Technical Account Manager

Modern Treasury; San Francisco (CA); On-site; USD 125,000 - 160,000; Full time

Job summary

A fintech company is seeking a Technical Account Manager to oversee the entire post-sale customer journey. This role involves serving as the primary technical advisor for clients, partnering with multiple internal teams, and helping to optimize payment systems. Ideal candidates will have over three years in relevant technical positions, experience with REST APIs, and familiarity with AI tools. The position offers a competitive compensation range of $125K - $160K.

Qualifications

• 3+ years in client-facing technical roles like TAM or Customer Success.
• Proven ability to manage complex projects and stakeholder relationships.
• Experience with SQL and BI tools for data analysis.

Responsibilities

• Serve as the primary technical advisor for a portfolio of customers.
• Partner with internal teams to translate customer needs into product feedback.
• Help customers optimize and scale payment systems.

Skills

Client-facing technical roles

REST APIs

Troubleshooting in production

Cross-functional project management

Excellent communication skills

AI tools

Tools

SQL

BI tools

Job description

Overview

Modern Treasury is hiring a Technical Account Manager (TAM) to own the end‑to‑end post‑sale customer journey from onboarding and implementation through long‑term operation and growth. This technical, customer‑facing role sits at the intersection of engineering, product, and operations. You will work closely with developers, product managers, and payments teams to design, operate, and scale reliable money‑movement systems using Modern Treasury’s APIs. You will act as both a technical advisor and account owner, responsible not just for integrations, but for helping customers run mission‑critical financial infrastructure with accuracy, reliability, and scale. Modern Treasury leverages AI heavily; this role is best suited for someone who is already using AI tools and is eager to continue pushing the envelope on AI best practices.

What You’ll Do

• Serve as the primary technical advisor for a portfolio of customers, leading onboarding, implementation, and ongoing engagements while building trust with engineering, product, and payments stakeholders.
• Partner with Product, Engineering, Sales, and Support to translate customer needs into product feedback and influence roadmap decisions.
• Deliver business and technical reviews including QBRs and post‑mortems, focused on long‑term partnership and operational excellence.
• Help customers design, optimize, and scale payment systems, guiding trade‑offs across performance, reliability, and complexity.
• Identify opportunities to expand usage, reduce failure modes, and increase automation across customer workflows.
• Improve internal processes and build scalable, repeatable workflows by leveraging AI tools to accelerate problem‑solving and synthesize insights across your customer portfolio.

Who You Are

• 3+ years in client‑facing technical roles such as TAM, Solutions Engineer, or Customer Success.
• Strong experience with REST APIs and integration patterns.
• Proven ability to troubleshoot issues in production environments.
• Experience managing complex, cross‑functional projects.
• Excellent communication and stakeholder management skills.
• Ability to balance reactive questions with proactive account strategy.
• Experience using AI agents in a work environment.
• Background in fintech, payments, or financial systems.
• Familiarity with money movement, ledgering, and reconciliation workflows.
• Experience with SQL and BI tools for debugging or data analysis.

Compensation Range: $125K - $160K

Modern Treasury is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver's license issued under California Vehicle Code section 12801.9), natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.

Modern Treasury participates in E‑Verify and will provide the federal government with your Form I‑9 information to confirm that you are authorized to work in the U.S.