Technical Account Manager / Customer Success Manager - US (Remote) (Hiring Immediately)

Position: Technical Account Manager / Customer Success Manager – US (Remote) Location: United States (100% remote) Our client is an award-winning, market-leading software company delivering advanced, at-scale solutions across global financial markets. Their platform is trusted by some of the most complex, high-volume trading environments, including banks, broker-dealers, proprietary trading firms, exchanges, and regulatory organizations. Position Overview We are seeking a client-facing Technical Account Manager / Customer Success Manager to serve as both a strategic and technical partner to clients.

This hybrid role blends relationship management with technical expertise, ensuring successful onboarding, adoption, and ongoing optimization of the platform. You will act as a primary point of contact for customers, supporting both pre- and post-sales activities, driving product utilization, resolving technical challenges, and identifying opportunities for growth. Key Responsibilities Serve as the primary point of contact for clients, building strong relationships to drive satisfaction, retention, and long-term engagement Provide technical guidance on the platform, including APIs, integrations, and system functionality Support clients through onboarding, implementation, and training to ensure successful adoption Collaborate with Sales, Product, and Engineering teams to address client needs and improve overall delivery Troubleshoot and resolve technical issues, proactively minimizing disruptions Conduct regular client check-ins, business reviews, and training sessions to drive continued engagement Analyze customer usage data to identify risks, optimization opportunities, and areas for expansion Partner with clients to understand their workflows and recommend solutions aligned to their business needs Stay current on market structure, regulatory developments, and industry trends to advise clients effectively Act as the voice of the customer internally, ensuring feedback is captured and addressed Identify and support opportunities for upsell and cross-sell through deeper client engagement Document solutions, use cases, and client feedback to enhance internal knowledge sharing Represent the firm at industry events, conferences, and client meetings Qualifications Experience in a client-facing role such as Technical Account Manager, Customer Success Manager, Solutions Engineer, or similar within SaaS, fintech, or financial services Strong understanding of capital markets and regulatory environments Technical familiarity with software platforms, APIs, integrations, and troubleshooting Strong problem-solving skills with a proactive, solutions-oriented mindset Excellent communication skills with the ability to engage both technical and business stakeholders Ability to manage multiple clients and priorities in a fast-paced environment Experience working with US financial markets is preferred Willingness to travel occasionally for client engagement Benefits & Perks 100% Remote Competitive Compensation + Equity Health, Dental, Vision & Disability Coverage Unlimited PTO Flexible Work Environment #J-18808-Ljbffr