Technical Account Manager

ESB Technologies; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A tech solutions company is seeking a Technical Account Manager in New York to enhance customer relationships and facilitate onboarding. The role involves collaborating with various teams to ensure seamless integration of the trade surveillance platform. Candidates should have 1–2 years in customer-facing roles with a bachelor's degree. Ideal candidates will be enthusiastic about client success and have knowledge of financial systems. This is a full-time, mid-senior level position.

Qualifications

• 1–2 years in a customer-facing role, preferably in tech or financial services.
• Strong interest in financial markets and trade surveillance concepts.
• Basic familiarity with trading venues, order lifecycles, and market data required.

Responsibilities

• Support onboarding for new customers through kickoff calls and platform setup.
• Assist in integrating trading data into clients’ workflows.
• Document onboarding protocols and suggest process improvements.

Skills

Customer-facing communication

Financial market understanding

Team collaboration

Education

Bachelor's degree in a related field

Tools

Jira

Confluence

Excel

Job description

Our client is seeking a Technical Account Manager to help build strong relationships with our customers and guide them through the onboarding process. As part of the Customer Success team, you’ll collaborate with internal stakeholders to ensure our clients trade surveillance platform is smoothly integrated into customers’ workflows. This is a growth-focused role where you’ll gain deep experience in client-facing support, financial data analysis, and cross-functional communication.

Key Responsibilities

• Support onboarding for new customers through kickoff calls, requirement gathering, and initial platform setup
• Assist in integrating customers’ trading data into our clients and ensure a smooth user experience
• Learn the ins and outs of our clients business, including platform features and trade surveillance filters
• Collaborate with senior TAMs and internal teams to troubleshoot customer inquiries
• Document and maintain onboarding protocols while suggesting process improvements
• Gather customer feedback and share insights with technical and business teams
• Help deliver product training to new users in collaboration with senior team members
• Participate in pre-sales conversations with guidance from sales and support teams
• Serve as an additional point of contact for product questions and technical requests

Required Experience

• 1–2 years in a customer-facing role, preferably within tech or financial services
• Strong interest in financial markets and trade surveillance concepts
• Basic familiarity with trading venues, order lifecycles, and market data (or eagerness to learn)
• Bachelor’s degree in a related field or equivalent work experience
• Comfort working across multiple teams to meet customer needs

Preferred Skills

• Clear and professional verbal/written communication
• Familiarity with SaaS platforms and software development processes
• Exposure to tools like Jira, Confluence, and Excel

Who You Are

• Enthusiastic about helping customers succeed
• Curious about financial systems and eager to deepen your knowledge
• Team-oriented, communicative, and open to feedback
• Thoughtful listener who takes time to understand others’ perspectives
• Self-starter who asks questions, explores documentation, and continuously learns

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development