Senior Customer Success Engineer

Join Altruist, a fast-growing company dedicated to making financial advice more affordable and accessible. As a Senior Customer Success Engineer, you will play a critical role in enhancing the effectiveness of our Customer Success team through AI innovation. You will design and build AI agents, automations, and internal tools, while prioritizing customer experience and business impact. This is a hands-on technical role that requires a strong background in software engineering, product instincts, and a genuine obsession with customer experience.

• 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.
• Scope and prioritize what to build by identifying the highest-leverage opportunity rather than just building what's asked, and think from the customer's perspective first.
• Own the technical decisions end-to-end, including selecting the right LLMs, orchestration frameworks, and third-party tools for each use case, and writing clean, maintainable code.
• 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!
• 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
• 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
• 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
• 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
• 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
• Self-directed and proactive — you identify opportunities, propose solutions, and drive them to completion without heavy oversight, even through initial ambiguity
• 5–8+ years software engineering background with production experience building and shipping systems
• 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
• Deep comfort with APIs, webhooks, and integration patterns, plus experience working with messy real-world data and transforming it into clean, reliable pipelines