Company: StratiFi Technologies
Salary: $24,000 - $36,000
Type: Remote
Employment: Full-time
Description: AI-powered workflows for wealth management
StratiFi Technologies is a fast-growing fintech that combines AI-powered workflows with wealth management solutions. As the Target Account Development Representative (TADR), you will be a key driver of outbound pipeline into StratiFi's mid-market and enterprise target accounts. You will work to uncover executive-level opportunities, qualify potential clients, and hand off high-potential leads to cross-functional teams. This role sits at the intersection of sales, product understanding, and market strategy, helping StratiFi expand its footprint within financial advisory firms while informing go-to-market and messaging strategies.
Investigative & Problem-Solving Skills:
Soft Skills:
In Short: We're looking for a full-stack debugger who's equally comfortable in Python/Django and JavaScript/React, has strong investigative instincts, and genuinely cares about preventing customer problems.
StratiFi Technologies is a San Francisco-based fintech company building the AI operating system for independent wealth management. Our platform helps RIAs and wealth management firms replace disconnected tools with one unified system — covering risk analysis, compliance automation, investment proposals, and more.
We're trusted by firms managing over $100B in assets, recognized with multiple T3 All-Star and WealthManagement.com awards, and backed by investors including HOF Capital and Cboe Global Markets.
We're a small, high-ownership team that moves fast. No bureaucracy — just engineers and operators working closely together to solve real problems for real customers.
The Success Engineering team is StratiFi's customer-focused operations backbone. You'll be working directly to prevent customer churn and drive platform adoption by:
The Success Engineer prevents customer churn by catching bugs early, fixing issues fast, and ensuring smooth customer implementations. You'll work across our full stack—Python/Django backend, JavaScript/React frontend, databases, and monitoring systems.
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