Technical Success Engineer

Addepar

. Design and implement scalable, best-practice solutions within existing Addepar environments .

Posted 9/30/2026full-timeRemote • United StatesMid-LevelSenior💰 $69,000 - $107,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Project Management and Financial Services, with a focus on client-facing roles and the Addepar platform. Capable of optimizing processes and delivering measurable outcomes through effective communication and collaboration.

Highest-signal resume keywords

Project ManagementClient-Facing ExperienceFinancial Services ExpertiseData ArchitecturePython Programming

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Conversion MethodologiesETL ProcessesReporting InfrastructureInvestment Management Software ImplementationScripting Capability

Soft Skills

Outstanding CommunicationOrganizational SkillsTime-Management Skills

Tools & Technologies

Addepar PlatformAI ImplementationAutomation Tools

Industry Keywords

WealthtechProfessional ServicesConsulting

Tech Stack

Tools & technologies

ETLPython

About the role

Key responsibilities & impact

Design and implement scalable, best-practice solutions within existing Addepar environments
Deliver measurable client outcomes aligned to client goals
Serve as a trusted advisor and subject matter expert across the Addepar platform
Identify and resolve technical risks before escalation
Communicate project health, risks, and milestones to senior stakeholders
Build and maintain strong client relationships to drive retention and referenceability
Collaborate with Account Executives, Client Success Managers, and Support Leads on sustainable client-success models
Partner with Product and R&D teams to surface client insights and improve tooling and self-sufficiency
Optimize internal processes, tools, and engagement models
Develop repeatable methodologies, templates, and process improvements
Build tools, scripts, and automations to eliminate manual work and increase throughput

Requirements

What you’ll need

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
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
Legally authorized to work in the United States for any employer without current or future visa sponsorship
Authorized to begin work in the U.S. on the first day of employment
Nice to have: investment management software implementation experience
Nice to have: experience using and implementing AI, specifically Claude Cowork
Nice to have: programming or scripting capability, particularly Python
Nice to have: experience with data architecture, ETL processes, or reporting infrastructure
Nice to have: passion for technology and finance

Benefits

Comp & perks

Base salary of $69,000–$107,000 USD
Bonus
Equity
Benefits
Reasonable accommodation for individuals with disabilities
Equal opportunity and inclusive workplace
Remote work option considered
Addepar will not require employees to purchase equipment or supplies during onboarding