Technical Customer Success Manager Jobs
Technical Customer Success Manager jobs are open across SaaS, cloud infrastructure, and enterprise software companies, from associate to director level, with specializations in onboarding, technical enablement, and renewal management. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 61+ Technical Customer Success Manager jobs
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:
- Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote).
- Travel is required, potentially 2-7 days per month, based on business needs.
Reports to: Sr. Director of Practice Development
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
Requirements:
Experience
- 3+ years in a client-facing technical role such as solutions consulting, systems support, or implementation; experience owning a book of clients or accounts preferred.
- Demonstrated ability to learn, configure, and troubleshoot cloud-based software platforms; you understand how tools work, not just how to use them.
- Hands-on experience with a CRM platform such as Zoho, Salesforce, or similar, including record management, workflow configuration, and data hygiene.
- Experience in financial services, wealth management, or working directly with financial Advisors preferred.
- Familiarity with financial planning tools such as RightCapital, eMoney, Income Lab, or Orion is a meaningful advantage.
Skills & Competencies
- Genuinely curious and empathetic; asks better questions than most and earns Advisor trust quickly.
- Highly disciplined about follow-through and documentation; closes the loop and records what happened.
- Comfortable operating without a complete playbook; figures things out, documents what they learn, and makes the next person's job easier.
- Strong analytical and communication skills; translates complex technical issues into plain language and Advisor frustration into actionable internal feedback.
- Thinks in outcomes, not activity; measures success by what changed for the Advisor, not by calls made or tickets closed.
- Curious, adaptable, and growth-minded; learns new technologies quickly and integrates emerging tools into day-to-day work.
Technology & Tools
- CRM proficiency required; Zoho or Salesforce experience strongly preferred.
- Familiarity with financial planning and reporting platforms such as RightCapital, eMoney, Orion, or Income Lab.
- Comfort with help desk tools is a plus.
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, streamline workflows, and enhance Advisor outcomes.
Education
- Bachelor's degree in a technical, business, or related field; equivalent hands-on experience considered.
Compensation:
$85,000-95,000
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-$100,000
- 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!
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:
- Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote).
- Travel is required, potentially 2-7 days per month, based on business needs.
Reports to: Sr. Director of Practice Development
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
Requirements:
Experience
- 3+ years in a client-facing technical role such as solutions consulting, systems support, or implementation; experience owning a book of clients or accounts preferred.
- Demonstrated ability to learn, configure, and troubleshoot cloud-based software platforms; you understand how tools work, not just how to use them.
- Hands-on experience with a CRM platform such as Zoho, Salesforce, or similar, including record management, workflow configuration, and data hygiene.
- Experience in financial services, wealth management, or working directly with financial Advisors preferred.
- Familiarity with financial planning tools such as RightCapital, eMoney, Income Lab, or Orion is a meaningful advantage.
Skills & Competencies
- Genuinely curious and empathetic; asks better questions than most and earns Advisor trust quickly.
- Highly disciplined about follow-through and documentation; closes the loop and records what happened.
- Comfortable operating without a complete playbook; figures things out, documents what they learn, and makes the next person's job easier.
- Strong analytical and communication skills; translates complex technical issues into plain language and Advisor frustration into actionable internal feedback.
- Thinks in outcomes, not activity; measures success by what changed for the Advisor, not by calls made or tickets closed.
- Curious, adaptable, and growth-minded; learns new technologies quickly and integrates emerging tools into day-to-day work.
Technology & Tools
- CRM proficiency required; Zoho or Salesforce experience strongly preferred.
- Familiarity with financial planning and reporting platforms such as RightCapital, eMoney, Orion, or Income Lab.
- Comfort with help desk tools is a plus.
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, streamline workflows, and enhance Advisor outcomes.
Education
- Bachelor's degree in a technical, business, or related field; equivalent hands-on experience considered.
Compensation:
$85,000-95,000
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-$100,000
- 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!
Technical Customer Success Manager Jobs by Experience Level
See All 61 Technical Customer Success Manager Jobs
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Find JobsTechnical Customer Success Manager Job Market
Who's Hiring
Top Industries Hiring
- Technology & Software
- Cybersecurity
- Telecommunications
What Employers Look For
The qualifications that appear most often in technical customer success manager jobs.
- 3 or more years of experience in customer success, solutions engineering, or technical support roles
- Proficiency with CRM and customer success platforms such as Salesforce or Gainsight
- Ability to understand and explain APIs, integrations, and SaaS product architecture
- Experience managing a portfolio of enterprise or mid-market accounts through the full lifecycle
- Strong data analysis skills using SQL, spreadsheets, or BI dashboards to track health metrics
- Bachelor's degree in a technical, business, or related field, or equivalent practical experience
Tips for Your Technical Customer Success Manager Job Search
Quantify your retention and expansion impact
Hiring managers for technical CSM roles want numbers, not narratives. Pull your net revenue retention, churn reduction, or expansion revenue figures from past roles and lead with them. If you owned a book of business, state the size and outcome.
Tailor your resume to the product stack
Technical CSM job listings almost always name specific platforms, APIs, or integration tools. Mirror that language in your resume exactly. A resume that lists the same tools the job description does will clear automated screening far more reliably than a generic one.
Apply early to roles that fit
Migrate Mate lists technical customer success manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target companies at the right growth stage
Early-stage startups want you to build the CS function from scratch. Mid-market and enterprise employers want process adherence and cross-functional coordination. Filter your search by company size and read the job description carefully to confirm which mode they're hiring for before you apply.
Prepare a technical walkthrough for your interview
Most technical CSM interviews include a live product demo or troubleshooting scenario. Practice walking through a product you've supported, explaining a complex feature to a non-technical stakeholder, and diagnosing a common customer configuration issue out loud.
Negotiate on scope, not just base compensation
In technical CSM roles, your book of business size, escalation authority, and access to engineering support directly affect your ability to perform. When you receive an offer, ask about these specifics alongside compensation, since scope mismatches cause early attrition in this role more than pay does.
Technical Customer Success Manager Jobs: Frequently Asked Questions
Which companies are hiring the most technical customer success managers?
Apple, HP, and Armis are hiring the most technical customer success managers right now, with openings concentrated in California, Texas, and Georgia, based on current listings on Migrate Mate as of November 2026. Demand is especially strong at cloud infrastructure, SaaS, and data platform companies scaling their post-sales teams.
How many technical customer success manager jobs are remote?
About 91% of technical customer success manager openings are fully remote or hybrid as of November 2026, reflecting sustained demand for distributed post-sales talent. Roles focused on digital-led or scaled customer success tend to be the most remote, while enterprise and strategic accounts roles more often require proximity to major customer sites or company offices.
How do you become a technical customer success manager?
Start by building a foundation in either customer-facing work or a technical discipline. Most people enter from technical support, solutions engineering, or account management, then move into a CSM role once they can demonstrate both product depth and relationship skills. Getting hands-on with APIs, integration workflows, and a CRM platform will strengthen your candidacy significantly. Earning a customer success certification can also help signal readiness to hiring managers.
Can you get a technical customer success manager job with limited experience?
Yes, especially if you can demonstrate technical aptitude and customer empathy through adjacent work. Roles at smaller SaaS companies or in scaled and digital CS programs are more open to candidates coming from technical support, implementation, or solutions consulting backgrounds. Building a portfolio that shows how you've diagnosed customer issues, documented solutions, or improved onboarding for a product will carry more weight than tenure alone.
What does the technical customer success manager interview process look like?
Most processes run three to five stages. You'll typically start with a recruiter screen, move to a hiring manager conversation focused on your background and approach to customer relationships, and then complete a technical or case-based assessment. That assessment often involves a mock business review, a product walkthrough, or a troubleshooting scenario. Final rounds usually include cross-functional interviews with sales, product, or engineering stakeholders who you'd partner with on the job.
Where can I find and apply to technical customer success manager jobs?
You can find and apply to technical customer success manager jobs on Migrate Mate, which lists current openings from companies across the United States. Search the listings to find roles that match your experience and specialization, then apply directly to each one that fits. New listings are added regularly, so checking back frequently gives you access to the most current opportunities.
See All 61 Technical Customer Success Manager Jobs
Find roles that match your experience and apply in just a few clicks.
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