Technical Success Manager

Addepar
Edinburgh
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Communication","Organizational skills","Time-management","Independence","Adaptability","Critical thinking","Continuous improvement","Interpersonal skills","Solution orientation"]

Own high-value outcomes for BAU investment clients after implementation by advising on best-practice, scalable solutions across their Addepar environments. Work closely with Client Success Managers, Account Executives, Support Analysts, and Product to optimize client experience, manage expectations, and reduce reliance on premium services through data-driven improvements. Be responsible for project progress, health/status communication, retention through satisfaction, and identifying opportunities for R&D investment.

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FursaFursa
Addepar
Addepar
5 days ago

Technical Success Manager

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Last checked: 5 hours agoStatus: Live

Job Summary

Own high-value outcomes for BAU investment clients after implementation by advising on best-practice, scalable solutions across their Addepar environments. Work closely with Client Success Managers, Account Executives, Support Analysts, and Product to optimize client experience, manage expectations, and reduce reliance on premium services through data-driven improvements. Be responsible for project progress, health/status communication, retention through satisfaction, and identifying opportunities for R&D investment.
Location: Edinburgh
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Advise and consult directly with clients by architecting and implementing scalable, best-practice solutions for existing Addepar environments.
  • •Own and deliver high-value client outcomes by navigating roadblocks and technical limitations while managing expectations.
  • •Establish and drive progress across projects, prioritizing multiple simultaneous engagements and communicating project health to internal/external leadership.
  • •Partner to create a BAU model with Account Executives and Support Leads to ensure clients receive needed services.
  • •Collaborate with R&D to develop scalable tools that reduce client reliance on premium services and promote client self-sufficiency.
Travel: Low travel

Key Requirements

  • •2+ years of professional experience in Project Management, Financial Services, or Consulting (project management focus preferred).
  • •Client-facing experience is preferred; must have outstanding communication, organisational, and time-management skills.
  • •Understanding of historical data conversion methodologies and different source systems (or willingness to learn).
  • •Ability to think critically with a continuous improvement mindset.
  • •Fiercely independent, adaptable, and highly creative in a fast-paced environment; comfortable navigating ambiguity.
Experience:2+ yearsFinancial servicesConsultingInvestment managementClient-facing
Skills:CommunicationOrganizational skillsTime-managementIndependenceAdaptabilityCritical thinkingContinuous improvementInterpersonal skillsSolution orientation
Languages:English
Tech Stack:PythonDatabricksClaude

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn