Avantos is the AI native operating system for client management, delivering a new operating layer with AI agents that power onboarding, servicing, and growth while fitting seamlessly into your existing technology stack. Backed by Bessemer.
About the role
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.
What they're looking for
- 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
More about this role
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,...
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