Hybrid Technical Success Engineer: Finance Platform Impact

Addepar, Inc.; Mountain View (CA); Hybrid; USD 69,000 - 107,000; Full time

Job summary

Addepar, Inc. is seeking a Technical Success Engineer to help clients maximize platform value beyond initial implementation and embed Addepar expertise into day-to-day workflows to drive efficiency, scalability, and strategic insight.

In partnership with Account Executives, Client Success Managers, Support Analysts, and Product Managers, you will optimize client outcomes, identify areas for R&D investment, and model financial instruments and assets with analytical rigor to deliver measurable

Qualifications

• Bachelor’s degree or equivalent practical experience.
• Professional experience in Project Management, Financial Services, Professional Services, or Consulting; prior client-facing and financial services experience strongly preferred
• Outstanding communication, organizational, and time-management skills—you operate with urgency and hold yourself to the highest standard of follow-through
• Understanding of historical data conversion methodologies and source systems, or related experience in professional services, client implementations, solution consulting, wealthtech, or prior Addepar platform exposure

Responsibilities

• Apply technical and industry expertise to design and implement scalable, best-practice solutions within existing Addepar environments—delivering with speed, precision, and an unwavering commitment to quality
• Deliver high-impact outcomes aligned to client goals, ensuring measurable value and satisfaction at every engagement milestone
• Serve as a trusted advisor and subject matter expert across all aspects of the Addepar platform, bringing a consultative approach that clients rely on for their most complex challenges
• Proactively identify and resolve technical risks before they escalte, demonstrating the urgency and ownership mindset that defines the team
• Drive proactive, transparent communication with stakeholders across internal and external teams—setting expectations clearly and following through relentlessly
• Communicate project health, risks, and milestones to senior stakeholders with clarity and confidence, escalating decisively when required
• Foster strong client relationships grounded in trust, consistent delivery, and a genuine commitment to their success—driving retention and referenceability
• Collaborate closely with Account Executives, Client Success Managers, and Support Leads to build sustainable, business-as-usual (BAU) success models for long-term client success
• Partner with Product and R&D teams to surface client insights that inform scalable tooling, reduce client dependence on premium services, and accelerate self-sufficiency
• Operate as a cross-functional warrior—bridging gaps between teams, breaking down silos, and ensuring the right people are connected to solve problems quickly
• Identify and implement opportunities to optimize internal processes, tools, and engagement models as the client base scales
• Develop repeatable methodologies, pre-configured templates, and process improvements to reduce project complexity and compress timelines
• Bring a technical inclination toward building tools, scripts, and automations that eliminate manual work and increase throughput—never satisfied with "good enough" when a better system can be built

Skills

Project Management

Financial Services

Client-facing

Data conversion

Education

Bachelor’s degree or equivalent

Tools

Python

Claude Cowork (AI)

ETL

Data architecture

Job description

Addepar, Inc. is seeking a Technical Success Engineer to help clients maximize platform value beyond initial implementation and embed Addepar expertise into day-to-day workflows to drive efficiency, scalability, and strategic insight.

In partnership with Account Executives, Client Success Managers, Support Analysts, and Product Managers, you will optimize client outcomes, identify areas for R&D investment, and model financial instruments and assets with analytical rigor to deliver measurable