SmartX’s managed accounts technology is powering the next generation of wealth management platforms for financial advisors. Our clients leverage SmartX technology to create amazing experiences for wealth managers and individuals. As a part of the client success organization, our client success engineer will help prospective and existing clients understand SmartX capabilities and evaluate the different approaches to using our solutions. You’ll work closely with our Sales team as the technical lead during the Sales process and with our Client Success, Product, and Engineering teams during post-Sales implementation and Relationship Management phases.
As a client success engineer, you will work with clients to understand their goals, develop a plan to implement SmartX solutions, and help align internal and external stakeholders. We are looking for individuals who are naturally empathetic and collaborative, technical in nature, and can lead design discussions for the SmartX team. You will be collaborating directly with our sales and client success team, product engineers, and product managers internally and working with both technical and non-technical clients. You will need a strong technical background and a fundamental understanding of API driven products.
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