Account Manager

TS Imagine Inc.; New York (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Vacation and Personal days

Annual bonus and salary review

Health insurance

Life Insurance

Job summary

TS Imagine seeks a Technical Account Manager in New York to act as the primary client contact, deepening relationships and driving success with the TS Imagine product suite. You will manage client expectations, coordinate with sales and professional services, and identify opportunities to expand revenue while ensuring smooth operations.

You’ll train clients on new features, provide quarterly roadmap updates, and document workflows.

Qualifications

• Bachelor’s degree or equivalent.
• Technical understanding of buyside/sellside workflows in front office.
• Experience with order and execution management workflows.
• Knowledge of financial markets products and electronic trading basics.
• Strong network within buyside/sellside communities.
• Excellent written and oral communication; able to collaborate globally.

Responsibilities

• Build relationships with clients as a primary point of contact and understand their business strategies.
• Provide regular visits, calls, and updates to ensure clients are serviced and expectations managed.
• Identify upsell opportunities and maximize revenue with existing clients.
• Provide training and demonstrations on new product features to clients.
• Create and maintain client workflow documentation and log time in FinancialForce.
• Coordinate with Sales, Professional Service, and other TS Imagine teams to deliver client solutions.
• Issue release notes and provide quarterly roadmap updates to clients.
• Manage client production incidents and escalate issues as needed.
• Assist with trouble shooting and feedback to internal product teams.

Skills

Communication skills

Relationship management

Time management

Leadership

Education

Bachelor's degree or equivalent

Tools

Salesforce

JIRA

Confluence

PSA

Job description

TS Imagine, the world's leading provider of real-time trading, portfolio and risk management solutions for the financial services industry, is looking for a Technical Account Manager to join our growing team. Technical Account Managers are the primary point-person for their accounts who forge strong relationships and help clients grow their business by getting the most out of the TS Imagine product suite.

Who will love this job

• An ambitious and driven individual – you have the energy to maximize customer satisfaction and retention through first rate levels of service and follow up
• A strong communicator – you are adept at building and maintaining trusted and respected relationships with clients and colleagues at all levels
• A self-motivator – you can work effectively in a fast-paced business environment, managing multiple tasks and deadlines

What you’ll do

Client Relationship Management

• Build a relationship with our clients as a primary point of contact and gaging a good understanding of their business strategies across all asset classes
• Provide regular visits, phone calls and updates to the client to ensure client is sufficiently serviced and expectations are managed
• Understand the client’s internal structure of stakeholders and ensure a relationship is formed with key members from every group (trading desk, IT, COO, compliance)
• Maximize revenue opportunities for the company to existing clients by identifying upselling opportunities
• Identify any potential opportunity or threats with other competitive solutions that may be on the client’s desktop
• Identify potential risks due to support or product gaps in a pro-active manner
• Identify any risks to the business due to consolidation or downsizing
• Provide feedback internally and keep up to date information and reporting through Salesforce.com
• Assist our sales team in marketing campaigns across our existing clients
• Facilitate client entertainment and networking events
• Provide point of escalation for any ongoing support issues
• Provide high-level business updates to internal stakeholders at TS Imagine

Ongoing Technical Account Management

• Liaise with clients in order to identify and understand their business requirements
• Create statements of work that define proposed solutions. If requirements are complex or large, engage the Professional Service team
• Liaise with other departments within TSI in order to deliver on the client requirements
• Provide regular training and demonstrations on new product features or to new users and documenting and communicating feedback
• Liaise with brokers, dealers and venues to give client access to their required execution destinations
• Provide a TSI roadmap update on a quarterly basis and record the minutes and follow up actions in Salesforce
• Manage regular TSI upgrades to latest version
• Provide release notes to clients with every back end (TSOM) release and for TradeSmart releases taken
• Review client issues, requirements and workflows on a regular basis
• Manage communication and follow up on any major production incidents for client accounts
• Identify and manage resolution of any re-occurring support issues
• Assist with trouble shooting where required
• Create and maintain client workflow documentation
• Log all time in FinancialForce

You should have

• Bachelor’s degree or equivalent
• Technical understanding and knowledge of buyside/sellside/private bank workflows in the front office, with a specific focus in Equities, Listed Derivatives and Fixed Income
• Thorough and hands-on knowledge and experience of order and execution management workflows and functionality
• Understanding of financial markets products, a broad understanding of the electronic trading process and related regulation, risk and operations and associated front office order execution and order flow requirements
• A strong network of relevant contacts within the buyside and sellside community
• Highly proficient communication skills, both written and oral
• Ability to positively engage with and contribute to the wider global team
• Willingness to work occasional evenings and/or weekends to accommodate client deadlines and time-zone differences.
• Ability and willingness to provide leadership to more junior members of a team
• Proficiency with tools such as Salesforce, JIRA, Confluence, PSA
• Languages English; Any other languages are an asset

Why TS Imagine / Benefits

• Vacation and Personal days
• Annual bonus and salary review
• Health insurance
• Life Insurance
• Compensation salary range $125,000 - $150,000

About TS Imagine

Created out of the combination of two best-in-class SaaS platforms, TradingScreen and Imagine Software, TS Imagine delivers integrated trading, portfolio and real-time risk solutions for capital markets. The platform is uniquely positioned to streamline complex and time-consuming workflows across front, middle, and back office functions. TS Imagine has close to 400 employees in 10 offices worldwide, serving approximately 500 global buy‑side and sell‑side institutions across North and South America, EMEA, and Asia Pacific including hedge funds, traditional asset managers, pension funds, mutual funds, and financial institutions.

We challenge our employees every day to think creatively and innovate across silos and across platforms.