Technical Success Engineer
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Job Description
Technical Success Engineer helping investment firms maximize Addepar’s financial data and AI platform. Delivering client solutions, automating workflows, and partnering cross-functionally to improve investment operations.
Responsibilities:
- Design and implement scalable, best-practice solutions within existing Addepar environments
- Deliver measurable client outcomes aligned to client goals
- Serve as a trusted advisor and subject matter expert across the Addepar platform
- Identify and resolve technical risks before escalation
- Communicate project health, risks, and milestones to senior stakeholders
- Build and maintain strong client relationships to drive retention and referenceability
- Collaborate with Account Executives, Client Success Managers, and Support Leads on sustainable client-success models
- Partner with Product and R&D teams to surface client insights and improve tooling and self-sufficiency
- Optimize internal processes, tools, and engagement models
- Develop repeatable methodologies, templates, and process improvements
- Build tools, scripts, and automations to eliminate manual work and increase throughput
Requirements:
- Bachelor’s degree or equivalent practical experience
- Professional experience in Project Management, Financial Services, Professional Services, or Consulting
- Prior client-facing and financial services experience strongly preferred
- Outstanding communication, organizational, and time-management skills
- Understanding of historical data conversion methodologies and source systems, or related experience in professional services, client implementations, solution consulting, wealthtech, or prior Addepar platform exposure
- Legally authorized to work in the United States for any employer without current or future visa sponsorship
- Authorized to begin work in the U.S. on the first day of employment
- Nice to have: investment management software implementation experience
- Nice to have: experience using and implementing AI, specifically Claude Cowork
- Nice to have: programming or scripting capability, particularly Python
- Nice to have: experience with data architecture, ETL processes, or reporting infrastructure
- Nice to have: passion for technology and finance
Benefits:
- Base salary of $69,000–$107,000 USD
- Bonus
- Equity
- Benefits
- Reasonable accommodation for individuals with disabilities
- Equal opportunity and inclusive workplace
- Remote work option considered
- Addepar will not require employees to purchase equipment or supplies during onboarding
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