Customer Solutions Specialist Jobs
Customer Solutions Specialist jobs are open across software, telecom, financial services, and healthcare, from entry-level to senior and team lead, with specializations in onboarding, technical support, and account management. See the openings below and apply to the ones that match your experience.
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Customer Success Manager & Solutions Consultant
Remote (US) · Full-time
Compensation: $60,000–$80,000 base + competitive equity · $100,000–$120,000 OTE
About the Company
Our client is a Series A fintech company (founded 2017) building a decision-intelligence and compliance platform for independent wealth management and registered investment advisors — spanning portfolio risk analytics, compliance workflows, and advisor productivity. They’ve established strong product-market fit with mid-market and enterprise RIAs in a large ($100B) market, and they operate as a lean, high-accountability team where you’ll work closely with company leadership.
Founded 2017 · 11–50 people · Industry: FinTech
The Role
This is a deliberately rare hybrid seat that owns the full customer lifecycle. You’ll act as the technical subject-matter expert on sales calls — running live demos and handling objections in real time — and then own onboarding, adoption, and retention once the deal closes. Because the same person supports the deal and owns the account afterward, nothing gets lost at handoff. You’ll report to both the Head of Sales (pre-sale) and the Head of Customer Success (post-sale), and the role rewards someone with both the follow-through of a strong CSM and the composure of a sharp sales engineer.
What you’ll be doing
- Serve as the SME on demo and technical calls, running tailored product walkthroughs and fielding product, technical, and compliance objections live.
- Own new-client onboarding and training, taking firms from setup to confident daily usage within about 30 days of go-live.
- Run cadenced adoption meetings with key stakeholders to surface risk early, protect retention, and flag expansion opportunities with full technical context.
- Maintain deep product and domain mastery so advisors and internal teams treat you as the first call.
- Turn structured customer feedback into clear product requirements, with frequency, use case, and revenue impact.
- Build training content, knowledge base articles, and recorded walkthroughs that scale self-service.
Product suite & tools: A multi-product wealthtech platform (advisor, compliance, scanning, proposals, and IPS modules); HubSpot CRM; Gong.
Requirements
- At least 3 years in a customer-facing role at a wealthtech, advisor-tech, or compliance software company
- Able to lead live product demos and handle technical and compliance objections in real time — real subject-matter depth, not a script
- Strong fluency in RIA and compliance concepts, including ADV, fiduciary standards, and custodians
- A proven post-sale track record of onboarding, driving adoption, and retaining software clients
- Confident communicating with executive stakeholders, including CCOs and firm principals
- Based in the US
Nice to Haves
- A background that spans both pre-sale (solutions or sales engineering) and post-sale (CSM or onboarding) in one career
- Prior experience at a wealthtech or advisor-tech company
- Existing relationships with CCOs and other executive decision-makers at advisory firms
- Comfort building the playbook yourself in a lean, growth-stage environment
- HubSpot CRM fluency and familiarity with tools like Gong
- Familiarity with custodian ecosystems such as Schwab, Fidelity, and Pershing
Why Join
- A rare hybrid seat owning the client relationship end-to-end, from first demo through long-term retention
- A growth-stage company with strong product-market fit in a large, established market
- A lean, high-ownership team with direct exposure to leadership and real scope from day one
Details
- Location — United States
- Work policy — Fully remote, US-based
- Compensation — $60,000–$80,000 base + equity; $100,000–$120,000 OTE
- Visa sponsorship — Not available
- Employment type — Full-time
Customer Solutions Specialist Jobs by Experience Level
Top Cities Hiring Customer Solutions Specialists
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Find JobsCustomer Solutions Specialist Job Market
Who's Hiring
- Amazon Web Services42
- Fastly25
- Google19
- Westinghouse Electric Company4
- AbbVie3
Top Industries Hiring
- Technology & Software45
- Cybersecurity23
- Distribution & Wholesale10
- Artificial Intelligence5
- Electronics & Hardware3
What Employers Look For
The qualifications that appear most often in customer solutions specialist jobs.
- Two or more years of customer-facing service or account support experience
- Proficiency with CRM software such as Salesforce or similar platforms
- Strong written and verbal communication skills across multiple channels
- Ability to troubleshoot product or service issues and escalate appropriately
- Experience meeting service-level agreements and customer satisfaction targets
- Associate or bachelor's degree in business, communications, or a related field
Tips for Your Customer Solutions Specialist Job Search
Quantify your resolution and retention results
Hiring managers for customer solutions specialists look for measurable outcomes, not just responsibilities. Pull numbers from your past roles: average handle time, first-contact resolution rates, or churn you helped prevent. Concrete results separate your resume from generic service backgrounds.
Match your resume to the product type
A customer solutions specialist at a SaaS company deals with very different workflows than one at a telecom provider. Tailor your resume language to the product category in each listing, whether that's subscription software, financial accounts, or hardware, so your experience reads as directly relevant.
Apply early to roles that fit
Migrate Mate lists customer solutions specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target listings that name your CRM platform
Many customer solutions specialist postings require hands-on experience with a specific CRM or ticketing system. Prioritize roles that name the tools you already know, since your ability to work in those systems from day one is a practical advantage over candidates who need ramp-up time.
Prepare a scenario around a difficult case
Interviewers almost always ask you to walk through a time you resolved a complex or escalated customer issue. Prepare a specific example that covers the problem, the steps you took, and the outcome. Vague answers about general process hurt you more in this role than in most others.
Negotiate using scope, not just title
Customer solutions specialist compensation often varies by account complexity and product tier, not just seniority title. When negotiating, ask about the account portfolio size, escalation volume, and on-call expectations. These factors affect workload significantly and give you grounded reasons to discuss your offer.
Customer Solutions Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most customer solutions specialists?
Amazon Web Services, Fastly, and Google are hiring the most customer solutions specialists right now, with openings concentrated in California, New York, and Texas, based on current listings on Migrate Mate as of August 2026. Demand is highest at companies with large subscription or service-contract customer bases.
How many customer solutions specialist jobs are remote?
About 70% of customer solutions specialist openings are fully remote or hybrid as of August 2026, reflecting how much of this work is done over phone, email, and chat. Roles focused on software onboarding and technical account support tend to have the highest share of remote and hybrid arrangements compared to positions tied to field service or in-person account visits.
How do you become a customer solutions specialist?
Start by building experience in a customer-facing role, such as support, inside sales, or account coordination, where you handle real issues under volume pressure. Develop familiarity with CRM tools and ticketing systems, since most employers expect you to work in these from your first week. A degree in business or communications helps, but demonstrated service experience and measurable results carry more weight in most hiring decisions.
Can you get a customer solutions specialist job with little experience?
Yes, entry-level customer solutions specialist roles exist and are realistic targets if you've worked in retail, hospitality, or any environment where you resolved customer problems directly. Focus your application on specific situations where you handled difficult requests, de-escalated complaints, or exceeded service expectations. Certifications in customer service fundamentals or familiarity with common CRM platforms can offset a shorter work history when your resume otherwise shows the right instincts.
What does the customer solutions specialist interview process look like?
Most hiring processes include an initial phone screen focused on your service background, followed by one or two interviews that mix behavioral questions with scenario-based prompts. Interviewers typically ask you to walk through a difficult customer situation, describe how you prioritize competing issues, and explain how you've used data or tools to track resolution. Some employers add a short role-play exercise to see how you handle a simulated customer interaction before extending an offer.
Where can I find and apply to customer solutions specialist jobs?
You can find and apply to customer solutions specialist jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing that fits. Checking back regularly gives you the best chance of catching new postings as they go live.
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