Senior Technical Account Manager: Strategic Client Partner

broadridge

New York (NY)

On-site

USD 150,000 - 190,000

Full time

4 days ago
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Job summary

Broadridge seeks a Senior Technical Account Manager to deliver a proactive, client-focused service experience. You will act as a trusted partner, deeply understanding each client's business, trading strategies, and technology stack to anticipate needs and drive success.

Within a multi-disciplinary pod, you will own incidents, changes, governance, and client advocacy, coordinating with Product, Sales, and regional teams to maximize satisfaction and revenue retention across time zones.

Qualifications

  • 8+ years in technical client service, account management, or application support in fintech 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 disciplined ownership.

Responsibilities

  • Develop a deep understanding of each client's business, trading strategies, and technology stack.
  • Drive client satisfaction and revenue retention across incident, change, and advocacy.
  • Identify upsell opportunities and support pipeline development with Sales.
  • Serve as primary contact, manage tickets, track resolution, and ensure timely responses.
  • Coordinate changes, upgrades, and maintenance with minimal client impact.
  • Schedule weekly touchpoints, QBRs, and onsite visits to maintain engagement.
  • Act as Incident Manager for Sev1/Sev2 issues, with root-cause docs and post-mortems.
  • Represent client perspectives within the organization and escalate as needed.
  • Oversee governance meetings to review client health and progress.
  • Drive cross-pod collaboration for 24/5 coverage and zero service gaps.

Skills

Client service
Account management
Technical support
Troubleshooting
Incident management
Stakeholder management
CRM proficiency
Financial technology

Tools

CRM software
Order Management Systems
FIX connectivity

Job description

Broadridge seeks a Senior Technical Account Manager to deliver a proactive, client-focused service experience. You will act as a trusted partner, deeply understanding each client's business, trading strategies, and technology stack to anticipate needs and drive success.

Within a multi-disciplinary pod, you will own incidents, changes, governance, and client advocacy, coordinating with Product, Sales, and regional teams to maximize satisfaction and revenue retention across time zones.

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