Senior Customer Success Engineer, Altruist
More information about location
3 days a week in office
All-in-one platform for financial advisors and their clients
Be an early applicant
All-in-one platform for financial advisors and their clients
501-1000 employees
Be an early applicant
More information about location
3 days a week in office
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible to everyone.
Role
Who you are
- We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all
- If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
- 5–8+ years software engineering background with production experience building and shipping systems
- A proven track record of owning outcomes, not just outputs — someone who prioritizes ruthlessly, holds themselves accountable to results, and doesn't consider something shipped until it's working in the hands of users
- Strong product instincts — comfortable looking at a messy list of requests and identifying the highest-leverage opportunity, defining what "done" means, and saying no to work that won't move the needle
- Genuine obsession with customer experience — you think about how real people (advisors, internal teams) will interact with what you build, and you iterate based on their feedback rather than assumptions
- Comfort reasoning about cost-to-serve, efficiency tradeoffs, and ROI — you make decisions about what to build and how based on business impact, not just technical interest
- Strong proficiency in at least one modern language (Python preferred), comfort picking up new frameworks quickly, and fluency with AI coding assistants — using them to ship more, faster, without sacrificing reliability or code quality
- Hands-on experience building with LLMs (OpenAI, Anthropic, Gemini, open-source), agent frameworks (LangChain, LlamaIndex, CrewAI, or similar), and a strong intuition for prompt engineering, RAG architectures, and the practical limits of AI in production — including how to evaluate tools and models on cost, latency, accuracy, and maintainability tradeoffs
- Deep comfort with APIs, webhooks, and integration patterns, plus experience working with messy real-world data and transforming it into clean, reliable pipelines
- Comfortable working with CRM platforms (we use Salesforce, including Service Cloud and Experience Cloud) or confident ramping up quickly. Prior Salesforce experience (Apex, Flow, or Salesforce APIs) is a strong bonus
- Self-directed and proactive — you identify opportunities, propose solutions, and drive them to completion without heavy oversight, even through initial ambiguity
What the job involves
- We're hiring a Senior Customer Success Engineer to sit at the intersection of AI innovation and customer operations
- This isn't a traditional engineering role — it's a mission-critical position dedicated to one thing: making our Customer Success team dramatically more effective through the power of AI
- Our mission is to make financial advice more affordable and accessible — and that depends on a Customer Success function that scales through intelligence, not headcount
- You'll spend the majority of your time designing and shipping AI agents, automations, and internal tools — with a product manager's instinct for what's worth building and a CX obsession for how it feels to use
- That means building intelligent onboarding flows, self-service support experiences, and proactive engagement tools that users interact with every day
- This role is for someone who is deeply technical, product-minded, and moves fast in an Agile environment
- You think like an engineer, an operator, and a PM all at once — opinionated about tooling, obsessive about customer experience, and pragmatic about the tradeoffs that keep our team lean and our mission within reach
- Design, build, and iterate on AI agents and applications — both internal tools that automate workflows for the Customer Success team and customer-facing experiences that optimize key moments in the journey (onboarding, self-service support, proactive engagement)
- Scope and prioritize what to build — look at a messy list of requests and identify the highest-leverage opportunity rather than just building what's asked
- Think from the customer's perspective first — whether building internal tools or customer-facing experiences, consider how real people will interact with what you build and iterate based on their feedback
- Define success before shipping — set clear metrics, track adoption and outcomes, and use data to validate whether a tool is actually moving the needle
- Understand the business context behind the work — reason about cost-to-serve, efficiency tradeoffs, and ROI, and use that lens to make better decisions about what to build and how
- Own the technical decisions end-to-end — select the right LLMs, orchestration frameworks, and third-party tools for each use case, and write clean, maintainable code (leveraging AI-assisted development) that ships quickly without sacrificing reliability
- Partner with DevOps and Security to ensure AI agents and applications are deployed reliably, meet security and compliance standards, and are built with production-grade infrastructure
- Collaborate closely with CS leadership and frontline team members to deeply understand pain points and translate them into high-impact solutions
- Drive adoption and scalability — run demos and training sessions to onboard users onto new tools, and establish best practices, playbooks, and documentation so solutions stick
Our take
The world of wealth management is changing fast, and financial advisors are feeling the strain. Between managing client expectations, navigating complex regulations, and keeping up with endless admin tasks, there's little time left for what really matters - helping clients make smarter financial decisions.
And that's where Altruist comes in, with AI-powered solutions built to make it easier for advisors to manage portfolios, handle compliance and deliver great client experiences. Its AI assistant, Hazel, is able to take on the day-to-day tasks that slow advisors down (think note-taking, email drafting, and meeting summarising). It can also pull insights from firm data, emails, and documents to give personalized, context-aware answers to questions.
The company has faced some bumps in the road, notably laying off around 15% of its workforce in 2025. That said, this shift to focus on the most impactful parts of its business is not entirely negative. In fact, its plan to build an all-in-one custody and wealth platform driven by Hazel is coming faster than the company anticipated, with the CEO stating that it could make much of the advisor tech stack irrelevant by the end of the year.
Freddie
Company Specialist at Welcome to the Jungle
Insights
67% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Apr 2025
$152m
SERIES F
May 2024
$169m
SERIES E
Total funding: $601.5m
Company benefits
- Grow your career: Altruist is a thoughtful, fast-growing company that values high achievers
- Our success is your success: Be rewarded for doing great work - competitive compensation and equity for all team members
- Take care of yourself: Health, dental, and vision coverage, available on your first day
- Work-life integration: We work hard and respect everyone’s whole selves
- You're welcome here: Altruist is proud to be an equal opportunity employer. We’re committed to inclusivity
Company HQ
McManus, Culver City, CA
Leadership
Jason Wenk
(Founder & CEO)Began their career as a Morgan Stanley System Analyst before co-founding Retirement Wealth as CEO in 2005. They also founded FormulaFolios in September 2011, before combining this financial and entrepreneurial experience to found Altruist in September 2018.
Mazi Bahadori
(COO/CCO)Mazi joined Altruist in 2019 as CCO and VP of Securities, adding COO to his title in 2023. Prior to this, he served as the CCO and Director of Operations at Aspiration and as the VP and Legal & Compliance Specialist at PIMCO.
Harpreet Ahluwalia
(CPO)Harpreet joined Altruist in 2019 as VP of Product Management, becoming CPO in 2022. Prior to this, he was a VP of Product Management at ServiceTitan for 4 years and Head of Product at Citysearch for 3 years.
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