Altruist

Senior Customer Success Engineer

Los Angeles, CA · Senior

Sponsorship not specifiedDetected 21 days ago

PythonDevOpsLLMsRAGAgentic AIAI OrchestrationSalesforceCRMCustomer SuccessLeadershipCollaboration

About the role

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.

Responsibilities

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 offices are intentionally designed for comfort, collaboration, and productivity.

Requirements

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.
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.
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.
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 we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

Nice to have

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.

Compensation

Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.

Benefits

Prior Salesforce experience (Apex, Flow, or Salesforce APIs) is a strong bonus.
Competitive pay and equity for eligible positions.
Premium healthcare, dental, and vision insurance plans (HMO and PPO).
401k savings plan with a 4% match and immediate vesting.
16 week paid parental leave after one year of employment.
Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).

Company info

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.

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