Senior Technical Account Manager — Proactive Client Growth Partner

Broadridge Financial Solutions; New York (NY); On-site; USD 150,000 - 160,000; Full time

Benefits offered by this job

Bonus Eligible

Comprehensive benefits

Job summary

Broadridge Financial Solutions seeks a Senior Technical Account Manager to deliver proactive, client-focused service. You will own daily service delivery, drive client satisfaction and retention, and identify growth opportunities within a defined client portfolio.

The role blends technical troubleshooting with strategic relationship management and cross-pod collaboration. You will coordinate incidents, changes, and client communications, while advocating for client needs and ensuring governance

Qualifications

• 8+ years in technical client service within financial tech or trading environments.
• Deep knowledge of order management, FIX protocol, and trading workflows.
• Strong track record managing complex client relationships under pressure.

Responsibilities

• Develop client intimacy by understanding each client’s business model and tech stack.
• Monitor client satisfaction and revenue retention; lead remediation for at-risk clients.
• Identify upsell/cross-sell opportunities and support pipeline development.
• Serve as primary contact; manage tickets and ensure timely responses.
• Act as Incident Manager for Sev1/Sev2 issues with proper escalation and post-mortems.
• Advocate for client needs; drive governance meetings and transparent updates.
• Manage end-to-end release and change processes with proper documentation.
• Deliver tailored onboarding and ongoing training; maintain self-service materials.
• Collaborate across pods to ensure 24/5 global coverage and zero gaps.

Skills

Order management systems

FIX connectivity

Front-office trading workflows

Client relationship management

Technical troubleshooting

Commercial acumen

Communication skills

Time management

Job description

Broadridge Financial Solutions seeks a Senior Technical Account Manager to deliver proactive, client-focused service. You will own daily service delivery, drive client satisfaction and retention, and identify growth opportunities within a defined client portfolio.

The role blends technical troubleshooting with strategic relationship management and cross-pod collaboration. You will coordinate incidents, changes, and client communications, while advocating for client needs and ensuring governance