Technical Success Engineer

This is a fully remote position, open to applicants in United States.

📋 Description

• Design and implement scalable solutions adhering to best practices within the existing Addepar environments.

• Deliver quantifiable outcomes for clients that align with their objectives.

• Act as a trusted advisor and subject matter expert on the Addepar platform.

• Identify and mitigate technical risks proactively before they escalate.

• Communicate the health of projects, associated risks, and milestones to senior stakeholders.

• Build and nurture strong client relationships to enhance retention and referenceability.

• Collaborate with Account Executives, Client Success Managers, and Support Leads to develop sustainable client success models.

• Partner with Product and R&D teams to extract client insights and enhance tools and self-sufficiency.

• Optimize internal processes, tools, and engagement models.

• Develop repeatable methodologies, templates, and process enhancements.

• Create tools, scripts, and automations to reduce manual labor and increase productivity.

⛳️ Requirements

• Bachelor’s degree or equivalent practical experience is required.

• Professional experience in Project Management, Financial Services, Professional Services, or Consulting is essential.

• Previous client-facing and financial services experience is highly preferred.

• Exceptional communication, organizational, and time-management abilities.

• Familiarity with historical data conversion methodologies and source systems, or relevant experience in professional services, client implementations, solution consulting, wealthtech, or previous exposure to the Addepar platform.

• Must be legally authorized to work in the United States for any employer without current or future visa sponsorship.

• Must be authorized to start work in the U.S. on the first day of employment.

• Nice to have: experience with investment management software implementation.

• Nice to have: familiarity with AI implementation, specifically with Claude Cowork.

• Nice to have: programming or scripting skills, particularly in Python.

• Nice to have: experience with data architecture, ETL processes, or reporting infrastructure.

• Nice to have: a passion for technology and finance.

🏝️ Benefits

• Base salary ranging from $69,000 to $107,000 USD.

• Bonus opportunities.

• Equity options.

• Comprehensive benefits.

• Reasonable accommodations for individuals with disabilities.

• Commitment to an equal opportunity and inclusive workplace.

• Consideration for remote work options.

• Addepar will not require employees to purchase equipment or supplies during the onboarding process.