The Customer Adoption & Growth Coordinator drives advisor activation and expansion revenue within StratiFi's existing account base. This role owns two critical motions: enrolling advisors in AdvisorIQ training sessions to protect enterprise renewals, and booking product demos within Compliance IQ-only accounts to unlock AdvisorIQ expansion opportunities. The CS team owns account prioritization and provides the outreach list — this role executes against it with discipline, tracks every contact, and reports results back.
Key Accountabilities:
Enroll 5–7 advisors per week (20–30 per month) in AdvisorIQ training sessions hosted by the CS team
Book 5 qualified AdvisorIQ expansion demos per week (1 per day, >70% show rate) within Compliance IQ-only accounts
Execute outreach against the account and advisor list provided by the Head of CS, ensuring full coverage and documented outcomes
Coordinate training schedules between the CS team and advisors across accounts
Maintain clean CRM records of all outreach, enrollment, and expansion activity