Client Success Architect

Addepar•Salt Lake City, UT

1d•$110,000 - $137,000

About The Position

The Success Architect is a strategic advisory role within the Technical Success team responsible for partnering with our mature and complex client base to optimize their Addepar instances for scale, efficiency, and future growth. This is a non-implementation role that focuses on diagnostic assessment, technical debt remediation planning, and architectural design—enabling clients to unlock new capabilities including Addison, agentic workflows, ADX, and other advanced platform elements. Success Architects work as the "Designer" within our success model, collaborating closely with Client Success Managers (Strategists) to understand business objectives and Success Engineers (Builders) to translate those objectives into scalable technical solutions. Rather than building configurations themselves, Success Architects assess current state, identify inefficiencies and tech debt, and create comprehensive remediation roadmaps that position clients for growth and innovation.

Requirements

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
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
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
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
Consultative mindset; genuine passion for understanding client needs and designing solutions that drive real value
Intellectual curiosity and growth mindset; excited to deepen expertise across the Addepar platform and investment technology landscape
Independent, adaptable, and able to thrive in fast-paced, evolving environment with complex projects and stakeholder dynamics
Strong sense of ownership; you take accountability for client outcomes and team success

Nice To Haves

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.)

Responsibilities

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