Premier Technical Account Manager
About This Opportunity
As a Premier Technical Account Manager you will serve as the strategic technical partner and primary relationship owner for assigned high-value advisory firms. This role combines deep platform expertise, consultative advisory capability, and portfolio management to ensure clients derive maximum value from Orion's solutions. Senior TAMs handle complex client relationships, elevated service needs, and provide informal mentorship and escalation support.
Location
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
We're Looking For Talent Who Has
- A minimum of an Associate’s degree as preferred
- A minimum of three (3) years of experience in client service, customer success, or financial services as required
- Experience supporting complex advisory firms or high-touch segment
- Experience as escalation resource or senior IC preferred
- Strategic client relationship and portfolio management experience
- Consultative advisory and influence skills
- Strong analytical reasoning applied to client operations
- Deep functional understanding of SaaS-based fintech platforms
- Can translate complex technical concepts into business guidance
- Cross-functional collaboration and project leadership experience
- Executive-level communication and presentation skills
- Independent judgment in prioritization and risk assessment skills
- Can mentor peers through influence rather than authority
- Owes and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Recommended Skills
- Client-Centric
- Effective Communication
- Innovation
- Relationship Management
- Technical Proficiency
- Time Management
- Work Collaboratively
Pay
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.