ZipRecruiter

Log In

Formic Technologies
Formic Technologies

62 Formic Technologies Customer Success Manager Jobs Hiring Near You

StarTech.com

Customer Success Manager

Boston, MA

By understanding customer environments, influencing technology standards, and positioning StarTech.com as a trusted partner, the Customer Success Manager creates scalable and repeatable demand across ...

StarTech.com

Customer Success Manager

Seattle, WA

By understanding customer environments, influencing technology standards, and positioning StarTech.com as a trusted partner, the Customer Success Manager creates scalable and repeatable demand across ...

StarTech.com

Customer Success Manager

Chicago, IL

By understanding customer environments, influencing technology standards, and positioning StarTech.com as a trusted partner, the Customer Success Manager creates scalable and repeatable demand across ...

Lawyer.com

Customer Success Manager Customer Success Managers are the bridge between sales and customer success. You will provide support for transitioning prospects into active users, often acting as a go ...

Maxiq

Customer Success Manager

Raleigh, NC · On-site

Customer Success Manager MaxIQ empowers Go-To-Market teams to ascend to new heights in their sales ... Access to the latest tools and technologies in the field of AI and sales enablement. If you're ...

MongoDB

Customer Success Manager

Boston, MA · On-site

... technology strategy, and ensures every customer can realize the full potential of their investment ... The Role As a Customer Success Manager, you are the trusted advisor helping customers navigate ...

Motivosity

Customer Success Manager

Lehi, UT · On-site

$65K - $95K/yr

Come join Motivosity as a Customer Success Manager! Maybe you're already at a cool company, but Motivosity is a bucket list company and except for the last three years, now's the most exciting time ...

Posted today

Responsive

Customer Success Manager

Portland, OR

$85K - $95K/yr

The Customer Success Manager (CSM) is actively involved with and takes ownership of customer ... adoption of technology within an organization - Ability to multitask, prioritize, and scale ...

CXAI

Customer Success Manager

Customer Success Manager CXAPP is a forward-thinking technology company that leverages AI and data science to drive innovation and deliver cutting-edge solutions. At CXApp, we are the innovators of ...

next page

Showing results 1-20

All JobsFormic Technologies JobsFormic Technologies Customer Success Manager Jobs

Formic Technologies Jobs Information

What other companies are hiring for Customer Success Manager jobs?
What are the most popular jobs at Formic Technologies?
What are the most popular categories at Formic Technologies?
Infographic showing various Customer Success Manager job openings at Formic Technologies in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 59% Physical, and 41% Remote job distribution.

StratiFi Technologies - Customer Success Manager & Solutions Consultant

David Joseph and Company

San Francisco, CA • On-site

$100K - $120K/yr

Other

Posted 4 days ago

Job description

About the job StratiFi Technologies - Customer Success Manager & Solutions Consultant
StratiFi Technologies - Customer Success Manager & Solutions Consultant
Type: Full-time | Remote (US) | United StatesCompensation: $60,000-$80,000 base + competitive equity | $100,000-$120,000 OTEHiring count: 1Visa sponsorship: None available - US-based candidates onlyReports 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

  • 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

Apply