Technical Account Manager — Onboarding & Customer Success

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

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.