3 months ago
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 to validate impact.
- Make end-to-end technical decisions about LLMs, orchestration frameworks, third-party tools, and production code.
- Partner with DevOps and Security to deploy reliable AI applications that meet security, compliance, and infrastructure standards.
- 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 for scalable use.
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, agent frameworks, prompt engineering, RAG architectures, and evaluating AI tools and models for cost, latency, accuracy, and maintainability.
- Deep comfort 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, or the ability to ramp up quickly.
- Prior experience with Salesforce Apex, Flow, or Salesforce APIs is a strong bonus.
- Strong product instincts, customer experience focus, prioritization skills, and ability to define success metrics and business outcomes.
- Ability to work independently through ambiguity and drive solutions to completion.
- Fluency with AI coding assistants while maintaining reliability and code quality.
Benefits
- Hybrid work 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.
- 401k savings plan with a 4% match and immediate vesting.
- 16 weeks of paid parental leave after one year of employment.
- Professional growth opportunities, an employee mobility program, and an annual learning and development budget.
- Company perks program with discounts on pet insurance, fitness, cell phone plans, and travel.
- Financial guidance program covering debt, personal spending, saving, planning, and home-purchasing preparedness.
- One month work-from-anywhere policy, with some country exceptions.
- Amenity-filled offices in Culver City, San Francisco, and Dallas.
Tech Stack
Categories
About Altruist
Altruist builds a custodian and wealth management platform for independent registered investment advisors, combining account opening, trading, portfolio management, billing, and reporting in one system. The company generates revenue as a brokerage custodian and through advisor software and services. Founded in 2018 and headquartered in Culver City, California, it is privately held and serves RIAs across the United States.