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Technical Customer Success

RFG Advisory -
Remote

Quick Apply

Job Details

Full-time
$85,000 - $95,000 a year

Benefits

Paid parental leave
Health savings account
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
Life insurance
Pet insurance

Qualifications

Optimizing workflow processes
Record keeping
Tooling
Cloud service support
CRM system proficiency
AI-driven automation
Automation tools

Full Job Description

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:

This role can be in our Birmingham office or remote.

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.

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.

Requirements:

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.

Compensation:
$85,000-95,000

Core Competencies:

Genuinely curious and empathetic: you ask better questions than most, and advisors trust you quickly because they can tell you actually care about their outcomes
Highly disciplined about follow-through and documentation: you close the loop and record what happened
Comfortable operating without a complete playbook: you figure things out, document what you learn, and make the next person’s job easier
Strong analytical and communication skills: you can translate a complex technical issue into plain language for an advisor and translate an advisor’s frustration into a clear internal ticket
Thinks in outcomes, not just activity. You don’t measure success by how many calls you made or tickets you closed. You measure it by what changed for the advisor. You come to every engagement with a point of view on where that practice is headed and what it needs next, and you hold yourself accountable to that over time, not just in the moment.

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.

Company:

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution.

We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day.

If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

www.RFGadvisory.com/awards

Benefits and Compensation:

Salary: $85,000-$95,000

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!

Quick Apply

Refine Your Search

Pro Tech Consulting jobs

Technical Customer Success

Assistant Historian (Part-Time / On-Call) Remote

GIS Tech 1 4P/326

Customer Data Analyst

Sales Representative

Experienced Service Plumber

GIS Analyst

GIS Analyst

Commercial Real Estate Agent

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Real Estate Agent (Scholarship Opportunity Included)

Delivery Consultant, Workday TECH Reporting Support

IT Consultant

Sr. Software Developer, Master's degree + 6 months exp.,

4107: Virtual Production Studio Associate

GIS Tech 1 4P/438

GIS Tech 2 4P/307

GIS Tech 2 4P/308

GIS Tech 1 4P/362

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