Customer Success Automation Engineer

About Altruist

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

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!

But first, our values

Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

The opportunity

We're hiring a 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. You'll spend the majority of your time designing and shipping AI agents, automations, and internal tools — with a product manager's instinct for what's worth building and a CX obsession for how it feels to use. That means building intelligent onboarding flows, self-service support experiences, and proactive engagement tools that users interact with every day. This role is for someone who is deeply technical, product-minded, and moves fast in an Agile environment. 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.

*This is hybrid role, requiring three days per week in our San Francisco, Culver City, or Dallas office.

Your impact

• 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.

What you bring