Technical Account Manager / Customer Success Manager - US (Remote)
Position: Technical Account Manager / Customer Success Manager – US (Remote)Location: United States (100% remote)Our client is an award-winning, market-leading software company delivering advanced, at-scale solutions across global financial markets. Their platform is trusted by some of the most complex, high-volume trading environments, including banks, broker-dealers, proprietary trading firms, exchanges, and regulatory organizations.Position OverviewWe are seeking a client-facing Technical Account Manager / Customer Success Manager to serve as both a strategic and technical partner to clients. This hybrid role blends relationship management with technical expertise, ensuring successful onboarding, adoption, and ongoing optimization of the platform.You will act as a primary point of contact for customers, supporting both pre- and post-sales activities, driving product utilization, resolving technical challenges, and identifying opportunities for growth.Key ResponsibilitiesServe as the primary point of contact for clients, building strong relationships to drive satisfaction, retention, and long-term engagementProvide technical guidance on the platform, including APIs, integrations, and system functionalitySupport clients through onboarding, implementation, and training to ensure successful adoptionCollaborate with Sales, Product, and Engineering teams to address client needs and improve overall deliveryTroubleshoot and resolve technical issues, proactively minimizing disruptionsConduct regular client check-ins, business reviews, and training sessions to drive continued engagementAnalyze customer usage data to identify risks, optimization opportunities, and areas for expansionPartner with clients to understand their workflows and recommend solutions aligned to their business needsStay current on market structure, regulatory developments, and industry trends to advise clients effectivelyAct as the voice of the customer internally, ensuring feedback is captured and addressedIdentify and support opportunities for upsell and cross-sell through deeper client engagementDocument solutions, use cases, and client feedback to enhance internal knowledge sharingRepresent the firm at industry events, conferences, and client meetingsQualificationsExperience in a client-facing role such as Technical Account Manager, Customer Success Manager, Solutions Engineer, or similar within SaaS, fintech, or financial servicesStrong understanding of capital markets and regulatory environmentsTechnical familiarity with software platforms, APIs, integrations, and troubleshootingStrong problem-solving skills with a proactive, solutions-oriented mindsetExcellent communication skills with the ability to engage both technical and business stakeholdersAbility to manage multiple clients and priorities in a fast-paced environmentExperience working with US financial markets is preferredWillingness to travel occasionally for client engagementBenefits & Perks100% RemoteCompetitive Compensation + EquityHealth, Dental, Vision & Disability CoverageUnlimited PTOFlexible Work EnvironmentJ-18808-Ljbffr