Technical Success Engineer

About the role

Addepar is a technology company that builds software designed for the investment management industry, and the Technical Success Engineer will serve as a key partner in helping clients unlock the full value of the Addepar platform. This role involves working hand in hand with client teams from the earliest stages of onboarding through long-term adoption, ensuring that the platform is configured to meet each organization's unique reporting, portfolio analysis, and workflow requirements. The Technical Success Engineer is based in Addepar's Edinburgh office and serves as a bridge between client needs and the internal product and engineering teams, translating real-world usage patterns into insights that drive product evolution. Success in this position depends on a genuine commitment to client outcomes, a curiosity about financial data and markets, and the ability to communicate technical concepts with clarity and confidence.

Key facts

What you'll do

• Partner closely with client teams to understand their investment reporting, portfolio tracking, and data management priorities and challenges
• Guide clients through the end-to-end setup and configuration of the Addepar platform, from initial deployment through ongoing optimization
• Diagnose and resolve technical issues that clients encounter while using the Addepar platform in their daily workflows
• Develop and maintain comprehensive documentation that captures client configurations, integration setups, and operational best practices for reference
• Work alongside the engineering team to relay client feature requests, usability observations, and bug reports in a structured format
• Deliver live training sessions and written guides that help client teams build internal expertise and confidence with the tool
• Track client engagement metrics and proactively reach out when adoption patterns suggest opportunities to deepen platform usage and value
• Partner with the product team to prioritize and communicate client feedback that can inform future roadmap decisions and releases
• Support the deployment of new platform features and version updates into existing client environments with minimal disruption to operations
• Cultivate trusted, long-term relationships with key stakeholders at each client organization to ensure sustained satisfaction and platform growth
• Collaborate with the sales team during later-stage deal discussions to provide technical clarity and set accurate implementation expectations

Requirements

• Proven experience in a technical support, customer success, or implementation role at a software or technology company
• Solid understanding of financial data concepts including portfolio accounting, performance measurement, or asset management workflows
• Ability to explain technical configurations and system behavior clearly to both engineering teams and business stakeholders
• Hands-on comfort working with APIs, data integrations, and configuration settings within a cloud-based software environment
• A bachelor's degree in computer science, engineering, finance, or a related quantitative discipline is required
• Demonstrated skill in managing several client accounts or projects at the same time without losing focus or quality
• Strong written and verbal communication abilities with a consistent emphasis on precision and clarity in all interactions
• Willingness to travel to client offices or attend in-person meetings and events as business needs require

Nice to have

• Previous experience working directly within financial services, wealth management, or family office environments is highly valued
• Familiarity with data visualization platforms and business intelligence reporting tools used in investment contexts
• Practical knowledge of SQL or a scripting language such as Python for data extraction and manipulation tasks
• Track record of presenting technical findings or product demonstrations to senior leadership and executive-level audiences

Skills & tools

• Addepar platform configuration, reporting modules, and client-facing administrative tools
• Financial data standards, portfolio accounting conventions, and investment performance reporting frameworks
• RESTful API concepts and experience integrating third-party data sources with SaaS platforms
• Data analysis and visualization tools commonly used in financial technology settings
• Project management approaches for client engagements, including milestone tracking and status reporting
• SQL querying and scripting languages for data extraction, transformation, and automation tasks

Practical notes

• This position is based in Addepar's Edinburgh office and requires regular on-site attendance during standard business hours
• The role involves frequent communication with clients across multiple time zones, so some flexibility in daily scheduling is expected
• Periodic travel to client locations or industry events may be required throughout the year to support engagement goals
• Addepar maintains a culture of continuous learning and offers professional development resources focused on financial technology and client success practices
• The team values transparency, data-driven decision making, and a collaborative approach to solving client challenges together

About the company

Addepar, Inc. is a cloud based American wealth management software platform for RIAs specializing in data aggregation, analytics, and portfolio reporting. Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.