Client Success Architect

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.

Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role 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.

Addepar takes a market-based approach to pay.

Qualifications

, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

S. on their first day of employment.

What You'Ll Do

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 c