Customer Success Engineer

Job Description

Requirements
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### Must have:

### - Strong coding skills, including the ability to read and debug .NET/C# and work with SQL. - Understanding of automation pipelines; experience with browser automation tools such as Puppeteer or PuppeteerSharp is an advantage. - Hands-on familiarity with AI tools, especially frontier models like Claude, with sound judgment on when to rely on model output and when to verify it. - Clear, confident communication skills, with the ability to explain technical issues to non-technical clients. - Comfort with video calls and live client conversations. - Methodical, curious troubleshooting mindset with the ability to stay calm under pressure. - Ability to thrive on a small team and handle both technical fixes and client-facing support. - Familiarity with institutional asset management or investment consultants is a plus. - Experience with Azure, SQL Server, or support and ticketing systems is a plus.

Responsibilities:
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- We own inbound support by reproducing, diagnosing, and resolving client-reported issues across our platform and consultant database automations. - We troubleshoot automation workflows, including submission runs, data mapping, scheduling, and failures, and implement fixes. - We handle client-facing communication through email and video calls. - We use tools like Claude to speed up debugging, log analysis, and client communication. - We convert recurring issues into documentation and internal tooling. - We monitor and reduce resolution times while maintaining a high level of client satisfaction. - We support the bridge between engineering and client relationships, helping clients get walkthroughs and keeping accounts running smoothly. - We explore where AI can improve how we support clients and scale our operations.
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Company:
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We are APX Stream, a growing B2B SaaS platform that automates consultant database submissions for more than 130 institutional asset managers across over 60 integrations, including eVestment, Callan, Mercer, and Morningstar. Our small, fast-moving team works closely with frontier AI models from Claude, OpenAI, and open-source providers, and we value people who use these tools to debug faster, analyze logs, and eliminate repetitive work. This is an in-person role with a strong mix of engineering and client interaction, and we offer a competitive salary of $50,000 to $70,000 per year along with 401(k), dental, health, and vision insurance.
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