Technical Account Manager

Lead Bank; United States; On-site; USD 104,645 - 165,217; Full time

Benefits offered by this job

Competitive compensation including equity grants

Medical, Dental, and Vision benefits

401k Matching

Paid parental leave

Flexible vacation policy

Job summary

A progressive financial institution in the United States is looking for a Technical Account Manager to support partner onboarding for their Banking as a Service platform. In this critical role, you will lead technical integrations and collaborate with various teams to enhance the partner experience. The ideal candidate will have 3-5 years of relevant experience, strong problem-solving skills, and a passion for financial services. Competitive compensation and a dynamic work environment are offered, along with opportunities for professional growth.

Qualifications

• 3-5 years of hands-on solution architecture and partner delivery experience.
• Ability to visualize and document client product constructs.
• Excellent knowledge of SFTP, APIs, and related standards.
• Proven ability to present technical solutions effectively.
• Experience managing projects with multiple requirements.
• Outstanding communication and problem-solving skills.
• Knowledge of financial services and fintech ecosystem.

Responsibilities

• Understand partner business goals and product structure.
• Lead technical implementations of new partners.
• Partner with internal teams for onboarding tasks.
• Define processes to streamline partner onboarding.
• Build product examples and documentation.
• Manage multiple engagements concurrently.
• Handle escalations and monitor project quality.
• Inform partners of product development roadmaps.

Skills

Solution architecture

Data integration

Project management

Technical presentations

SFTP and API knowledge

Communication skills

Financial services knowledge

Job description

Role Description

We are hiring a Technical Account Manager to support partner onboarding to our Banking as a Service platform. This key role will be focused on delivering an implementation experience from contract signature to go-live. You will provide guidance and solutions for our partner’s data integration and ongoing integration support.

You will be integral to building out the foundation for a high-impact function at Lead. This position requires technical and interpersonal skills and the ability to form strong partnerships with internal and external stakeholders. You will be a key partner to prospects and partners who are looking to integrate with Lead to use our banking-as-a-service products. We expect you to be an expert in understanding partner use cases, pain points, and challenges, and will heavily influence our ability to acquire and expand strategic partners. The ideal candidate has prior experience managing partner integrations in a fast-paced working environment.

Responsibilities

• Deeply understand the partner’s business goals and product structure

• Lead technical implementations of new partners and serve as the key technical contact as they integrate with Lead.

• Partner with product/engineering, program management, legal/compliance/risk, accounting, and other teams for tasks related to partner onboarding

• Define internal processes to streamline partner onboarding

• Build product examples, documentation, and other critical resources in order for external and internal parties to operate more effectively and efficiently.

• Successfully manage a number of engagements concurrently

• Effectively manage escalations, scope change, and implementation of projects or programs including monitoring project quality, timeline, risk, and performance

• Inform partners of our product development roadmap with concrete examples, while setting appropriate expectations

• Be an integral part of building out this function from 0 to 1 defining culture, processes, and identity.

Qualifications

• 3-5 years of hands-on solution architecture, data integration, partner delivery experience

• Ability to understand, visualize, and document the client’s product construct and how they map to our internal data models used for processing cards, transactions, and loans.

• Excellent knowledge of SFTP, APIs, and related standards such as HTTP, REST, SOAP, and OAuth

• Proven ability to present technical solutions effectively to diverse stakeholder groups

• Experience managing projects with multiple requirements and agendas while maintaining holistic plans and driving to agreed upon schedule

• Outstanding communication and problem-solving skills, customer focus, and results orientation

• Knowledge of financial services and the fintech ecosystem and desire to learn changing trends across, especially as it relates to legal, compliance, underwriting, and risk management.

What we offer

• At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life

• Competitive compensation, including opportunities for equity grants, based on experience, geographic location, and role

• Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA

• Paid parental leave

• Flexible vacation policy, including PTO and paid holidays

• A fun and challenging team environment in a dynamic industry with ample opportunities for career growth

*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

*Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

*Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

*Our compensation reflects the cost of labor across several US geographic markets. Pay is based on a number of factors and may vary depending on geographical market location, job-related knowledge, skills, and experience. These ranges may be modified in the future.

Zone 1: $138,505 - $165,217 (SF/Bay Area, NYC, Seattle)

Zone 2: $120,442 - $143,670 (Los Angeles, Chicago, Austin, Denver, Boston, Washington DC, San Diego, Philadelphia, Portland, Sacramento, Miami)

Zone 3: $104,645 - $124,826(Other US Metros)

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