Senior Technical Account Manager

Broadridge Financial Solutions; New York (NY); Sur place; USD 150 000 - 160 000; Plein temps

Résumé du poste

Broadridge Financial Solutions is seeking a Senior Technical Account Manager (TAM) to partner with clients, understand their business, and drive success across a multi‑pod operating model. You will combine technical acumen with relationship management to protect revenue and enable growth.

You will act as the primary client contact, monitor satisfaction, coordinate incidents and changes, and collaborate with Sales and Product Management to identify opportunities across a defined client portfolio.

Qualifications

• 8+ years’ experience in technical client service, account management, or application support within financial technology or trading environments.
• Deep knowledge of Order Management Systems, FIX connectivity, and front‑office trading workflows.
• Proven success managing complex client relationships and driving satisfaction in high‑pressure environments.
• Strong technical troubleshooting and coordination skills, with a disciplined approach to issue ownership.
• Commercially minded—able to identify growth opportunities and articulate client value propositions.
• Exceptional communication, presentation, and interpersonal skills.
• Knowledge of the FIX protocol and trading system architectures is highly desirable.

Responsabilités

• Develop a deep understanding of each client’s business model, trading strategies, and technology stack.
• Analyze product usage, workflows, and key business drivers to identify needs and opportunities.
• Lead remediation plans for at‑risk clients and track progress with internal teams.
• Identify upsell and cross‑sell opportunities and support pipeline development with Sales.
• Serve as primary client contact, manage tickets, and coordinate changes with stakeholders.
• Deliver onboarding and ongoing training to enhance product utilization.

Connaissances

Technical TAM

Client management

FIX connectivity

Trading workflows

Incident management

Cross-functional

Commercial acumen

Communication

Description du poste

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Role Overview

As a Senior Technical Account Manager (TAM), you will play a central role in delivering a proactive, client-focused service experience under our new pod operating model. You will act as a trusted partner to our clients—deeply understanding their business, anticipating their needs, and collaborating internally to ensure their continued success. This is a highly impactful client-facing role that combines technical expertise, relationship management, and commercial acumen.

Key Responsibilities

1. Client Intimacy

• Develop a deep understanding of each client’s business model, trading strategies, and technology stack.
• Analyze product usage, workflows, and key business drivers to identify needs, patterns, and opportunities.
• Continuously document and refresh client intelligence in our CRM and internal knowledge systems.
• Partner with Product Management and Account Management to align on client objectives and priorities.

2. Client Satisfaction & Revenue Retention

• Monitor and assess client sentiment through direct engagement, surveys, and usage analytics.
• Anticipate dissatisfaction or churn risk early by reviewing support trends, renewal timelines, and usage data.
• Lead remediation plans (“path to green”) for at‑risk clients, coordinating across internal teams.
• Track and report satisfaction metrics through governance dashboards, QBRs, and client scorecards.

3. Contribution to Revenue Growth

• Identify upsell and cross‑sell opportunities by understanding client challenges and expansion plans.
• Collaborate closely with Sales to qualify opportunities and support pipeline development.
• Provide business insights and account context to enable strategic growth within your client portfolio.

4. Day-to-Day Client Service & Relationship Management

• Serve as the primary contact for assigned clients, ensuring timely, accurate, and high‑quality responses.
• Manage tickets, track resolution progress, and ensure accountability across all resolving groups.
• Coordinate changes, upgrades, and maintenance activities smoothly, minimizing client impact.
• Proactively schedule client touchpoints (weekly meetings, QBRs, onsite visits) to maintain engagement and transparency.

5. Incident Management

• Act as Incident Manager for high‑severity issues (Sev1 & Sev2), coordinating communications and technical resolution.
• Ensure proper escalation, root cause documentation, and structured post‑mortems.
• Lead corrective action planning and track follow‑through to prevent recurrence.

6. Client Advocacy

• Represent the client’s perspective within our organization, ensuring their needs and priorities drive action.
• Escalate, champion, and track internal progress on critical client issues.
• Facilitate transparency by providing clear, honest updates to clients and internal stakeholders.
• Orchestrate governance meetings (internal and client‑feacing) to review client health and progress.

7. Release & Change Management

• Manage end‑to‑end change processes for client environments, ensuring all technical, testing, and approval protocols are met.
• Coordinate pre‑ and post‑change communication, validation, and rollback planning.
• Ensure changes are properly documented, approved, tested, and communicated to clients.

8. Client Training

• Deliver tailored onboarding sessions for new clients or new users.
• Identify ongoing training needs and deliver scheduled or ad‑hoc sessions to enhance product utilization.
• Maintain accessible self‑service training materials and documentation.

9. Cross‑Pod Collaboration & Global Coverage

• Partner with regional pods to ensure seamless 24/5 client support and zero service gaps across time zones.
• Execute structured handovers for ongoing incidents, open projects, and critical client communications.
• Drive global consistency and accountability across pods serving shared clients.

Your Profile

• 8+ years’ experience in technical client service, account management, or application support within financial technology or trading environments.
• Deep knowledge of Order Management Systems, FIX connectivity, and front‑office trading workflows
• Proven success managing complex client relationships and driving satisfaction in high‑pressure environments.
• Strong technical troubleshooting and coordination skills, with a disciplined approach to issue ownership.
• Commercially minded—able to identify growth opportunities and articulate client value propositions.
• Exceptional communication, presentation, and interpersonal skills.
• Knowledge of the FIX protocol and trading system architectures is highly desirable.

What Success Looks Like

• Clients view you as a trusted advisor and advocate.
• You maintain proactive engagement and drive measurable improvements in client satisfaction.
• Upsell opportunities and retention initiatives are actively identified and progressed.
• Incidents and changes are managed transparently, with strong accountability and communication.
• You set the standard for collaboration, consistency, and service excellence within your pod.

About the Pod Model

• Each pod is a client‑centric, cross‑functional team accountable for a defined client portfolio.
• The Pod Leader is accountable for all outcomes for the assigned client group.
• Each Technical Account Manager (TAM) owns daily service delivery and relationship management for their clients.
• The Account Owner (Pod Leader or Senior TAM) ensures end‑to‑end accountability for client satisfaction, retention, and growth.
• By operating in pods, we deliver proactive, connected, and commercially focused service to every client.

Compensation Range

The salary range for this position is between $150,00- $160,000.

Bonus Eligibility

Bonus Eligible Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Disability Assistance

We recognize that ensuring our long‑term success means creating an environment where everyone is welcome, where everyone’s strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail].

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function‑specific topics through our LinkedIn Learning program.