Premier Technical Account Manager

Orion Advisor Solutions, Inc.; Northern (KY); Hybrid; USD 64,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision

Disability coverage on day one

401(k) plan with employer match

Paid parental leave

Pet benefits

Student loan repayment

Job summary

Orion Advisor Solutions, Inc. is seeking a Premier Technical Account Manager to act as the strategic technical partner and primary relationship owner for high-value advisory firms.

You will drive platform adoption, provide consultative guidance, and coordinate cross-functional teams to deliver value across the client lifecycle. In this role, you’ll manage executive relationships, conduct strategic sessions, and mentor peers while maintaining accurate client documentation and leading on-site or

Qualifications

• Minimum 3 years in client service, customer success, or financial services
• Experience supporting complex advisory firms or high-touch segments
• Escalation resource or senior IC experience preferred
• Strong strategic client relationship and portfolio management experience
• Consultative advisory and influence skills
• Strong analytical reasoning applied to client operations
• Deep SaaS-based fintech platform understanding
• 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
• Mentorship through influence rather than authority
• Ability to own and manage stakeholder relationships across levels

Responsibilities

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

Skills

Account Management

Business

Business Advising

Consultative Services

CRM

Customer Relationships

Customer Service

Executive Relationships

Presales

Product Knowledge

Project Management

Relationship Management

SaaS

Solution Architecture

System Administration

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 ServicesConsulting
• 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.

Benefits

• health
• dental
• vision
• 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

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. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what's possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place.