Company Overview
Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle.
Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows.
If you thrive on client impact, innovative product design, and tackling complex problems, Avantos is the place for you.
About the Role
As Manager, Product & Client Solutions, you will collaborate directly with some of the industry’s most sophisticated institutions to drive adoption of Avantos AI and enable large-scale AI transformation. In this role, you will help define our R&D agenda by providing valuable input for continued product testing and iteration. Success in this position requires a strategic outlook coupled with operational execution.
Partnering closely with engineers, you will help translate real-world client needs into actionable product insights, contribute to solution design, and optimize how our technology is deployed. You will also shape our R&D roadmap by maintaining a close feedback loop between clients and engineering, ensuring our products evolve to create lasting, meaningful impact for the institutions we serve.
Key Responsibilities
Collaborate in a pod structure with Engineering and Product teams to drive enterprise client engagement, product success, and implementation of Avantos AI
Support and occasionally lead client communications, requirements gathering, coordination, and project management
Work alongside technical teams to design technology solutions that meet business objectives, ensuring alignment with overall IT strategy
Partner with teammates to inform product roadmap priorities and support AI solutioning
Minimum Qualifications
2-5 years of experience in technology consulting or digital transformation at an enterprise SaaS or financial services organization
Demonstrated success supporting complex, multi-stakeholder implementations involving senior-level stakeholders
Proven experience collaborating cross-functionally with product and engineering teams
Technical acumen, including familiarity with technology concepts, software development lifecycles, agile methodologies, and comfort in technical discussions
Excellent written and verbal communication skills, with the ability to translate technical concepts for both non-technical and executive audiences
Preferred Qualifications
Educational background in engineering, computer science, information systems, or quantitative disciplines
Avantos AI is pioneering the future of client relationship management, transforming the industry through an AI-driven lens. We are building the first AI-native operating system for financial services, redefining the ways organizations onboard clients, deliver advice, and manage core servicing workflows. Our platform consolidates fragmented data, automates complex processes, and integrates intelligent decision-making into every stage of the client lifecycle.
Backed by Bessemer Ventures and MIT’s investment arm, our team unites execution-driven, design-focused founders and leaders from Wharton, MIT, leading design programs, and former unicorn SaaS companies. We are passionate about solving deep industry challenges and developing technology that empowers users to take control of their workflows. If you are driven by client impact, innovative product design, and tackling complex challenges, Avantos offers an environment where you will thrive.
As the Principal, Product & Client Solutions, you will collaborate directly with some of the industry’s most sophisticated institutions, leading enterprise-scale AI transformations and enabling clients to unlock the full potential of Avantos AI. Your position will be critical in shaping the company’s R&D agenda by providing essential insights that inform ongoing product experimentation and iteration. The ideal candidate will balance strategic leadership with hands-on operational skill.
Working closely with engineers and product leaders, you will transform real-world client needs into actionable product insights, guide solution design, and optimize field deployment of our technology. By establishing a continuous feedback loop between clients and engineering, you’ll help steer the R&D roadmap and ensure our products evolve to deliver sustained impact across our institutional clients.
Drive enterprise and C-level client engagement as the senior relationship leader and team lead for major clients.
Collaborate within cross-functional pods that include Engineering and Product counterparts to inform the go-to-market (GTM) strategy and product roadmap priorities.
Lead the end-to-end implementation of major client deployments, ensuring successful adoption and integration of Avantos AI solutions.
Translate client needs into actionable insights, guiding the design of tailored AI solutions.
Foster a tight feedback loop between clients, engineering, and product to drive continuous improvement and innovation.
8–12 years’ experience in technology consulting or digital transformation within an enterprise SaaS or financial services environment.
Proven track record leading complex, multi-stakeholder projects involving senior-level stakeholder engagement.
Demonstrated success collaborating cross-functionally with product and engineering leaders.
Strong grasp of product concepts, technical architectures, data structures, and system integrations.
Exceptional communication and presentation skills, with the ability to clearly convey technical concepts to both technical and executive audiences.
Educational background in engineering, computer science, information systems, or quantitative disciplines.
Avantos is building the AI-native operating system for financial services — transforming fragmented data into a single, intelligent system that powers workflows, automation, and decision-making.
We’re a product-led, fast-moving team at the intersection of AI, fintech, and modern infrastructure.
We’re looking for a Staff Data & Platform Engineer to build the data and core platform and infrastructure layer that powers our AI systems.
This is not just about pipelines — it’s about creating the systems, tooling, and abstractions that enable engineers and AI workflows to move fast, safely, and reliably.
Design and implement core backend systems and integrations that power the product.
Design and build our data platform (orchestration, pipelines, developer workflows)
Create scalable systems for data ingestion, transformation, and access
Design data models and APIs that won’t collapse under growth.
Make sane decisions about schemas, indexes, migrations, and performance.
Own infrastructure for data + AI workloads (containers, orchestration, cloud services)
Enable self-serve data workflows for engineering and product teams
Improve observability, reliability, and performance across the data stack
Support AI/ML systems (embeddings, vector data, model pipelines)
Build tooling for document processing, metadata, and normalization
7+ years in data engineering, platform engineering, or backend infrastructure
A track record of shipping and owning production systems.
Strong systems thinking (not just pipelines — platform mindset)
Backend system design and API design
Data modeling and relational databases
Performance, reliability, and failure modes
Proficiency in Golang, SQL, Terraform, AWS
Comfort in a fast-moving startup environment
LLMs / RAG, vector search, fintech or regulated systems
Have startup or early-stage experience.
Build the foundation layer of an AI-native product
High ownership + direct impact
Work where data, platform, and AI converge
You’re someone who doesn’t just move data — you build the systems that make data usable at scale.
","descriptionPlain":"STAFF DATA & PLATFORM ENGINEER\n\n\n📍 NYC (HYBRID) OR US REMOTE | COMPETITIVE + EQUITY\n\n\n\n\n\n\nABOUT AVANTOS\n\nAvantos is building the AI-native operating system for financial services — transforming fragmented data into a single, intelligent system that powers workflows, automation, and decision-making.\n\nWe’re a product-led, fast-moving team at the intersection of AI, fintech, and modern infrastructure.\n\n \n\n\nTHE ROLE\n\nWe’re looking for a Staff Data & Platform Engineer to build the data and core platform and infrastructure layer that powers our AI systems.\n\nThis is not just about pipelines — it’s about creating the systems, tooling, and abstractions that enable engineers and AI workflows to move fast, safely, and reliably.\n\n \n\n\nWHAT YOU’LL DO\n\n - Design and implement core backend systems and integrations that power the product.\n\n - Design and build our data platform (orchestration, pipelines, developer workflows)\n\n - Create scalable systems for data ingestion, transformation, and access\n\n - Design data models and APIs that won’t collapse under growth.\n\n - Make sane decisions about schemas, indexes, migrations, and performance.\n\n - Own infrastructure for data + AI workloads (containers, orchestration, cloud services)\n\n - Enable self-serve data workflows for engineering and product teams\n\n - Improve observability, reliability, and performance across the data stack\n\n - Support AI/ML systems (embeddings, vector data, model pipelines)\n\n - Build tooling for document processing, metadata, and normalization\n\n\nWHAT WE’RE LOOKING FOR\n\n - 7+ years in data engineering, platform engineering, or backend infrastructure\n\n - A track record of shipping and owning production systems.\n\n - Strong systems thinking (not just pipelines — platform mindset)\n \n - Backend system design and API design\n \n - Data modeling and relational databases\n \n - Performance, reliability, and failure modes\n\n - Proficiency in Golang, SQL, Terraform, AWS\n\n - Comfort in a fast-moving startup environment\n\n\nBONUS\n\n - LLMs / RAG, vector search, fintech or regulated systems\n\n - Have startup or early-stage experience.\n\n\nWHY JOIN\n\n - Build the foundation layer of an AI-native product\n\n - High ownership + direct impact\n\n - Work where data, platform, and AI converge\n\n\nTHE FIT\n\nYou’re someone who doesn’t just move data — you build the systems that make data usable at scale.","compensation":{"compensationTierSummary":null,"scrapeableCompensationSalarySummary":null,"compensationTiers":[],"summaryComponents":[]}},{"id":"bdbf36bd-44a7-4969-a3a6-d0837dc6e643","title":"Senior Software Engineer, Full-Stack","department":"Engineering","team":"Engineering","employmentType":"FullTime","location":"New York City","shouldDisplayCompensationOnJobPostings":false,"secondaryLocations":[],"publishedAt":"2026-05-27T05:05:01.961+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"postalCode":"10007","addressRegion":"NY","streetAddress":"4 World Trade Center - 150 Greenwich Street","addressCountry":"United States","addressLocality":"New York City"}},"jobUrl":"https://jobs.ashbyhq.com/avantos/bdbf36bd-44a7-4969-a3a6-d0837dc6e643","applyUrl":"https://jobs.ashbyhq.com/avantos/bdbf36bd-44a7-4969-a3a6-d0837dc6e643/application","descriptionHtml":"Company Overview
Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle.
Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows.
If you thrive on client impact, innovative product design, and tackling complex problems, Avantos is the place for you.
About the Role
We’re looking for a Senior Full Stack Engineer with a strong frontend core — someone who thinks in React/Next.js first, but is fully capable of contributing at the backend layer using Golang when needed.
Responsibilities
Lead frontend architecture and experience design — owning React/Next.js interfaces end-to-end, with a focus on performance, UX, and scalability.
Integrate cleanly with backend services and contribute to Golang APIs when needed — not just consume them.
Collaborate tightly with product and design on experience decisions — not just implementation.
Influence architecture, reliability, performance strategy, and engineering standards.
Write high-quality, clean, well-structured code — and enforce that quality in reviews.
Act as a technical force multiplier — mentoring, unblocking, and setting the technical bar.
Minimum Qualifications
8+ years of engineering experience building production web applications.
Expert-level frontend depth — React + Next.js mastery (streaming, modern rendering patterns, state strategy).
Proven ability to design high-performance, scalable, modern frontend systems with clarity and intentionality.
Solid backend competency — ideally Golang, but strong API design fluency is required.
Deep understanding of performance, caching, hydration, code splitting, bundling, deploy strategy, DX/UX tradeoffs.
Product and architecture instincts — you care about what should be built, not just how.
Preferred Qualifications
AI, fintech, or data-intensive product experience.
Experience shaping design systems, frontend platforms, or reusable architecture patterns.
Edge rendering, observability tooling, or event-driven architecture familiarity.
Experience with relational databases (Postgres)
What We Offer
Competitive compensation + meaningful equity.
Opportunity to define the technical foundation of a greenfield AI platform.
A culture optimized for engineering excellence, focus, deep work, and ownership — not ticket factories.
Company Overview
Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle.
Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows.
If you thrive on client impact, innovative product design, and tackling complex problems, Avantos is the place for you.
About the Role
Avantos AI is seeking a Backend Engineer to join our team in building the Avantos web application from the ground up.
Responsibilities
Design, develop, and maintain scalable and efficient backend services using Golang and Python
Collaborate with cross-functional teams to define, design, and ship new features
Implement and optimize database schemas, queries, and data models using PostgreSQL
Work with event-driven architectures and message queues, particularly Kafka
Participate in code reviews and contribute to improving our development practices
Manage and optimize our AWS cloud infrastructure
Troubleshoot, debug, and fix production issues
Write clean, maintainable, and well-documented code
Contribute to the continuous improvement of our development and deployment processes
Minimum Qualifications
3-5 years of experience in backend development
Strong proficiency in Golang and / or Python
Experience with AWS services and cloud architecture
Solid understanding of relational databases, particularly PostgreSQL
Excellent problem-solving and analytical skills
Strong written communication skills
Preferred Qualifications
Familiarity with event-driven architectures and message queues (Kafka)
Experience with containerization and orchestration (Docker, Kubernetes)
Knowledge of CI/CD practices and tools (ArgoCD)
Experience with infrastructure as code tools (Terraform)
Experience in the financial services industry
Familiarity with microservices architecture
Knowledge of security best practices in cloud environments
Experience with monitoring and logging tools
Company Overview
Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle.
Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows.
If you thrive on client impact, innovative product design, and tackling complex problems, Avantos is the place for you.
About the Role
We’re looking for a Senior Full Stack Engineer with a strong frontend core — someone who thinks in React/Next.js first, but is fully capable of contributing at the backend layer using Golang when needed.
Responsibilities
Lead frontend architecture and experience design — owning React/Next.js interfaces end-to-end, with a focus on performance, UX, and scalability.
Integrate cleanly with backend services and contribute to Golang APIs when needed — not just consume them.
Collaborate tightly with product and design on experience decisions — not just implementation.
Influence architecture, reliability, performance strategy, and engineering standards.
Write high-quality, clean, well-structured code — and enforce that quality in reviews.
Act as a technical force multiplier — mentoring, unblocking, and setting the technical bar.
Minimum Qualifications
3+ years of engineering experience building production web applications.
Expert-level frontend depth — React + Next.js mastery (streaming, modern rendering patterns, state strategy).
Proven ability to design high-performance, scalable, modern frontend systems with clarity and intentionality.
Solid backend competency — ideally Golang, but strong API design fluency is required.
Deep understanding of performance, caching, hydration, code splitting, bundling, deploy strategy, DX/UX tradeoffs.
Product and architecture instincts — you care about what should be built, not just how.
Preferred Qualifications
AI, fintech, or data-intensive product experience.
Experience shaping design systems, frontend platforms, or reusable architecture patterns.
Edge rendering, observability tooling, or event-driven architecture familiarity.
Experience with relational databases (Postgres)
What We Offer
Competitive compensation + meaningful equity.
Opportunity to define the technical foundation of a greenfield AI platform.
A culture optimized for engineering excellence, focus, deep work, and ownership — not ticket factories.
Company Overview
Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle.
Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows.
If you thrive on client impact, innovative product design, and tackling complex problems, Avantos is the place for you.
About the Role
Imagine owning the design system that defines what excellent looks like across an AI-native platform reshaping financial services, and setting the craft bar for the whole team through it. As Principal Designer, you'll own the Avantos design system end-to-end and lead design on our core product surface, the Agent Portal. This is a senior individual-contributor craft role, not a people-management one. You'll be the craft anchor: the person who decides what good is, builds the system that scales it, and raises the bar for every designer around you.
Design here is moving fast. Our designers prototype in code and build their own AI tooling, and we re-evaluate how we work every few months as new capabilities land. That churn is deliberate, and for the person in this seat it is an invitation: you will help decide how design works at Avantos, not inherit a settled process. What we hold constant is what we value: judgment, taste, and a system that keeps quality high as the team and product scale. When anyone can generate a passable screen in minutes, those are the scarce things, and building them into how the team works is the heart of this role.
Responsibilities
As a Principal Designer you will
Own the Avantos design system end-to-end: component library, design tokens, pattern language, and the contribution rubric that keeps it coherent as the team grows
Set craft direction across the design team through the system, so the bar lives in shared patterns and tenets rather than in one person's head
Lead design on the Agent Portal, our most-trafficked surface and the place where the system ships first and gets pressure-tested in real product work
Author and evolve our design tenets, partnering with the Head of Design to codify what design means at Avantos
Develop the designers around you through critique, mentorship, and modeling rationale-driven thinking
Represent design in cross-functional product and client conversations where senior craft judgment is needed
Minimum Qualifications
8+ years of product design experience, with craft leadership that reaches beyond your own projects; you've moved the bar at a company, not just shipped strong individual work
Deep expertise in product design fundamentals: interaction, information architecture, visual craft, and the systems thinking that turns a component library into a governing design system
A track record of authoring design systems, tenets, or patterns that other designers adopted and built on
Mastery of Figma and the judgment to evolve a design system as a living set of patterns, not a frozen kit
Fluency prototyping in whatever medium fits the question, increasingly in code and with AI rather than only in a design tool
A genuine curiosity, bordering on obsession, about how AI is changing the nature of design, software, and how teams work
Comfort operating as a senior IC and craft anchor without needing a manager title; this role leads through craft and the system, not through reports
Fluency in B2B SaaS or fintech complexity; financial services experience is welcome but not required
Preferred Qualifications
Experience designing AI-native or agentic products, where design has to make probabilistic, non-deterministic output feel trustworthy and legible
A track record of building your own tooling with AI to move faster or raise the bar
Familiarity with thinkers like Bret Victor, Lou Downe, or Bob Baxley, and a point of view on how craft and systems intersect
Experience as one of the first senior IC design hires at a Series A or B company
What We Offer
Competitive compensation + meaningful equity.
The opportunity to shape the design foundation of a greenfield AI platform: the system, the craft bar, and how design works here
A rare chance to bring service design thinking to scale, reshaping how advice and servicing are delivered across major financial institutions
A culture built for craft, focus, deep work, and ownership, where design shapes the product rather than decorating someone else's spec
Company Overview
Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle.
Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows.
If you thrive on client impact, innovative product design, and tackling complex problems, Avantos is the place for you.
About the Role
Imagine owning two of the most important surfaces of an AI-native platform for financial advisors: the mobile app they reach for on the go, and the Journey Builder where their workflows come to life. As a Senior Product Designer, you'll own both end-to-end. You're a strong product generalist with genuine native mobile depth, the kind of designer who can hold two adjacent surfaces, make the platform calls confidently, and ship craft work without needing a fully-formed playbook to start.
Design here is moving fast. We prototype in code, build our own AI tooling, and re-evaluate how we work as quickly as the tools change. Joining now means you help shape that process rather than inherit it. The things we hold constant are the ones that do not go out of date: getting to the essence of a hard problem, sweating the details that earn it, and staying close to the people who use what we ship.
Responsibilities
As a Senior Product Designer you will:
Own the Avantos Mobile App end-to-end, partnering closely with mobile engineering on the platform-shaped patterns that make it feel native
Own Journey Builder end-to-end, partnering with engineering on the flow logic and step-orchestration patterns at the heart of how advisors work
Make the parity-vs-divergence calls between the mobile and web experiences, knowing when to share patterns and when the platform asks for something different
Contribute mobile-specific and journey-orchestration patterns back into our design system, in partnership with our Principal Designer
Run lightweight user research as part of your design process
Help shape the culture, craft, and rituals of a growing design team
Minimum Qualifications
4+ years of product design experience with real native mobile depth (iOS, Android, or both), as part of a broader product-design background, not responsive web with occasional mobile work
The range of a strong generalist: comfortable owning two adjacent surfaces and switching between a mobile interaction problem and a web orchestration problem
Strong opinions on platform-shaped patterns (iOS Human Interface Guidelines, Material Design) with the judgment to know when to break them
Expertise in Figma and design systems, with the ability to translate patterns across platforms without losing native feel
A track record of owning surfaces end-to-end through ambiguity and iteration
Comfort prototyping in code and with AI, and genuine curiosity about how AI is changing the way we design and build
Preferred Qualifications
Fluency in B2B SaaS or fintech complexity; financial services experience welcome but not required
Experience at consumer-grade mobile companies where the bar on interaction craft is high
Experience designing AI-native or agentic features and rethinking familiar patterns around them
Experience designing workflow, automation, or orchestration tools
Previous experience in a small team or startup with a scrappy, ownership-driven approach
What We Offer
Competitive compensation + meaningful equity.
The opportunity to shape the design foundation of a greenfield AI platform: the system, the craft bar, and how design works here
A rare chance to bring service design thinking to scale, reshaping how advice and servicing are delivered across major financial institutions
A culture built for craft, focus, deep work, and ownership, where design shapes the product rather than decorating someone else's spec
Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle.
Supported by Bessemer Venture Partners and MIT’s investment arm, our team comprises
execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry
challenges, and build technology that empowers users to take charge of their workflows.
Avantos is the platform enterprise financial firms run their client operations on: the advisor-facing portal, the data ingestion that feeds it, reporting and notifications, third-party integrations, AI-assisted features, and the automated journeys that carry a client process end to end. When any part of it misbehaves in production, you are the person who finds out first, works out what actually happened, gets it to the team that can fix it, and tells the client the truth about it. You will own production issues from detection through investigation, routing, and client communication, to shepherding the fix through UAT into production.
This is a technical coordination, triage, and client advocacy role. You will not write production code day to day, but you do need technical literacy: reading logs and traces, understanding how the pieces of an application fit together, and holding your own in a conversation with engineers. People arrive at that from several directions — technical support, QA, implementation or solutions work, technical operations, or development. What matters is that you have it, not where you picked it up.
Be clear-eyed about one thing. A good deal of this work is manual. Nothing chases a fix ticket into a cycle for you, and two issue trackers do not reconcile themselves. The role suits someone who is systematically persistent rather than someone waiting to be paged.
Watch the client’s Linear board for new tickets and status changes such as Ready for Dev and Failed UAT.
Watch #support in Slack and the help@avantos.ai queue for auto-created SUP tickets, and confirm the auto-reply actually went out.
Watch Datadog monitors and error-rate alerts so we find production problems before the client reports them.
Acknowledge to the client on the ticket, and on the email thread where one exists.
Read the report and establish what it is actually about. Go back to the client when it is not reproducible as written.
Set the real severity against the written rubric. A client-set priority is an input, not the answer.
Set the Customer field and labels so the Linear automations fire correctly.
Reproduce the issue in the relevant environment and record the exact steps on the ticket.
Query Datadog logs, traces, and dashboards for the affected service and time window, and attach the evidence.
Separate platform defects from data, configuration, permissions, and user error — and say which it is. Much of what a client sees is tenant configuration rather than product code, and telling the difference is what makes an escalation useful.
Check whether the issue is already known, already fixed on an unreleased branch, or a duplicate.
Route to the engineering triage queue that owns the affected service or surface, never to a default queue.
Link the support ticket as blocked-by the engineering fix ticket so the dependency is visible.
Chase the fix ticket into a cycle, and keep chasing it. Nothing does this automatically.
Cross-link the two tickets in both directions as soon as the support ticket exists.
Mirror every status transition onto the client’s board: In Review, Ready for UAT, In UAT, Ready for Production, In Production.
Maintain the mapping between our statuses and theirs, and flag where the vocabularies have drifted.
Reconcile both boards on a fixed cadence to catch mirrors that were missed.
Give the client a status update on the agreed rhythm, including on tickets where the answer is “no change”.
Communicate outcomes on the ticket and on the parallel email thread, so both records close cleanly.
Frame dates as estimates until release notes confirm them, and say plainly when an estimate slips.
Represent the support queue in the Tuesday and Thursday huddles with current numbers, not recollection.
Friday release prep: confirm every expected ticket is on the release board, is QA’d, is Ready for UAT on the client’s side, and appears in the release notes.
Send the release notes, then flip every ticket to In UAT on both boards after the Monday evening deploy and smoke test.
Triage Failed UAT sub-issues, judge patch runway against the written cut-off, and see agreed patches through with whoever is on deployment duty.
On production deploy: confirm the branch, monitor the release in Datadog, coordinate the client’s smoke tester, and log their confirmation on the ticket.
Experience: Roughly 3–6 years in a technical role with real client or production exposure — technical support, QA, implementation or solutions work, technical operations, or software development.
Technical Literacy: You understand how web applications, APIs, and services fit together, and you can read an error and form a sensible hypothesis about where it came from. A formal engineering background is one route to this; it is not the only one.
Observability: Comfortable working with logs, traces, and monitors. We use Datadog; experience with Splunk, New Relic, CloudWatch, or similar transfers, and the tool itself is quick to learn.
Data Literacy: Enough SQL to check whether a record exists and whether it looks right — or the appetite to pick that up in your first few weeks.
Issue Tracking: Linear, Jira, or similar, including work spanning more than one instance or workspace.
Client-Facing Aptitude: Strong empathy, and the composure to hold a difficult client conversation, set realistic expectations, and translate technical detail into plain language.
Process & Detail Orientation: Exceptional organization. Ticket parity across two boards, Slack, and email is held together by attention, not by tooling.
Communication: Business-fluent spoken and written English.
Hours: Full-time aligned to US East Coast hours, including Monday evening deploy windows.
Financial services exposure: wealth management, client onboarding, account opening, or custodial operations.
Experience supporting a configurable platform, where much of what a client sees is tenant configuration rather than product code.
Familiarity with Linear automations, or with administering an issue tracker across multiple workspaces.
Experience writing runbooks or triage rubrics that other people then used.
Prior work on a release train — UAT coordination, release notes, cut-off management.
Company Overview
Avantos AI is pioneering the future of client relationship management, transforming the industry through an AI-driven lens. We are building the first AI-native operating system for financial services, redefining the ways organizations onboard clients, deliver advice, and manage core servicing workflows. Our platform consolidates fragmented data, automates complex processes, and integrates intelligent decision-making into every stage of the client lifecycle.
Backed by Bessemer Ventures and MIT's investment arm, our team unites execution-driven, design-focused founders and leaders from Wharton, MIT, leading design programs, and former unicorn SaaS companies. We are passionate about solving deep industry challenges and developing technology that empowers users to take control of their workflows. If you are driven by client impact, innovative product design, and tackling complex challenges, Avantos offers an environment where you will thrive.
Avantos is seeking a highly motivated and experienced Account Director to join our Go-to-Market team, owning the technical and solutions narrative for our most important enterprise financial-institution accounts from first call to signed contract.
We believe the next generation of client onboarding and servicing for wealth management, insurance, banking and other regulated financial institutions will be built on AI-native infrastructure. The GTM team's mission is to prove that value directly with the institutions that need it most.
Reporting to the Head of GTM, this role is a mixture of technical fluency, strategic thinking, and ownership over the full customer relationship. This is one of the first dedicated solutions hires on the GTM team, with real scope to define what the function looks like long term.
Own the technical and solutions narrative for a defined portfolio of enterprise financial-institution accounts, from first call to close
Serve as the single technical point of contact for every account in your portfolio
Engage in discovery and qualification conversations early, working directly with the Head of GTM
Scope and run product demos and POCs tailored to each prospect's onboarding and servicing workflows, partnering with solutions, support, and engineering to clear blockers and turn prospect feedback into product decisions
Build that demo/POC process into a repeatable playbook, since none currently exists
Navigate the multi-stakeholder, compliance-heavy buying processes that come with selling into banks, RIAs, and other regulated financial institutions
Keep pipeline and forecast data current in real time
Partner with the partnerships team to advance channel-sourced opportunities
7+ years in a strategic advisory, sales engineering, or hybrid technical-partnership role at a B2B SaaS or fintech company, or equivalent experience in technology/management consulting or digital transformation work
Running live product demos and answering technical or integration questions in real time
Working or delivering into financial services, wealth management, or another regulated enterprise industry, or genuine curiosity about the space and a fast learning curve
Owning complex enterprise engagements or strategic customer relationships from start to finish
Working directly with and presenting to C-suite stakeholders at major financial institutions
Communicating technical concepts precisely to both technical and non-technical audiences
Operating without an established playbook or a large team, with real ambiguity to work through
Demonstrating strong partnership instincts, with ambition to grow into a strategic leadership or team-building role over time
Experience partnering with channel/partnership teams to source and develop opportunities
Time at an early-stage or AI-native software company
Fluency in RIA, IBD, or wealth-management operations or technology stacks
Avantos is building the industry’s first AI-native operating system for financial services, redefining how firms onboard clients, deliver advice, and manage core servicing workflows. Our platform unifies fragmented data, automates complex processes, and embeds intelligent decision-making across every step of the client lifecycle.
We partner with leading financial institutions and are scaling rapidly. We’re an execution-driven, design-obsessed, product-led team composed of founders and leaders from Wharton, MIT, top design programs, and prior unicorn SaaS companies. We move fast, solve deep industry problems, and build technology that puts users back in control of their workflows.
If you love client impact, product design, complex problem solving, and bringing AI-enabled change to real-world businesses, Avantos is where you will thrive.
We are seeking a strategic Technical Product Manager to define product vision, manage a customer-focused roadmap, and lead enterprise customer engagement. This role translates complex needs into clear requirements, collaborates closely with engineering on architecture and delivery, and partners across teams to ensure cohesive, high-impact product execution.
Build and maintain a strategic product roadmap that balances customer needs, business goals, and technical feasibility
Define and communicate product vision and strategy aligned with company objectives and market opportunities
Serve as the primary product liaison for enterprise customers, building strong relationships with key stakeholders
Lead customer discovery sessions, requirements gathering, and solution design workshops
Translate complex customer needs into clear, actionable product requirements and user stories
Work closely with engineering teams to define technical architecture and implementation approaches
Make informed trade-off decisions between technical complexity, time to market, and customer value
Understand system integrations, APIs, data models, and enterprise technology stacks
Partner with Engineering, Design, Sales, Customer Success, and Marketing to ensure cohesive product delivery
Drive development processes and participate actively in development cycle planning
5+ years of technical product management experience, with at least 2 years focused on enterprise B2B products
Proven track record of successfully launching and scaling technical products from concept to market
Strong technical acumen with ability to engage in detailed technical discussions with engineering teams
Experience working directly with enterprise customers, including executives and technical stakeholders
Deep understanding of enterprise software architecture, APIs, integrations, and security considerations
Excellent analytical skills with experience using data to drive product decisions
Outstanding communication and presentation skills, with ability to articulate complex concepts to diverse audiences
Experience working in or with Financial Services and Wealth Management industries
Familiarity with financial services regulations, compliance requirements, and industry standards
Knowledge of wealth management platforms, portfolio management systems, or related fintech solutions
MBA or advanced technical degree
Competitive compensation + meaningful equity.
Opportunity to define the technical foundation of a greenfield AI platform.
A culture optimized for technical excellence, focus, deep work, and ownership
Company Overview
Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle.
Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows.
If you thrive on client impact, innovative product design, and tackling complex problems, Avantos is the place for you.
About the Role
We’re looking for a Senior Full Stack Engineer with strong backend and applied AI experience to join our AI engineering team. You’ll productize and scale our intelligence platform while connecting its capabilities to the product.
Responsibilities
Build and productize reusable AI platform capabilities for other engineering teams.
Own backend services, APIs, and integrations, primarily in TypeScript with Go where needed.
Deliver full-stack features connecting AI capabilities to React/Next.js product experiences.
Improve scalability, reliability, and performance through sound architecture, testing, troubleshooting, and on-call participation after ramping.
Use coding agents to accelerate delivery while maintaining ownership of planning, code quality, review, and validation.
Collaborate across engineering, product, and design; communicate proactively, share ownership, and commit to team decisions.
Minimum Qualifications
Senior-level experience shipping and owning production software at scale.
Hands-on applied generative AI engineering experience building intelligence layers or AI-enabled products.
Strong backend engineering and API design skills in TypeScript or another transferable language.
Full-stack capability, including the ability to build and maintain modern web interfaces.
Sound system design judgment across scalability, reliability, performance, and engineering tradeoffs.
High autonomy and accountability, with clear communication and sound decisions in ambiguous environments.
Preferred Qualifications
Experience with Python and/or Go.
Experience with AI evaluations, integrity systems, or recommendation capabilities.
Prior startup experience or experience productizing early-stage platforms.
Financial-services, fintech, or data-intensive product experience.
What We Offer
Competitive compensation + meaningful equity.
Opportunity to shape and scale an AI platform for financial services.
A culture optimized for engineering excellence, focus, deep work, and ownership.
Company Overview
Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle.
Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows.
If you thrive on client impact, innovative product design, and tackling complex problems, Avantos is the place for you.
About the Role
Imagine owning two of the most important surfaces of an AI-native platform for financial advisors: the mobile app they reach for on the go, and the Journey Builder where their workflows come to life. As a Senior Product Designer, you'll own both end-to-end. You're a strong product generalist with genuine native mobile depth, the kind of designer who can hold two adjacent surfaces, make the platform calls confidently, and ship craft work without needing a fully-formed playbook to start.
Design here is moving fast. We prototype in code, build our own AI tooling, and re-evaluate how we work as quickly as the tools change. Joining now means you help shape that process rather than inherit it. The things we hold constant are the ones that do not go out of date: getting to the essence of a hard problem, sweating the details that earn it, and staying close to the people who use what we ship.
Responsibilities
As a Senior Product Designer you will:
Own the Avantos Mobile App end-to-end, partnering closely with mobile engineering on the platform-shaped patterns that make it feel native
Own Journey Builder end-to-end, partnering with engineering on the flow logic and step-orchestration patterns at the heart of how advisors work
Make the parity-vs-divergence calls between the mobile and web experiences, knowing when to share patterns and when the platform asks for something different
Contribute mobile-specific and journey-orchestration patterns back into our design system, in partnership with our Principal Designer
Run lightweight user research as part of your design process
Help shape the culture, craft, and rituals of a growing design team
Minimum Qualifications
4+ years of product design experience with real native mobile depth (iOS, Android, or both), as part of a broader product-design background, not responsive web with occasional mobile work
The range of a strong generalist: comfortable owning two adjacent surfaces and switching between a mobile interaction problem and a web orchestration problem
Strong opinions on platform-shaped patterns (iOS Human Interface Guidelines, Material Design) with the judgment to know when to break them
Expertise in Figma and design systems, with the ability to translate patterns across platforms without losing native feel
A track record of owning surfaces end-to-end through ambiguity and iteration
Comfort prototyping in code and with AI, and genuine curiosity about how AI is changing the way we design and build
Preferred Qualifications
Fluency in B2B SaaS or fintech complexity; financial services experience welcome but not required
Experience at consumer-grade mobile companies where the bar on interaction craft is high
Experience designing AI-native or agentic features and rethinking familiar patterns around them
Experience designing workflow, automation, or orchestration tools
Previous experience in a small team or startup with a scrappy, ownership-driven approach