2 months ago
Dallas, TX, USASenior / Staff+
H1B Sponsor
Responsibilities
- Design, build, and iterate on AI agents and applications for internal Customer Success workflows and customer-facing onboarding, support, and engagement experiences.
- Scope and prioritize high-leverage opportunities from competing requests.
- Define success metrics, track adoption and outcomes, and use data and customer feedback to improve tools.
- Make end-to-end technical decisions regarding LLMs, orchestration frameworks, third-party tools, and production infrastructure.
- Write clean, maintainable, reliable code and ship quickly using AI-assisted development.
- Partner with DevOps and Security on reliable deployment, security, compliance, and production infrastructure.
- Collaborate with Customer Success leadership and frontline teams to translate pain points into solutions.
- Drive adoption through demos and training, and establish documentation, playbooks, and best practices.
Requirements
- 5–8+ years of software engineering experience building and shipping production systems.
- Strong proficiency in at least one modern programming language, with Python preferred.
- Hands-on experience with LLMs including OpenAI, Anthropic, Gemini, or open-source models.
- Experience with agent frameworks such as LangChain, LlamaIndex, or CrewAI, plus prompt engineering and RAG architectures.
- Ability to evaluate AI tools and models based on cost, latency, accuracy, and maintainability.
- Strong familiarity with APIs, webhooks, integration patterns, messy real-world data, and reliable data pipelines.
- Experience with CRM platforms, preferably Salesforce, including Service Cloud and Experience Cloud; Apex, Flow, or Salesforce APIs are a bonus.
- Strong product judgment, customer empathy, prioritization, business-impact reasoning, and ability to work independently through ambiguity.
- Ability to collaborate with DevOps, Security, Customer Success leadership, and frontline users.
Benefits
- Hybrid schedule requiring three days per week in the San Francisco, Culver City, or Dallas office.
- Healthcare, dental, and vision insurance plans, including HMO and PPO options.
- 401(k) savings plan with a 4% match and immediate vesting.
- 16 weeks of paid parental leave after one year of employment.
- Professional growth opportunities, including an employee mobility program and annual learning and development budget.
- Company perks program with discounts on pet insurance, fitness, cell phone plans, and travel.
- Financial guidance program covering debt, spending, saving, planning, and home-purchasing preparedness.
- One month work-from-anywhere policy, with some country restrictions.
- Competitive pay and equity for eligible positions.
Tech Stack
Categories
About Altruist
Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients. We offer intuitive software for account opening, trading, reporting, billing, and over 22 integrations, empowering advisors of all sizes to grow and scale client-centric practices. Since launch in 2018, we’ve grown to the third-largest custodian by advisors served, with nearly 5,000 advisors trusting us to safeguard client assets.