Technical Success Engineer
Core
Technical Success Engineer serving as an extension of clients' operational teams to maximize platform value, drive efficiency, and provide strategic financial insights.
Role type
Senior IC Technical Success Engineer (Financial Services)
Builds
Scalable, best-practice solutions within Addepar environments and automation tools/scripts
Domain
Financial Services / WealthTech / Investment Management
Required skills
Financial services domain expertise, Project management, Client consulting, Data conversion methodologies, Python scripting, Data architecture, ETL processes, Reporting infrastructure
Preferred skills
Investment management software implementations, AI tool usage (e.g., Claude), Data architecture experience
Technologies
Python, Addepar platform, ETL tools, Reporting infrastructure
Responsibilities
Design and implement scalable solutions within client environments, Proactively identify and resolve technical risks, Partner with Product/R&D to surface client insights, Develop repeatable methodologies and automation scripts, Drive cross-functional collaboration to solve complex client challenges, Communicate project health and milestones to senior stakeholders
Seniority
Senior, hands-on IC