Technical Account Manager

Socket.dev; New York (NY); On-site; USD 250,000 - 450,000; Full time

Job summary

A leading fintech company based in New York is seeking a seasoned Technical Account Manager to join their Sales team. This role involves engaging with customers, influencing sales strategies, and providing technical expertise during the sales cycle. The ideal candidate will have 8-12 years of experience in financial technology, excellent communication skills, and a strong knowledge of portfolio management. The position offers a competitive salary range of $250,000 to $450,000 annually, including base salary and commission.

Qualifications

• 8-12 years of experience in financial markets, data, or technology sales.
• Strong knowledge of portfolio and investment accounting.
• Outstanding presentation skills to a diverse audience.

Responsibilities

• Act as a subject matter expert during the sales process.
• Build and demo complex client-specific solutions.
• Provide ongoing consultation to clients on data feed and API solutions.

Skills

Financial markets knowledge

Technical expertise

Presentation skills

Sales strategy development

Understanding of asset management

Education

Bachelor’s degree in Finance or Computer Science

Tools

Database technology

Job description

About Us

Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market’s most credible source of deal information.

About You

Versana is looking for a seasoned Technical Account Manager. You will join our Sales team and be responsible for multiple aspects of our sales process. You bring a deep knowledge of the loan market and financial software to help our prospects contextualize Versana as a solution. In this role you will work directly with the sales team to understand the needs of our customers, strategize on how to navigate winning sales cycles, provide compelling value-based demonstrations, support enterprise Proof of Concepts, and ultimately close business. You will report to the Head of Sales and work collaboratively across internal departments including Product, Technology, and Client Engagement.

Key Responsibilities

• Act as subject matter expert during sales process and thoroughly understand all aspects of the platform in order to explain the technology to all types of users
• Assist in defining sales strategy and is proactive about preparing appropriate data and reports for sales events
• Participate in demand creation events (seminars, trade shows, conferences, etc.)
• Build and demo complex client-specific Custom Demonstrations / Proof of Concepts
• Provide pre- and post-sales technical expertise as well as ongoing consultation to clients and prospects related to our customer-facing data feed and API solutions
• Synthesize knowledge gained from customers interactions back to business management, Product and Technology teams
• Proactive about maintaining high level of product/solution knowledge, as well as applicable technology changesDeliver high quality documentation of recommended solutions to clients and internal stakeholders
• Present Versana technology and vision to executives and technical contributors at prospects and customers
• Work hands‑on with prospects and customers to demonstrate and communicate the value of Versana technology throughout the sales cycle, from demo to proof of concept to design and implementation
• Immerse yourself in the ever‑evolving industry, maintaining a deep understanding of competitive and complementary technologies and vendors and how to position Versana in relation to them.
• Collaborate with Product Management, Engineering, and Marketing to continuously improve Versana’s products and marketing.

Must Haves

• Bachelor’s degree in Finance and/or Computer Science a plus
• 8-12 years experience in financial markets, data, or technology sales
• Strong knowledge of portfolio and investment accounting for middle and back‑office workflow and operations highly desired
• Working knowledge of asset management industry a plus
• Strong understanding of the business process and workflows of Versana’ target markets. Strong technical experience with ability to relate technical advantages into business benefits
• Outstanding presenting skills to both technical, front office, and executive audiences, whether impromptu on a whiteboard or using presentations and demos.
• Experience with large‑scale Database and/or Data Warehouse technology and/or Data at Scale concepts
• Ability to connect a customer’s specific business problems and Versana’s solutions

Nice to Haves

• Syndicated Loan sales experience
• International sales experience

$250,000 - $450,000 a year

*OTE represents the total annual compensation (base salary + commission/bonus) a representative can expect to earn if they hit 100% of their quota.

Equal Opportunity Employer

We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.