Senior Customer Success Engineer
AI summary of the role
Senior Customer Success Engineer at Altruist, a fintech custodian/advisor platform, to build AI agents, automations, and internal tools that make the Customer Success team dramatically more effective.
What you’ll do
- Design, build, and iterate on AI agents and applications for internal CS workflows and customer-facing experiences (onboarding, self-service support, proactive engagement).
- Scope and prioritize what to build from a messy list of requests, focusing on highest-leverage opportunities.
- Define success metrics before shipping and track adoption/outcomes to validate impact.
- Own technical decisions end-to-end: select LLMs, orchestration frameworks, and third-party tools; write clean, maintainable code.
What you’ll bring
- 5–8+ years software engineering experience with production systems.
- Strong proficiency in at least one modern language (Python preferred) and fluency with AI coding assistants.
- Hands-on experience with LLMs (OpenAI, Anthropic, Gemini, open-source) and agent frameworks (LangChain, LlamaIndex, CrewAI).
- Deep comfort with APIs, webhooks, integration patterns, and transforming messy data into clean pipelines.
Technologies
Python · OpenAI · Anthropic · Gemini · LangChain · LlamaIndex · CrewAI · RAG · Salesforce · Apex · Flow · APIs
About Altruist
AI-forward custodian and wealth platform combining self-clearing brokerage, portfolio software, and advisor AI so independent RIAs can onboard, trade, bill, and serve clients in one stack.
Series F · 500–1000 people
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