Technical Success Engineer | Hybrid/Remote Finance Tech

Addepar, Inc.; United States; Hybrid; USD 69,000 - 107,000; Full time

Job summary

Addepar, Inc. seeks a Technical Success Engineer to help clients maximize platform value by embedding Addepar expertise into day-to-day workflows. You’ll work with Account Executives, Client Success Managers, Support Analysts, and Product Managers to optimize outcomes and reduce reliance on premium services.

You will analyze financial instruments and assets, design scalable solutions, and own client success metrics through proactive risk management and rapid delivery.

Qualifications

• Bachelor’s degree or equivalent practical experience.
• Professional experience in Project Management, Financial Services, Professional Services, or Consulting; client-facing experience preferred.
• Outstanding communication, organization, and time-management skills with urgency and follow-through.

Responsibilities

• Design and implement scalable, best-practice solutions within Addepar environments.
• Deliver high-impact outcomes aligned to client goals and measurable value.
• Act as trusted advisor across Addepar platform with a consultative approach.
• Identify and resolve technical risks with ownership mindset.

Skills

Project management

Client-facing

Financial services

Communication

Education

Bachelor’s degree or equivalent practical experience

Tools

Python

ETL

Scripting

Job description

Addepar, Inc. seeks a Technical Success Engineer to help clients maximize platform value by embedding Addepar expertise into day-to-day workflows. You’ll work with Account Executives, Client Success Managers, Support Analysts, and Product Managers to optimize outcomes and reduce reliance on premium services.

You will analyze financial instruments and assets, design scalable solutions, and own client success metrics through proactive risk management and rapid delivery.