Technical Success Engineer

Role overview

The Technical Success team helps investment management clients extract maximum long-term value from a portfolio intelligence platform well beyond initial implementation. Engineers embed alongside client operations, advising on modeling, configuration, and workflow design that drive efficiency, scalability, and strategic insight across complex financial environments. The role combines client-facing consulting with hands-on technical problem solving across financial data, analytics, and platform integration.

Responsibilities

- Design and implement scalable, best-practice solutions within existing client environments, delivering with precision and a strong commitment to quality at every milestone - Serve as a trusted advisor and subject matter expert on platform capabilities, applying a consultative approach to the most complex configuration and modeling challenges - Proactively identify and resolve technical risks before they escalate, taking full ownership of client outcomes from kickoff through steady-state operations - Drive transparent communication with senior stakeholders, surfacing project health, risks, and milestones with clarity and escalating decisively when required - Collaborate with account, support, and product teams to build sustainable success models that reduce dependence on premium services and accelerate client self-sufficiency - Build repeatable methodologies, pre-configured templates, scripts, and automations that compress timelines and eliminate manual work as the client base scales

Requirements

- Bachelor's degree or equivalent practical experience - Professional background in project management, financial services, professional services, or consulting, with prior client-facing and financial services experience strongly preferred - Outstanding communication, organizational, and time-management skills, with a demonstrated ability to operate with urgency and follow through to completion - Understanding of historical data conversion methodologies and source systems, or related experience in professional services, client implementations, solution consulting, or similar platforms - Legal authorization to work in the United States without current or future visa sponsorship

Nice to have

- Hands-on scripting experience, particularly in Python - Familiarity with data architecture, ETL processes, or reporting infrastructure - A personal passion for technology and finance that extends beyond the day job

Benefits and work setup

- Hybrid working preferred in Salt Lake City, with remote candidates considered - Compensation includes base salary, bonus, equity, and benefits, with ranges determined by role, skills, experience, location, and market conditions