competitive equity · $100,000–$120,000 OTE

Our client is a Series A fintech company (founded 2017) building a decision-intelligence and compliance platform for independent wealth management and registered investment advisors — spanning portfolio risk analytics, compliance workflows, and advisor productivity. They’ve established strong product-market fit with mid-market and enterprise RIAs in a large ($100B) market, and they operate as a lean, high-accountability team where you’ll work closely with company leadership.

Founded 2017 · 11–50 people · Industry: FinTech

This is a deliberately rare hybrid seat that owns the full customer lifecycle. You’ll act as the technical subject-matter expert on sales calls — running live demos and handling objections in real time — and then own onboarding, adoption, and retention once the deal closes. Because the same person supports the deal and owns the account afterward, nothing gets lost at handoff. You’ll report to both the Head of Sales (pre-sale) and the Head of Customer Success (post-sale), and the role rewards someone with both the follow-through of a strong CSM and the composure of a sharp sales engineer.

What you’ll be doing

• Serve as the SME on demo and technical calls, running tailored product walkthroughs and fielding product, technical, and compliance objections live.
• Own new-client onboarding and training, taking firms from setup to confident daily usage within about 30 days of go-live.
• Run cadenced adoption meetings with key stakeholders to surface risk early, protect retention, and flag expansion opportunities with full technical context.
• Maintain deep product and domain mastery so advisors and internal teams treat you as the first call.
• Turn structured customer feedback into clear product requirements, with frequency, use case, and revenue impact.
• Build training content, knowledge base articles, and recorded walkthroughs that scale self-service.

Product suite & tools: A multi-product wealthtech platform (advisor, compliance, scanning, proposals, and IPS modules); HubSpot CRM; Gong.

• At least 3 years in a customer-facing role at a wealthtech, advisor-tech, or compliance software company
• Able to lead live product demos and handle technical and compliance objections in real time — real subject-matter depth, not a script
• Strong fluency in RIA and compliance concepts, including ADV, fiduciary standards, and custodians
• A proven post-sale track record of onboarding, driving adoption, and retaining software clients
• Confident communicating with executive stakeholders, including CCOs and firm principals
• Based in the US

• A background that spans both pre-sale (solutions or sales engineering) and post-sale (CSM or onboarding) in one career
• Prior experience at a wealthtech or advisor-tech company
• Existing relationships with CCOs and other executive decision-makers at advisory firms
• Comfort building the playbook yourself in a lean, growth-stage environment
• HubSpot CRM fluency and familiarity with tools like Gong
• Familiarity with custodian ecosystems such as Schwab, Fidelity, and Pershing

• A rare hybrid seat owning the client relationship end-to-end, from first demo through long-term retention
• A growth-stage company with strong product-market fit in a large, established market
• A lean, high-ownership team with direct exposure to leadership and real scope from day one

• Location — United States
• Work policy — Fully remote, US-based
• Compensation — $60,000–$80,000 base equity; $100,000–$120,000 OTE
• Visa sponsorship — Not available
• Employment type — Full-time