Success Engineer
The Role
This is not a behind-the-scenes support role—it is a highly visible, client-facing mandate designed for creative problem solvers. The Technical Success team provides premium services that enable business-as-usual (BAU) clients (RIAs, MFOs, Enterprises, SFOs, and Institutions) to expand value and accelerate growth after initial implementation. Success Engineers are responsible for delivering high-value outcomes that align with client expectations, ensuring firms are using Addepar’s most up-to-date best practices and gold standard operating models.
In partnership with Client Success Managers, Account Executives, Support Analysts, and Product Managers, the Success Engineer helps optimize clients’ overall experience and identify areas for R&D investment that lessen reliance on premium services. They are focused on identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets.
Success Engineers have a deep understanding of both finance and technology, take ownership of our client's success and thrive when tasked with designing creative, out-of-the-box workflows for complex financial workflows.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
Demonstrate technical and industry expertise to advise and consult directly with clients as you architect & implement scalable, best-practice solutions for existing Addepar environments
Own and deliver high-value client outcomes aligned with client expectations, often requiring you to creatively navigate roadblocks and technical limitations.
Proactively handle expectations and communication both internally and externally
Ensure retention of clients driven by high client satisfaction and reference-ability
Establish and drive progress throughout the life of a project to ensure client success
Prioritise and context-switch to complete simultaneous projects, seeing each through to the finish line
Proactively communicate project health and status to internal and external senior leadership
Partner with Account Executives and Support Leads to create a BAU model to ensure clients get the services that they need
Partner with R&D on scalable tools that directly reduce client reliance on premium services and promote self-sufficiency in a BAU state
Think critically about how to improve our current processes and tools both internally and externally as our client base expands
Influence a reduction in project effort and timelines through the development of scalable processes, pre-configured templates, and improved methodologies
Be a consultant and guide on all things Addepar
Who You Are
2+ years of professional experience in Project Management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus
Candidates must have outstanding communication, organisational, and time-management skills
Understanding of historical data conversion methodologies and different source systems (or hunger and willingness to learn)
Thorough with an eye toward continuous improvement
The ideal candidate must be fiercely independent, adaptable, and highly creative. You must thrive in a fast-paced environment, possess a solution-oriented mindset, and be comfortable navigating ambiguity.
Strong interpersonal skills to train and communicate effectively with partners via email, on the phone, and face-to-face
Passion for technology and finance
Occasional travel to visit clients may be necessary
[Bonus] Previous experience in investment management software implementations
[Bonus] Capability to program/script, specifically in python
[Bonus] Databricks and Claude experience