Senior Technical Account Manager

Symphony EYC; New York (NY); On-site; USD 140,000 - 170,000; Full time

Job summary

A leading provider of AI-powered software solutions is looking for a Senior Technical Account Manager to build strategic customer relationships within financial services. This role emphasizes communication and technical guidance to help clients maximize value from innovative products, driving customer success in a rapidly evolving industry.

Benefits

401(k) plan with employer matching

Health insurance coverage

Paid holidays

Flexible Time Off Policy

Bonus eligibility

Qualifications

• 5+ years in Technical Account Management or Customer Success in Financial Services.
• Experience with compliance, fraud, or transaction monitoring software.
• Strong customer empathy and ownership with excellent communication skills.

Responsibilities

• Own strategic relationships with 2–5 named accounts across banks.
• Guide onboarding and ensure customers follow best practices.
• Manage high-severity incidents and escalations.

Skills

Client Relationship Management

Technical Communication

Problem Solving

Customer Success

Tools

CRM Software

APIs

Databases

Job description

3 days ago Be among the first 25 applicants

Introduction

Introduction

SymphonyAI is a leading provider of AI-powered software solutions across compliance, fraud, and financial crime. Our clients include top global banks, insurers, and financial institutions. We are seeking a senior-level Technical Account Manager (TAM) with strong client-facing experience, some technical grounding, and deep financial services exposure in Charolette, NC or New York City surrounding area.

The Senior TAM is a trusted advisor and main point of contact for a portfolio of strategic customers. They blend relationship management, technical advisory, and industry domain expertise to help clients maximize value from SymphonyAI products. This is not a deep technical or engineering role; it’s for a strong communicator and customer advocate who understands the regulatory context, can guide issue resolution, and drive long-term success.

Job Description

Client Relationship & Success

• Own strategic relationships with 2–5 named accounts across Tier 1 and Tier 2 banks
• Develop account plans, lead QBRs, and manage client satisfaction and adoption
• Proactively identify risk to retention and expansion; escalate or intervene appropriately
• Lead Client Advisory Boards or Voice of Customer programs to improve feedback loops
• Encourage references, testimonials, and success stories through strong engagement
  
  

Implementation Guidance & Integration Support

• Serve as liaison for configuration/integration between SymphonyAI and customer ecosystems (banking, case management, CRM, etc.)
• Guide onboarding and upgrades—ensure customers are aligned to best practices
• Coordinate internal resources (Support, Product, PS) on customer initiatives
  
  

Regulatory & Compliance Knowledge

• Provide AML/Compliance guidance with respect to system configuration and reporting
• Stay current with regulations and help customers interpret requirements via our tools
  
  

Technical Communication & Escalation

• Manage high-severity incidents and escalations with urgency and clarity
• Analyze client usage patterns; spot anomalies or underutilization
• Work closely with Engineering/Support but do not act as Tier 3 resource
  
  

Reporting & Documentation

• Ensure clients can generate accurate and complete AML compliance reports
• Maintain account-level documentation, configuration logs, and engagement summaries
  
  

Required Skills & Experience

• 5+ years in Technical Account Management, Customer Success, Program Delivery, or similar in Financial Services
• Background with compliance, AML, fraud, or transaction monitoring software
• Excellent communication, problem-solving, and executive presentation skills
• Experience guiding deployments or managing post-sales enterprise software lifecycle
• Strong customer empathy and ownership; naturally proactive
• Familiarity with Java applications, databases, APIs, and cloud environments preferred
• Nice to have: CAMS certification, knowledge of FATF/FCA/FinCEN regulations
  
  

Technical Comfort Zone (should Be Familiar, Not Necessarily Expert)

• Containers (Websphere, Tomcat, JBoss), APIs (REST/SOAP), DBs (Oracle, Postgres)
• Messaging technologies (Kafka, MQ), Debugging and JVM tuning concepts
  
  

Additional Info

• Candidates must reside in Charlotte, NC or the Tri-State Area due to customer proximity
• Strong internal collaboration required (Support, Engineering, Sales, PS, Product)
• This role supports st rategic accounts but does not require deep hands-on coding
• Limited travel, mostly regional
  
  

Base Salary Range for this role is $140,000 - $170,000. This range reflects the expected minimum and maximum base salary for this position. Actual compensation may vary outside of this range based on factors such as location, experience, and qualifications. The base salary is just one component of SymphonyAI’s comprehensive compensation package. Additional compensation includes eligibility for company bonus program, as well as a robust benefits package including health insurance coverage, Life and disability insurance,401(k) plan with employer matching, Paid holidays and Flexible Time Off Policy.

About Us

About SymphonyAI

SymphonyAI is building the leading enterprise AI SaaS company for digital transformation across the most critical and resilient growth verticals, including retail, consumer packaged goods, financial services, manufacturing, media, and business IT. SymphonyAI verticals have many leading enterprises as clients. Since its founding in 2017, SymphonyAI has grown rapidly to 2,500 talented leaders, data scientists, and other professionals across 33 countries. SymphonyAI is an SAIGroup company, backed by a $1 billion commitment from Dr. Romesh Wadhwani, a successful entrepreneur and philanthropist.

Visit here , for more information about how we hire, what’s in it for you, our culture and values.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Software Development

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