Client Success Architect

What You'll Do

• Conduct diagnostic reviews and health assessments on Addepar instances for our most tenured clients, analyzing system architecture, data flows, report libraries, and configurations to identify technical debt, inefficiencies, and optimization opportunities
• Design scalable instance architectures that position clients to adopt advanced platform capabilities (Addison, agentic workflows, ADX, etc.) while eliminating unused or redundant elements
• Create remediation and optimization plans that address data quality issues, streamline report ecosystems, consolidate duplicate configurations, and improve overall instance efficiency and performance
• Collaborate within the success triad as the Designer role—partnering with Strategists (CSMs) to align technical plans with business strategy and with Builders (Success Engineers) to validate technical feasibility and implementation priorities
• Synthesize learnings and establish best practices across the client base, contributing thought leadership to the broader Technical Success team on what constitutes a "scalable instance" and how to guide clients toward platform maturity
• Provide market and technical feedback to Product and Engineering teams based on patterns observed across client instances, informing product strategy and roadmap prioritization
• Lead client workshops and strategy sessions to educate clients on platform capabilities, optimization strategies, and value realization opportunities specific to their environment
• Manage multiple concurrent engagements while maintaining deep focus and seeing each diagnostic and remediation plan through to successful adoption

Who You Are

Experience & Background

• 5+ years of professional experience in financial services, fintech, enterprise software, or technology consulting
• 2+ years of hands-on experience supporting or designing financial data platforms, portfolio management systems, or related investment technology
• Demonstrated experience conducting technical assessments, audits, or optimization reviews of complex software implementations
• Strong background in identifying and remediating technical debt, process inefficiencies, and data quality issues

Technical Capabilities

• Understanding of data architecture, data modeling, and relational database concepts as they apply to portfolio and financial data
• Hands-on familiarity with SQL or scripting languages (Python preferred) to analyze data structures and query patterns
• Experience with financial modeling, alternative assets, and/or asset management concepts and mathematics
• Comfortable navigating complex Addepar instances and understanding multi-asset class configurations, FX handling, performance attribution, and related concepts
• Ability to read and interpret system logs, configuration exports, and technical documentation
• Experience with Microsoft Excel for financial modeling, data analysis, and scenario planning

Analytical & Strategic Thinking

• Solution-oriented problem solver with ability to see interdependencies across complex systems and identify root causes
• Strong analytical capability—data-driven approach to identifying priorities and validating recommendations
• Ability to translate technical findings into clear business value and strategic recommendations
• Demonstrated ability to research, evaluate options, and design solutions for complex, ambiguous problems

Collaboration & Communication

• Strong written and verbal communication skills; able to explain technical concepts to non-technical audiences
• Experience presenting to C-suite and executive stakeholders; comfortable in high-ambiguity, client-facing advisory situations
• Strong collaboration skills with ability to work effectively across product, engineering, sales, and service teams
• Self-starter with high degree of initiative; able to identify problems and drive solutions with minimal hand-holding
• Team player with strong work ethic, coachability, and commitment to shared success

Nice to Have

• Experience in solution architecture, implementation leadership, or enterprise consulting roles
• Background in financial planning & analysis, wealth management, or multi-asset class portfolio management
• Hands-on experience with Addepar platform (as user or team member)
• Familiarity with alternative asset management, reporting, and analytics
• Experience with reporting tools or business intelligence platforms (Tableau, Looker, etc.)
• "Minor" expertise in Addepar adjacent products (Navigator, ADM, etc.)