Technical Success Engineer

Addepar
Edinburgh
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Organisational","Time-management","Interpersonal skills","Continuous improvement"]

Deliver client-facing outcomes for BAU investment firms by advising and implementing scalable, best-practice solutions across existing Addepar environments. Partner with Client Success Managers, Account Executives, Support Analysts, and Product Managers to improve overall client experience, manage expectations, and drive project success from start to finish. Use analytical skills to help clients model financial instruments and reduce reliance on premium services through repeatable templates, tools, and improved methodologies.

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FursaFursa
Addepar
Addepar
1 day ago

Technical Success Engineer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Deliver client-facing outcomes for BAU investment firms by advising and implementing scalable, best-practice solutions across existing Addepar environments. Partner with Client Success Managers, Account Executives, Support Analysts, and Product Managers to improve overall client experience, manage expectations, and drive project success from start to finish. Use analytical skills to help clients model financial instruments and reduce reliance on premium services through repeatable templates, tools, and improved methodologies.
Location: Edinburgh
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Advise and consult directly with clients while architecting and implementing scalable, best-practice solutions for existing Addepar environments.
  • •Own and deliver high-value client outcomes by navigating roadblocks and technical limitations to meet client expectations.
  • •Proactively manage internal and external expectations through clear communication and project health/status updates to senior leadership.
  • •Drive progress across project lifecycles to ensure client success, prioritizing multiple simultaneous projects to completion.
  • •Partner with Account Executives and Support Leads to create a BAU model and collaborate with R&D on scalable tools that reduce reliance on premium services.
Travel: Low travel

Key Requirements

  • •2+ years of professional experience in project management, financial services, or consulting (project management or financial services preferred).
  • •Strong communication, organisational, and time-management skills for client-facing work.
  • •Understanding of historical data conversion methodologies and different source systems (or strong willingness to learn).
  • •Fiercely independent, adaptable, and highly creative with a solution-oriented mindset in ambiguity.
  • •Strong interpersonal skills to train and communicate effectively via email, phone, and face-to-face.
Experience:Financial servicesConsultingProject management
Skills:CommunicationOrganisationalTime-managementInterpersonal skillsContinuous improvement
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