Technical Success Engineer — Drive Client Impact & Automation

Addepar, Inc.; Salt Lake City (UT); Hybrid; USD 69,000 - 100,000; Full time

Job summary

Addepar, Inc. is seeking a Technical Success Engineer in a hybrid/remote-friendly role in the United States.

The role focuses on delivering exceptional client outcomes by embedding Addepar expertise into client workflows and advising on how to model and analyze assets and instruments. You will work with Account Executives, Client Success Managers, Support Analysts, and Product Managers to optimize the client experience, identify gaps, and drive scalable tooling, automation, and BAU success.

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 elevate, demonstrating the urgency and ownership mindset that defines the team

Skills

Client-facing experience

Communication skills

Organizational skills

Time-management

Urgency mindset

Attention to detail

Cross-functional collaboration

Independent and adaptable

Python

Education

Bachelor’s degree or equivalent practical experience

Tools

Python

Job description

Addepar, Inc. is seeking a Technical Success Engineer in a hybrid/remote-friendly role in the United States.

The role focuses on delivering exceptional client outcomes by embedding Addepar expertise into client workflows and advising on how to model and analyze assets and instruments. You will work with Account Executives, Client Success Managers, Support Analysts, and Product Managers to optimize the client experience, identify gaps, and drive scalable tooling, automation, and BAU success.