Technical Account Manager

About the role

This role is remote or hybrid, working three days per week onsite in our Needham, MA headquarters.

Responsibilities

• Strategic Technical Partnership
• Act as the lead technical advisor for assigned enterprise and mid-market clients, guiding them on solution architecture, integration strategies, and platform optimization
• Build deep relationships with client technology and operations teams to understand their strategic initiatives and align technical roadmaps accordingly
• Technical Planning, Implementation & Onboarding
• Help lead technical onboarding efforts in collaboration with implementation and product teams, ensuring scalable architecture, data integrations, and compliance with financial regulations
• Translate client workflows and regulatory requirements into best-practice configurations using Advisor360°’s platform
• Lead pilots, betas and controlled research studies for new capabilities scoped to a subset of users
• Release Readiness & Change Management
• Prepare clients for upcoming releases through testing plans, impact analysis, and coordination of rollout strategies
• Partner with CSMs to ensure clients are informed, ready, and equipped to adopt new and underutilized capabilities
• Identify and address adoption gaps across the platform — proactively surfacing underutilized capabilities, diagnosing barriers, and working with clients to drive meaningful usage
• Issue Resolution & Escalation Management
• Own technical escalations, working cross-functionally with Support, Product, and Engineering to resolve issues while improving long-term system resilience
• Manage complex client requests, ensuring clear documentation and efficient routing to internal subject matter experts
• Platform Health Monitoring & Optimization
• Proactively review technical performance, usage trends, and system configurations to identify risks and recommend improvements
• Provide insights and technical best practices that help clients scale usage, reduce friction, and increase platform ROI
• Voice of the Customer
• Represent the technical needs of your clients in roadmap planning, product feedback cycles, and postmortems

Requirements

• 5+ years in a Technical Account Manager, Solutions Engineer, or Technical Consultant role, ideally in SaaS or FinTech
• Ability to simplify complex technical concepts for clients by using clear language, storytelling, visuals, and active listening—empowering them to understand and embrace the technology without feeling overwhelmed.
• Experience supporting or implementing technology for wealth management, asset management, or financial services firms
• Strong understanding of financial data flows, compliance-driven system design, and integration best practices
• Hands-on experience with API integrations, SSO configuration, and data feed management — you've built or troubleshot these connections in a client-facing context, not just overseen them
• Proven ability to build strategic relationships with technical and business stakeholders at all levels
• Experience managing complex product configurations, integrations (APIs, SSO, custodians), and regulatory constraints
• Exceptional problem-solving and communication skills with the ability to translate technical details into business value
• Comfortable navigating fast-paced environments, managing multiple accounts, and leading cross-functional initiatives

Qualifications

• BS/BA degree in Computer Science, Information Systems, or a related field
• CISSP, CISM, or similar certification preferred

Skills

• Technical leadership and project management
• Client relationship management
• Financial services industry knowledge
• Technical troubleshooting and problem solving
• Communication and presentation skills

Benefits

Comprehensive health benefits, including dental, life, and disability insurance. Unlimited paid time off program. Competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company.

Pay

The estimated base salary range for this position is $124,000–$143,000 + bonus & equity.

Schedule

This role is remote or hybrid, working three days per week onsite in our Needham, MA headquarters.