Technical Account Manager

insightsoftware; London; On-site; GBP 45,000 - 70,000; Full time

Job summary

A leading company in financial solutions is seeking a Technical Account Manager in London. This role involves overseeing technical needs, training partners, and providing support for products like Jet and Power BI. The ideal candidate will have a strong technical background and proven experience in customer-facing roles.

Qualifications

• Solid technical background with hands-on experience in digital technologies.
• Proven experience as a Technical Account Manager or similar role.
• Exceptional initiative and follow-through skills.

Responsibilities

• Train partners to use Jet, BI, and other planning solutions effectively.
• Support pre-sales activities by providing technical leadership.
• Resolve technical support requests and escalations from partners and customers.

Skills

Problem-solving

Communication

Technical support

Customer needs analysis

Training

Education

Bachelor’s degree in computer science or related field

Tools

Microsoft Dynamics ERP

SQL

Power BI

Job description

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com

Job Description

We are seeking a skilled Technical Account Manager to join our team in London, United Kingdom. In this role, you will oversee and address our partners’ and customers’ technical needs. This role works with Jet, BI, and other products. You will serve as the primary technical liaison between our organization and our partners to support their customers within EMEA, delivering a successful technical strategy, guidance, training, and platform expertise.

ESSENTIAL FUNCTIONS

1. Train partners to use, sell, and implement Jet, BI, and other planning solutions effectively, developing and maintaining partner technical readiness including training, platform, and product awareness.
2. Support pre-sales activities by providing technical leadership, liaising with the sales department to win new business and increase sales.
3. Serve as the technical contact for Jet and planning solutions for assigned EMEA Partners. Advising them and their customers on application, implementation, and optimization of products, guiding them through technical and architectural issues for complex environments.
4. Resolve technical support requests and escalations from partners and customers, analyzing their needs and suggesting upgrades or additional features.
5. Answer questions and provide guidance regarding products, platform, and technology, including Jet and other products, SQL Server, data from Microsoft Dynamics ERP solutions or financials, and visualization tools such as Power BI.
6. Address all product-related queries promptly, supporting partner recruitment through education and showcasing how features can enhance business processes.
7. Develop support methods and procedures for second-level support, including training on ticket creation and other processes to provide world-class support.
8. Gather feedback from partners and customers to identify potential new features or products, report on product performance, and identify solutions to reduce support costs.
9. Attend internal and external training events to stay updated on products and platforms.
10. Provide consulting sessions at partner events, analyzing business, technical, and functional requirements to create solution designs.
11. Learn new products as needed to support the business, with an understanding of Power BI or similar solutions and data modeling.

Qualifications

• Solid technical background with hands-on experience in digital technologies including Microsoft Dynamics ERP or financials, SQL, and Power BI.
• Bachelor’s degree in computer science or a related field preferred, or strong technical experience.
• Proven experience as a Technical Account Manager or similar role, with ability to solve complex integration and product questions, including troubleshooting customer issues.
• Exceptional initiative, follow-through skills, and ability to understand customer needs and suggest solutions.
• Results-driven with a goal-oriented mindset.
• Effective communication skills to interact across various levels and disciplines.
• Strong problem-solving skills and critical thinking.
• Trustworthiness and respect gained through consistent performance.
• Highly organized with attention to detail.

Additional Information

All information will be kept confidential according to EEO guidelines.

Note: insightsoftware is currently unable to sponsor candidates not eligible to work in the location.

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