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 AIndustry: FinTechWebsite: stratifi.comLocation: United States (fully remote, US)
Why Candidates Should Join
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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.
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Strong PMF in a big market: Established product-market fit with mid-market and enterprise RIAs in a $100B market.
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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 n