Senior Customer Success Engineer
Core
Designing and shipping AI agents, automations, and internal tools to make the Customer Success team more effective and scale customer operations through intelligence.
Role type
Senior IC Customer Success Engineer (AI/LLM focus)
Builds
Intelligent onboarding flows, self-service support experiences, proactive engagement tools, and internal automation workflows for the CS team.
Domain
Wealth management / Financial services / AI / LLMs
Deliverable
production ML models | product features
Required skills
Python, LLMs (OpenAI, Anthropic, Gemini), agent frameworks (LangChain, LlamaIndex, CrewAI), prompt engineering, RAG architectures, APIs, webhooks, data pipelines, CRM platforms (Salesforce)
Preferred skills
Apex, Flow, Salesforce APIs
Technologies
Python, OpenAI, Anthropic, Gemini, LangChain, LlamaIndex, CrewAI, Salesforce, APIs, webhooks
Responsibilities
Design, build, and iterate on AI agents and applications for internal tools and customer-facing experiences; Scope and prioritize high-leverage opportunities; Think from the customer's perspective to iterate based on feedback; Define success metrics and track adoption; Understand business context (cost-to-serve, ROI); Own technical decisions end-to-end (LLM selection, orchestration); Partner with DevOps and Security; Collaborate with CS leadership to translate pain points into solutions; Drive adoption and scalability through training and documentation.
Seniority
Senior, hands-on IC
