Account Manager, NY

About the role

TS Imagine, the world's leading provider of real-time trading, portfolio and risk management solutions for the financial services industry, is looking for a Technical Account Manager to join our growing team. Technical Account Managers are the primary point‑person for their accounts who forge strong relationships and help clients grow their business by getting the most out of the TS Imagine product suite.

Responsibilities

• Build a relationship with clients as a primary point of contact and gain a good understanding of their business strategies across all asset classes
• Provide regular visits, phone calls and updates to the client to ensure sufficient service and managed expectations
• Understand the client’s internal structure of stakeholders and form relationships with key members from every group (trading desk, IT, COO, compliance)
• Maximize revenue opportunities for the company by identifying upselling opportunities with existing clients
• Identify any potential opportunity or threats with other competitive solutions that may be on the client’s desktop
• Identify potential risks due to support or product gaps in a proactive manner
• Identify any risks to the business due to consolidation or downsizing
• Provide feedback internally and keep up‑to‑date information and reporting through Salesforce.com
• Assist the sales team in marketing campaigns across existing clients
• Facilitate client entertainment and networking events
• Provide a point of escalation for any ongoing support issues
• Provide high‑level business updates to internal stakeholders at TS Imagine
• Liaise with clients to identify and understand their business requirements
• Create statements of work that define proposed solutions; engage the Professional Service team for complex or large requirements
• Liaise with other departments within TSI to deliver on client requirements
• Provide regular training and demonstrations on new product features or to new users, documenting and communicating feedback
• Liaise with brokers, dealers and venues to give client access to required execution destinations
• Provide a TSI roadmap update on a quarterly basis and record minutes and follow‑up actions in Salesforce
• Manage regular TSI upgrades to the latest version
• Provide release notes to clients with every back‑end (TSOM) release and for TradeSmart releases
• Review client issues, requirements and workflows on a regular basis
• Manage communication and follow up on any major production incidents for client accounts
• Identify and manage resolution of any recurring support issues
• Assist with troubleshooting where required
• Create and maintain client workflow documentation
• Log all time in FinancialForce

Requirements

• Bachelor’s degree or equivalent
• Technical understanding and knowledge of buyside/sellside/private bank workflows in the front office, with a specific focus in Equities, Listed Derivatives and Fixed Income
• Thorough and hands‑on knowledge and experience of order and execution management workflows and functionality
• Understanding of financial markets products, a broad understanding of the electronic trading process and related regulation, risk and operations and associated front office order execution and order flow requirements
• A strong network of relevant contacts within the buyside and sellside community
• Highly proficient communication skills, both written and oral
• Ability to positively engage with and contribute to the wider global team
• Willingness to work occasional evenings and/or weekends to accommodate client deadlines and time‑zone differences
• Ability and willingness to provide leadership to more junior members of a team
• Proficiency with tools such as Salesforce, JIRA, Confluence, PSA
• Languages: English; any other languages are an asset

Benefits

• Vacation and Personal days
• Annual bonus and salary review
• Training budget $1,500
• Health insurance
• Life insurance

Pay

Compensation salary range $125,000 - $150,000