Premier Technical Account Manager

Orion; Lehi (UT); Hybrid; USD 64,000 - 95,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401(k) with employer match

Paid parental leave

Pet benefits

Job summary

Orion seeks a Premier Technical Account Manager to serve as the strategic technical partner and primary relationship owner for high-value advisory firms. This hybrid role combines platform expertise, advisory capability, and portfolio management to maximize client value.

The role handles complex client relationships, escalation support, and mentorship, with opportunities to lead onsite or virtual strategic sessions and collaborate with Product and Development teams.

Qualifications

• Has a minimum of an Associate’s degree as preferred.
• Has a minimum of three (3) years of experience in client service, customer success, or financial services as required.
• Experience supporting complex advisory firms or high-touch segment.
• Experience as escalation resource or senior IC preferred.
• Strategic client relationship and portfolio management experience.
• Consultative advisory and influence skills.
• Strong analytical reasoning applied to client operations.
• Deep functional understanding of SaaS-based fintech platforms.
• Ability to translate complex technical concepts into business guidance.
• Cross-functional collaboration and project leadership experience.
• Executive-level communication and presentation skills.
• Independent judgment in prioritization and risk assessment.

Responsibilities

• Serve as the primary strategic and technical relationship owner for assigned Premier advisory firms.
• Develop deep understanding of each client's business model, operational structure, and strategic goals.
• Own ongoing client engagement across onboarding, training, adoption, and lifecycle activities.
• Provide consultative guidance on Orion platform capabilities across multiple functional areas.
• Anticipate client risks and opportunities by monitoring usage patterns and service trends.
• Lead periodic business reviews with clients to assess adoption and satisfaction.
• Manage client inquiries and service issues by coordinating cross-functional teams.
• Oversee execution of customized workflows aligned to client operating models.
• Maintain accurate client documentation including reference guides and service records.
• Serve as project lead for client initiatives, coordinating SMEs, Product, and Development teams.
• Act as escalation point for complex client situations requiring advanced judgment.
• Plan and lead onsite or virtual strategic sessions to strengthen executive relationships.

Skills

Account Management

Business Advising

Consultative Services

Customer Relationship Management

Executive Relationships

Product Knowledge

Project Management

Relationship Management

SaaS

Solution Architecture

Technical Account Management

Education

Associate's degree

Job description

About This Opportunity

As a Premier Technical Account Manager you will serve as the strategic technical partner and primary relationship owner for assigned high-value advisory firms. This role combines deep platform expertise, consultative advisory capability, and portfolio management to ensure clients derive maximum value from Orion's solutions. Senior TAMs handle complex client relationships, elevated service needs, and provide informal mentorship and escalation support. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

Location

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In This Role, You’ll Get To

• Serve as the primary strategic and technical relationship owner for assigned Premier advisory firms
• Develop deep understanding of each client's business model, operational structure, and strategic goals
• Own ongoing client engagement across onboarding, training, adoption, and lifecycle activities
• Provide consultative guidance on Orion platform capabilities across multiple functional areas
• Anticipate client risks and opportunities by monitoring usage patterns and service trends
• Lead periodic business reviews with clients to assess adoption and satisfaction
• Manage client inquiries and service issues by coordinating cross-functional teams
• Oversee execution of customized workflows aligned to client operating models
• Maintain accurate client documentation including reference guides and service records
• Serve as project lead for client initiatives, coordinating SMEs, Product, and Development teams
• Act as escalation point for complex client situations requiring advanced judgment
• Plan and lead onsite or virtual strategic sessions to strengthen executive relationships

We’re Looking For Talent Who

• Has a minimum of an Associate’s degree as preferred
• Has a minimum of three (3) years of experience in client service, customer success, or financial services as required
• Has experience supporting complex advisory firms or high-touch segment
• Has experience as escalation resource or senior IC preferred
• Has strategic client relationship and portfolio management experience
• Has consultative advisory and influence skills
• Has strong analytical reasoning applied to client operations
• Has deep functional understanding of SaaS-based fintech platforms
• Can translate complex technical concepts into business guidance
• Has cross-functional collaboration and project leadership experience
• Has executive-level communication and presentation skills
• Has independent judgment in prioritization and risk assessment skills
• Can mentor peers through influence rather than authority
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Recommended Skills

Account Management, Business, Business Advising, Consultative Services, Consulting, Customer Relationship Management (CRM), Customer Relationships, Customer Service, Executive Relationships, Presales, Product Knowledge, Project Management, Relationship Management, Software as a Service (SaaS), Solution Architecture, System Administration, Technical Account Management

Salary Range

$63,899.00 - $95,151.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.