WHO WE ARE

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

THE ROLE

The Client Services team is responsible for handling client health for all new and existing Addepar clients. A Technical Analyst plays a crucial role in helping the users of Addepar obtain the optimal value using the suite of technical resources the platform offers. A technical analyst will assist with day-to-day usage across the platform, consulting on APIs and third-party integrations, and collaborating with our R&D teams to troubleshoot and improve functionality in the application.
Our ideal candidate is tenacious about solving problems, has a proven understanding of API’s and enjoys working directly with clients and internal technical teams.

WHAT YOU’LL DO

• Partner with our clients and third-party developers to troubleshoot issues on the Addepar Public API
• Troubleshoot SSO/SAML configurations
• Use Python scripts to help automate solutions for users
• Identify, respond, and resolve issues and questions raised by Addepar’s clients
• Work in sophisticated data sets to identify and resolve client issues
• Prioritise and context-switch effectively to complete simultaneous issues, seeing each through to the finish line
• Help identify, triage, and call out problems that arise within Addepar’s platform
• Act as primary contact for support with Product, Engineering and Client Advocacy teams to handle and maintain a high level of client satisfaction on technical issues
• Help clients use Addepar to the greatest extent possible through functional and conceptual instruction
• Be an authority on all things related to Addepar’s technical functionality and capabilities