Customer Success Engineer

Auquan; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

A leading AI company in finance is seeking a Customer Success Engineer in New York. This role involves guiding investment firms in utilizing AI technology, ensuring customer satisfaction, and driving measurable outcomes. Ideal candidates will have a strong background in financial services and excellent communication skills. Join a high-impact team focused on transforming decision-making processes in finance.

Benefits

Competitive equity package

Healthcare

401k

Flexible PTO

Travel opportunities

Qualifications

• 2-3+ years in financial services or consultative roles.
• Track record of high performance across various domains.

Responsibilities

• Guide customers through onboarding and optimize platform use.
• Build strong relationships with stakeholders across pre- and post-sales.

Skills

Critical Thinking

Communication

Problem Solving

Adaptability

Education

Bachelor's Degree

Tools

Python

Job description

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About The Company

Auquan is a pioneering AI company transforming financial services by automating deep, complex knowledge work. Our intelligent AI agents help finance professionals eliminate tedious manual processes and make faster, smarter decisions. Backed by top-tier investors and trusted by 40% of the top 50 global financial firms, we’re at the forefront of autonomous agentic AI in finance.

About The Company

Auquan is a pioneering AI company transforming financial services by automating deep, complex knowledge work. Our intelligent AI agents help finance professionals eliminate tedious manual processes and make faster, smarter decisions. Backed by top-tier investors and trusted by 40% of the top 50 global financial firms, we’re at the forefront of autonomous agentic AI in finance.

With engineering and product teams growing across the US, UK, and India, we’re building an elite force of innovators ready to redefine what’s possible with AI and machine learning.

About The Role

As a Customer Success Engineer, you’ll be on the front lines of financial transformation, helping the world’s leading investment firms rewire their decision-making processes using Auquan’s AI technology. You’ll guide customers through onboarding and beyond—advising, enabling, and optimizing their use of Auquan’s platform to drive measurable outcomes in ESG, risk, compliance, and strategic workflows.

This is a cross-functional, high-impact role where you’ll combine client advisory, product understanding, and data-driven strategy to embed AI as a core capability within global financial institutions.

What You’ll Do

• Be the product expert – Translate customer objectives into operational and technical workflows using Auquan’s platform.
• Deliver tailored enablement – Train senior execs, analysts, and investment teams on best practices to reshape how they operate with AI.
• Build engagement toolkits – Create scalable strategies and materials that help customers get the most out of the platform.
• Drive adoption and value – Track and report usage and success metrics, demonstrating measurable ROI and business outcomes.
• Own the customer experience – Build strong, trust-based relationships with stakeholders across pre- and post-sales.
• Collaborate across teams – Work closely with product, engineering, and marketing to represent the voice of the customer.
• Support and troubleshoot – Ensure continuous value delivery through hands-on support and effective resolution coordination.
• Expand Auquan’s footprint – Identify growth opportunities within accounts and support expansion across divisions and markets.
  
  

What We’re Looking For

• 2-3+ years in financial services, strategy, and/or similar consultative customer-facing, pre-sales engineer roles
• Track record of high performance across different domains (academia, business, sports, or personal projects).
• Strong critical thinker with the ability to break down complex problems using structured analysis and data.
• Clear, persuasive communicator with strong written and verbal storytelling skills.
• Deep understanding of finance workflows and how data and AI can augment them.
• Comfortable working in technical contexts; bonus if familiar with Python, LLMs, or AI tools.
• Proactive, adaptable, and execution-oriented—thrives in ambiguity and takes initiative to solve problems independently.
• Operational mindset—you don’t just point out inefficiencies, you fix them.
  
  

What Auquan Offers

• Competitive equity package, healthcare, 401k and flexible PTO
• The opportunity to make your mark with the world’s top financial institutions.
• A front-row seat to the growth of one of the most innovative AI companies in finance.
• High-caliber, mission-driven team focused on impact and excellence.
• Regular offsite retreats (past locations: Thailand, Turkey).
• Travel opportunities to global team and customer sites across the US, UK, and EU.
• The salary range for this role is between $120,000 and $150,000 for NY-based candidates. Factors that may impact the agreed upon salary within the range for a particular candidate include years of experience, level of education obtained, skill set, and other external factors.
  
  

By submitting this application, I confirm that all the information given by me in this application for employment and any additional documents attached hereto are true to the best of my knowledge and that I have not wilfully suppressed any material fact. I confirm I have disclosed if applicable any previous employment with AUQUAN LTD. I accept that if any of the information given by me in this application is in any way false or incorrect, my application may be rejected, any offer of employment may be withdrawn or my employment with AUQUAN LTD may be terminated summarily or I may be dismissed. By submitting this application, I agree that my personal data will be processed in accordance with AUQUAN LTD's Candidate Privacy Notice

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Software Development

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