Technical Customer Success

Technical Customer Success

Seeking a Technical Customer Success Manager to own a book of independent financial advisor practices end‑to‑end, configuring tools, solving problems, uncovering growth blockers, and serving as the most trusted resource for Advisors.

• Birmingham, AL – hybrid schedule (3 days in office, 2 remote)
• Remote – occasional travel to Birmingham for onboarding and meetings
• Travel required, potentially 2–7 days per month based on business needs

• Serve as the primary point of contact for a portfolio of financial advisors
• Build trust with clients who vary widely in technical comfort
• Guide advisors through onboarding, adoption, and ongoing optimization

• Help advisors integrate tools such as Salesforce, financial planning, and reporting into their daily workflows
• Identify where adoption is breaking down and fix the root cause (not just the symptom)
• Coach clients through change with patience and clarity

• Turn complex platform capabilities into simple, actionable steps
• Spot opportunities where better use of technology can unlock growth or efficiency
• Meet clients where they are—then move them forward

• Surface patterns, friction points, and opportunities from client interactions
• Partner with internal teams to improve systems, workflows, and user experience
• Act as the voice of the advisor inside the organization

• Your performance is measured by what changed for the advisor—adoption rates, resolved bottlenecks, and practices that become more efficient six months in

• Bachelor’s degree in a technical, business, or related field (or equivalent hands‑on experience)
• 3+ years in a client‑facing technical role: solutions consulting, systems support, implementation, or similar; experience owning a book of clients or accounts preferred
• Demonstrated ability to learn, configure, and troubleshoot cloud‑based software platforms
• Hands‑on experience with a CRM platform (Zoho, Salesforce, or similar), including record management, workflow configuration, and data hygiene; comfort with help desk tools is a plus
• Experience in financial services, wealth management, or working directly with financial advisors is preferred
• Familiarity with financial planning tools (Right Capital, eMoney, Income Lab, Orion, etc.) is a bonus

• Leverage AI and automation tools (e.g., ChatGPT, Copilot, Claude) to improve productivity, quality, analysis, and communication
• Actively identify opportunities to streamline workflows, reduce manual effort, and enhance client and business outcomes

• Genuinely curious and empathetic: ask better questions and earn advisor trust quickly
• Highly disciplined regarding follow‑through and documentation: close the loop and record what happened
• Comfortable operating without a complete playbook: figure things out, document learnings, and improve the next person’s experience
• Strong analytical and communication skills: translate complex technical issues into plain language for advisors and internal tickets
• Think in outcomes, not just activity: measure by what changed for the advisor, not call or ticket count

• Curious, adaptable, and growth‑minded, with a demonstrated ability to learn new technologies quickly, experiment thoughtfully, and integrate emerging tools into day‑to‑day work

• Salary: $85,000–$95,000 plus bonus pool
• Competitive salary and bonus program designed to recognize exceptional performance
• Generous paid time off, holidays, and a charitable service day
• Health, dental, vision, life and disability insurance; ancillary benefits such as IDShield, Legal Shield, and pet insurance; parental leave
• Flexible Spending Account (Health and Dependent Care) and HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short‑ and long‑term disability, life insurance
• Surface Pro and home office setup
• Pet insurance
• Continuing education and professional development support
• Swag and other team‑building perks

RFG Advisory is an…