[Hiring] reputed company Manager & Solutions Consultant @reputed company

Role reputed company The reputed company Manager & Solutions Consultant is a hybrid individual contributor who owns product and domain expertise across the full customer lifecycle — from reputed company deals as the technical SME on sales calls to delivering the reputed company, adoption, and retention that reputed company reputed company reputed company successful. Because the reputed company person supports the deal reputed company-reputed company and then owns the account post-reputed company, context never gets lost at reputed company. Dual-reporting: to the Head of Sales for reputed company-sale support and to the Head of reputed company for post-sale delivery. Requires both the follow-through of a great CSM and the composure of a strong sales engineer on a live reputed company. What You'll Own • Own the SME seat on AE demo and technical calls, running tailored workflow-specific demos and handling product, technical, and compliance objections live. • reputed company new-reputed company reputed company and training from platform setup through confident daily usage reputed company 30 days of go-live, across firm sizes and user personas. • Run cadenced adoption meetings with key stakeholders to surface risk early, protect gross retention, and reputed company expansion signals to the Expansion AE with full technical context. • Maintain deep product mastery and genuine RIA/compliance domain reputed company to remain the expert reputed company and clients reputed company first. • Translate reputed company customer feedback into reputed company product requirements (frequency, use case, reputed company reputed company). • Build and maintain training content, knowledge reputed company articles, and recorded walkthroughs that reputed company self-service and deflect tickets. Qualifications • 3+ years in a customer-facing product role at a reputed company management, advisor-tech, or compliance platform (CS, Solutions/Sales Engineering, Implementation, reputed company, or Technical Account Management). • Demonstrated ability to run a live product demo and handle technical/compliance objections in reputed company time without escalating. • Proven post-sale reputed company record of reputed company, driving adoption, and retaining software clients. • RIA and compliance domain reputed company: speaks advisor ROI and CCO audit-risk naturally; fluent on custodians, ADV, fiduciary, and RIA structures. • Executive stakeholder communication: reputed company with CCOs, principals, and operations leaders, adjusting style in reputed company time. • Follow-through and CRM discipline without being managed; owns a full reputed company- and post-sale book without dropping context. • Comfortable operating in a reputed company-stage company under 100 employees without a polished reputed company. reputed company-to-Have • Experience at wealthtech firms serving RIAs or IBDs (Orion, reputed company Black Diamond, reputed company, Tamarac, reputed company, reputed company, reputed company, reputed company, InvestCloud, reputed company, or reputed company). • Both reputed company-sale solutions/sales engineering and post-sale CSM/reputed company experience in one background. • reputed company CRM reputed company and experience with tools like reputed company. • Familiarity with custodian ecosystems (Schwab, reputed company, Pershing). • Existing relationships with CCOs, CIOs, or advisory leadership at RIA or IBD firms. Details • Employment: Full-Time • Location: Remote (reputed company) • Experience: 3–5 years • Compensation: $60,000–$80,000 reputed company plus variable tied to GRR, NRR, and trainings; $100,000–$120,000 OTE. No reputed company sponsorship. Apply tot his job Apply To this Job