Remote Technical Success Engineer: Drive Client Value

Blumberg Capital Company; United States; Hybrid; USD 69,000 - 107,000; Full time

Job summary

Addepar is seeking a Technical Success Engineer to join its US team on a hybrid basis, with Salt Lake City area preferred. You will translate complex financial data into scalable, repeatable client solutions and own outcomes across delivery, QA, and optimization.

You’ll collaborate with Account Executives, Client Success, Support, and Product teams to ensure measurable value, mitigate risks, and accelerate self-sufficiency through tooling and automation.

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 escalate, 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

Client facing

Communication

Finance domain knowledge

Cross-functional collaboration

Education

Bachelor's degree or equivalent

Tools

Python

ETL

Job description

Addepar is seeking a Technical Success Engineer to join its US team on a hybrid basis, with Salt Lake City area preferred. You will translate complex financial data into scalable, repeatable client solutions and own outcomes across delivery, QA, and optimization.

You’ll collaborate with Account Executives, Client Success, Support, and Product teams to ensure measurable value, mitigate risks, and accelerate self-sufficiency through tooling and automation.