Premier Technical Account Manager
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.
Responsibilities
- Serve as the primary strategic and technical relationship owner for assigned Premier advisory firms
- Develop deep understanding of each client's business model, operational structure, and strategic goals
- Own ongoing client engagement across onboarding, training, adoption, and lifecycle activities
- Provide consultative guidance on Orion platform capabilities across multiple functional areas
- Anticipate client risks and opportunities by monitoring usage patterns and service trends
- Lead periodic business reviews with clients to assess adoption and satisfaction
- Manage client inquiries and service issues by coordinating cross-functional teams
- Oversee execution of customized workflows aligned to client operating models
- Maintain accurate client documentation including reference guides and service records
- Serve as project lead for client initiatives, coordinating SMEs, Product, and Development teams
- Act as escalation point for complex client situations requiring advanced judgment
- Plan and lead onsite or virtual strategic sessions to strengthen executive relationships
Requirements
- Minimum of an Associate’s degree (preferred)
- Minimum of three (3) years of experience in client service, customer success, or financial services (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
- Ability to 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
- Ability to mentor peers through influence rather than authority
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Skills
- Account Management
- Business Advising
- Consultative Services
- Consulting
- Customer Relationship Management (CRM)
- Customer Relationships
- Customer Service
- Executive Relationships
- Presales
- Product Knowledge
- Project Management
- Relationship Management
- Software as a Service (SaaS)
- Solution Architecture
- System Administration
- Technical Account Management
Schedule
Hybrid role requiring three (3) or more days each week on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office.
Pay
Salary range: $63,899.00 - $95,151.00. Pay may vary depending on geographic location, job-related knowledge, skills, and experience.
Benefits
- Health, dental, vision, and disability coverage (effective day one)
- 401(k) plan with employer match
- Paid parental leave
- Pawternity leave and pet insurance
- Student loan repayment
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 creating 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.