Customer Success Engineer

APX Stream; Boerne (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

APX Stream, a growing B2B SaaS platform, seeks a hands-on engineer to diagnose and fix client-reported issues across our automated consultant database workflows. You will reproduce problems, map data, and implement fixes while communicating clearly with clients via email and video calls.

You will leverage AI tools like Claude/OpenAI to speed debugging, log analysis, and client communication. This role blends engineering with direct client support on a tight, collaborative team.

Qualifications

• Strong coding skills with reading and debugging .NET/C# and SQL.
• Understanding of automation pipelines; experience with browser automation tools like Puppeteer or PuppeteerSharp is an advantage.
• Hands-on familiarity with AI tools, especially frontier models like Claude, with sound judgment on when to rely on model output and when to verify it.
• Clear, confident communication skills, able to explain technical issues to non-technical clients.
• Comfort with video calls and live client conversations.
• Methodical, curious troubleshooting mindset; stay calm under pressure.
• Ability to thrive on a small team and handle both technical fixes and client-facing support.
• Familiarity with institutional asset management or investment consultants is a plus.
• Experience with Azure, SQL Server, or support and ticketing systems is a plus.

Responsibilities

• We own inbound support by reproducing, diagnosing, and resolving client-reported issues across our platform and consultant database automations.
• We troubleshoot automation workflows, including submission runs, data mapping, scheduling, and failures, and implement fixes.
• We handle client-facing communication through email and video calls.
• We use tools like Claude to speed up debugging, log analysis, and client communication.
• We convert recurring issues into documentation and internal tooling.
• We monitor and reduce resolution times while maintaining a high level of client satisfaction.
• We support the bridge between engineering and client relationships, helping clients get walkthroughs and keeping accounts running smoothly.
• We explore where AI can improve how we support clients and scale our operations.

Skills

C# / .NET

SQL

Automation pipelines

Browser automation

AI tools (Claude)

Client-facing communication

Video calls

Troubleshooting under pressure

Small team collaboration

Asset management familiarity

Tools

Azure

SQL Server

Job description

Requirements

Must have:

• Strong coding skills, including the ability to read and debug .NET/C# and work with SQL.
• Understanding of automation pipelines; experience with browser automation tools such as Puppeteer or PuppeteerSharp is an advantage.
• Hands-on familiarity with AI tools, especially frontier models like Claude, with sound judgment on when to rely on model output and when to verify it.
• Clear, confident communication skills, with the ability to explain technical issues to non-technical clients.
• Comfort with video calls and live client conversations.
• Methodical, curious troubleshooting mindset with the ability to stay calm under pressure.
• Ability to thrive on a small team and handle both technical fixes and client-facing support.
• Familiarity with institutional asset management or investment consultants is a plus.
• Experience with Azure, SQL Server, or support and ticketing systems is a plus.

Responsibilities:

• We own inbound support by reproducing, diagnosing, and resolving client-reported issues across our platform and consultant database automations.
• We troubleshoot automation workflows, including submission runs, data mapping, scheduling, and failures, and implement fixes.
• We handle client-facing communication through email and video calls.
• We use tools like Claude to speed up debugging, log analysis, and client communication.
• We convert recurring issues into documentation and internal tooling.
• We monitor and reduce resolution times while maintaining a high level of client satisfaction.
• We support the bridge between engineering and client relationships, helping clients get walkthroughs and keeping accounts running smoothly.
• We explore where AI can improve how we support clients and scale our operations.

Company:

We are APX Stream, a growing B2B SaaS platform that automates consultant database submissions for more than 130 institutional asset managers across over 60 integrations, including eVestment, Callan, Mercer, and Morningstar. Our small, fast-moving team works closely with frontier AI models from Claude, OpenAI, and open-source providers, and we value people who use these tools to debug faster, analyze logs, and eliminate repetitive work. This is an in-person role with a strong mix of engineering and client interaction, and we offer a competitive salary of $50,000 to $70,000 per year along with 401(k), dental, health, and vision insurance.