Title of Role: Technical Account Manager
Location: New York, NY
Company Stage of Funding: Early-Stage, Venture-Backed
Office Type: On-Site (In-Person, NYC)
Salary: $140,000 – $180,000 Competitive Equity

Company Description

Our client is an early-stage, venture-backed technology company building a next-generation growth intelligence platform for financial services. Their AI-powered data foundation helps institutions better understand their customers, surface insights, and uncover new opportunities—enabling smarter, faster decision-making.

Backed by top-tier investors and already partnering with major financial institutions, the company is scaling rapidly. This is an opportunity to join a high-ownership, high-impact environment where your work directly shapes how enterprise clients adopt and grow with cutting-edge data and AI products.

What You Will Do

As a Technical Account Manager, you will serve as the primary post-sales partner and trusted advisor for enterprise financial services clients. You will ensure seamless onboarding, drive meaningful adoption, and build long-term strategic relationships with senior stakeholders.

You will:

• Own the full post-sales lifecycle—from handoff through onboarding, implementation, and ongoing engagement.

• Build deep, trust-based relationships with business leaders and end users across enterprise accounts.

• Meet regularly with client stakeholders (virtually and in-person) to understand needs, gather requirements, and stay ahead of challenges.

• Lead onboarding sessions, product trainings, workflow reviews, and integration guidance.

• Develop a strong technical understanding of the platform and serve as an advocate for product best practices.

• Identify opportunities for expanded usage, cross-team adoption, and account growth in partnership with sales.

• Work cross-functionally with product and engineering to surface insights, report customer needs, and influence roadmap priorities.

This role is ideal for someone who loves working directly with customers, navigating complex organizations, and bringing clarity and structure to technical engagements.

Ideal Candidate Background

• 3 years in a client-facing technical role such as Technical Account Manager, Solutions Engineer, Customer Success Engineer, or similar.

• Experience managing enterprise accounts or working with complex organizational stakeholders.

• Ability to translate technical concepts into clear, actionable insights for non-technical audiences.

• Strong interpersonal and communication skills with a demonstrated ability to build trust with senior stakeholders.

• Highly organized, reliable, and capable of managing multiple concurrent workflows.

• Technical curiosity with the ability to learn new domain spaces, product architecture, and light integration concepts.

• Comfortable operating in a fast-paced startup environment with significant ownership and ambiguity.

Preferred Qualifications

• Experience working with or within financial institutions (e.g., banking, wealth management, insurance).

• Familiarity with data platforms, analytics products, APIs, or enterprise integrations.

• Background collaborating cross-functionally with product, sales, and engineering teams.

Compensation, Benefits & Additional Information

• Salary: $140,000 – $180,000

• Equity: Competitive

• Work Environment: In-person role based in New York City

• Additional Benefits: Comprehensive benefits package (details provided during interview process)

• Opportunity for high visibility, direct interaction with leadership, and significant influence over customer success strategy.

• Join a rapidly growing, mission-driven team shaping the future of data intelligence within financial services.