Remote Customer Success Manager & Solutions Consultant - Req 1205

Location: Remote — United StatesEmployment Type: Full-TimeExperience: 3–5 yearsCompensation: $60,000–$80,000 base + variable compensationOTE: $100,000–$120,000Visa Sponsorship: Not availableAbout the CompanyWe're partnering with a Series A decision-intelligence platform built specifically for independent wealth management.Founded in 2017, the company helps registered investment advisors (RIAs) make better decisions and operate more efficiently through tools spanning portfolio risk analytics, compliance workflows, and advisor productivity.With a significant addressable market and strong product-market fit among mid-market and enterprise RIA clients, the company is entering an exciting growth phase. The team is under 100 employees and operates with a lean, highly accountable culture, working closely with the CEO, Head of Sales, and Head of Customer Success.About the RoleThe Customer Success Manager & Solutions Consultant is a high-ownership hybrid role that combines pre-sales solutions consulting with post-sale customer success.You'll serve as the product and domain expert throughout the entire customer lifecycle — from helping win new business as the technical SME on sales calls to onboarding, training, adoption, and retention after the deal closes.Unlike traditional sales and customer success models, there is no loss of context between the sales and post-sale teams. You help win the customer, then own their success.You'll report to the Head of Sales for pre-sale activities and the Head of Customer Success for post-sale delivery.The ideal candidate combines the follow-through and relationship skills of an exceptional CSM with the confidence and composure of a strong Solutions Consultant or Sales Engineer.What You'll OwnPre-Sale & Solutions ConsultingServe as the subject-matter expert on AE-led sales and technical callsRun tailored, workflow-specific product demonstrations based on each prospect's needsExplain product capabilities and translate complex workflows into clear business valueHandle product, technical, and compliance objections live and confidentlyPartner with AEs to understand prospect requirements and position the platform effectivelyCustomer Onboarding & AdoptionOwn new-client onboarding from initial platform setup through confident daily usageGet customers to meaningful adoption within 30 days of go-liveDeliver training tailored to different firm sizes, user personas, and workflowsEstablish strong relationships with key customer stakeholders from day oneEnsure customers understand both the product and the business value it deliversCustomer Success & RetentionRun regular adoption and success meetings with key stakeholdersIdentify customer risks early and develop plans to protect retentionMonitor usage and engagement to ensure customers are getting ongoing valueIdentify expansion opportunities and provide the Expansion AE with complete technical and customer contextBuild trusted relationships with CCOs, principals, operations leaders, and other executive stakeholdersProduct & EnablementMaintain deep expertise in the platform and stay current on the RIA and compliance landscapeTranslate customer feedback into actionable product requirements, including frequency, use case, and revenue impactCreate and maintain customer training materials, knowledge base articles, and recorded product walkthroughsDevelop scalable resources that encourage self-service and reduce support volumeBecome the person AEs and customers turn to first for product and domain expertiseWhat We're Looking For3+ years of experience in a customer-facing product role within wealth management, advisor technology, or compliance softwareBackground in Customer Success, Solutions/Sales Engineering, Implementation, Onboarding, Technical Account Management, or a similar functionDemonstrated ability to run live product demonstrations and confidently handle technical and compliance objections without immediately escalatingProven experience onboarding software customers, driving product adoption, and contributing to client retentionStrong RIA and compliance domain knowledge, including familiarity with advisor ROI, CCO audit risk, custodians, ADV, fiduciary responsibilities, and RIA structuresExcellent executive communication skills with the ability to build credibility with CCOs, principals, operations leaders, and other senior stakeholdersStrong follow-through and CRM discipline with the ability to independently manage responsibilities across the entire customer lifecycleComfortable operating in a growth-stage company with fewer than 100 employees and without a fully built-out playbookAbility to balance commercial awareness with a genuine customer-first mindsetNice to HaveExperience at a wealthtech company serving RIAs or IBDs, such as Orion, SS&C Black Diamond, Addepar, Tamarac, Envestnet, Morningstar, Nitrogen, Advyzon, InvestCloud, Docupace, or COMPLYExperience spanning both pre-sale solutions consulting/sales engineering and post-sale CSM or onboardingHubSpot CRM experienceFamiliarity with Gong or similar sales intelligence toolsExperience working with major custodian ecosystems such as Schwab, Fidelity, or PershingExisting relationships with CCOs, CIOs, principals, or advisory leaders at RIA or IBD firmsWhat Makes This Role DifferentThis is an opportunity to own the customer relationship before and after the sale.Rather than handing customers off between sales, implementation, and customer success, you'll maintain the context from the initial demo through onboarding, adoption, and long-term retention.You'll have a direct impact on revenue, customer outcomes, and product development while working closely with senior leadership in a lean, fast-moving organization.If you're someone who understands both how RIAs operate and how to translate technology into business value, this role offers significant ownership and visibility.Compensation & DetailsBase Salary: $60,000–$80,000OTE: $100,000–$120,000Variable Compensation: Tied to GRR, NRR, and customer trainingsLocation: Remote, United StatesEmployment: Full-timeExperience: 3–5 yearsVisa Sponsorship: Not available