Technical Customer Success

THE OPPORTUNITY

You’ve spent years in fintech or financial services helping clients get real value out of complex platforms — not just onboarding them, but staying in it with them. You know how to translate a client’s frustration into a workflow fix, and you know when to push back with a better idea. You’re patient with people who aren’t as tech-fluent as you are, and you hold yourself to a higher standard than your ticket queue.

At RFG Advisory — a fast-growing RIA platform for independent financial advisors — you’ll own a book of advisor practices end-to-end. You’ll configure tools, solve problems, uncover growth blockers, and serve as the most trusted resource your advisors have. This is a client success role with the depth of a solutions consultant and the relationships of a strategic partner.

Location

• If in Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote).
• If remote, occasional travel to Birmingham will be required including onboarding.
• Travel is required, potentially 2-7 days per month, based on business needs.

WHAT YOU’LL DO

• Own Advisor Relationships:
• 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
• Drive Technology Adoption (Not Just Usage):
• Help advisors integrate tools like 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
• Be the Translator Between Tech and People:
• 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
• Influence the Product & Experience:
• 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

WHAT SUCCESS LOOKS LIKE

• You don’t measure yourself by calls made or tickets closed. You measure yourself by what changed for the advisor — adoption rates, resolved bottlenecks, practices that are genuinely more efficient six months in. You come to every engagement with a point of view on where that practice is headed, and you hold yourself to it over time.
• 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: you don’t just use tools, you understand how they work
• 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 (RightCapital, eMoney, Income Lab, Orion, etc.) is a bonus
• AI & Automation Capability
• Leverages AI and automation tools (e.g., ChatGPT, Copilot, Claude) to improve productivity, quality, analysis, and communication.
• Actively identifies opportunities to streamline workflows, reduce manual effort, and enhance client and business outcomes.
• Learning Agility & Innovation Mindset
• 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.

Qualifications

• 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: you don’t just use tools, you understand how they work
• 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 (RightCapital, eMoney, Income Lab, Orion, etc.) is a bonus
• AI & Automation Capability
• Leverages AI and automation tools (e.g., ChatGPT, Copilot, Claude) to improve productivity, quality, analysis, and communication.
• Actively identifies opportunities to streamline workflows, reduce manual effort, and enhance client and business outcomes.
• Learning Agility & Innovation Mindset
• 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.

Benefits

• Competitive salary + bonus pool
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) + 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 + home office setup
• Pet Insurance
• Continuing education and professional development support
• Tons of fun RFG Advisory swag!

Pay

$85,000-$95,000

Schedule

Remote - TN

- Full-time

- Intermediate