Technical Account Manager

Lead; United States; Remote; USD 120,000 - 165,000; Full time

Benefits offered by this job

Paid parental leave

Flexible vacation

Health and wellness benefits

Equity grants

Career growth opportunities

Job summary

Lead is a fintech building banking infrastructure for embedded financial products and services. We are hiring a Technical Account Manager to guide partner onboarding to our Banking as a Service platform, from contract signature to go-live, focusing on data integration and ongoing support.

You will bridge product, engineering, legal/compliance, and operations to deliver scalable partner integrations, shaping the foundation of a 0-to-1 function with strong culture and processes.

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 internal data models.
• 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 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.

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 for external and internal parties to operate effectively.
• 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.
• Perform other duties as assigned.

Skills

Solution architecture

Data integration

Partner delivery

Project coordination

Communication

Tools

SFTP

APIs

HTTP/REST/SOAP

OAuth

Job description

Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.

We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.

Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever-shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone’s money does what it’s supposed to do.

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.

In this role you will:

• 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.

• Perform other duties as assigned

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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