Technical Account Manager

Overview

• Serve as the primary technical liaison between clients and internal teams, ensuring seamless integration and adoption of the platform.
• Develop and maintain strategic client relationships, fostering trust and collaboration to drive business success.
• Gain expert-level proficiency in the platform's ecosystem, including tools, filters, and systems architecture.
• Conduct in-depth market data analysis to address client inquiries and support surveillance needs.
• Collaborate with cross-functional teams to enhance onboarding protocols and operational efficiency.
• Contribute to product development by identifying opportunities for enhancements based on client feedback.
• Provide training and knowledge transfer to clients and internal stakeholders on platform capabilities.
• Support strategic initiatives for pre-sales and post-sales processes, bridging sales, product, and engineering efforts.

Key Responsibilities & Duties

• Lead client onboarding processes, including business requirements gathering and data integration oversight.
• Analyze market data using platform tools to investigate order lifecycle and market behavior.
• Enhance onboarding protocols and documentation to improve client experience and operational efficiency.
• Collaborate with engineering teams to define and scope new surveillance filters based on real-world use cases.
• Train clients and internal teams on platform capabilities and workflows.
• Support sales efforts by accelerating pipeline velocity and expanding business opportunities.
• Act as a trusted advisor, balancing technical precision with practical needs of trading operations and compliance teams.
• Stay current with evolving market structures and regulatory requirements to optimize platform capabilities.

Job Requirements

• Bachelor's degree in Finance, Computer Science, Data Analytics, or a related field.
• 5+ years of experience in technical account management or financial market roles.
• Expertise in financial market microstructure, venue behavior, and market data analysis.
• Proficiency in data formats like FIX and ITCH, and order lifecycle management.
• Hands-on experience with Jira Cloud, Confluence, and advanced Excel for data analysis.
• Strong verbal and written communication skills to translate technical concepts to business stakeholders.
• Familiarity with software development lifecycles and Agile methodologies.
• Proven ability to lead cross-functional projects with distributed teams.