Technical Account Manager

Modern Treasury

Technical Account Manager at Modern Treasury helping clients optimize payment systems and leverage AI tools for financial operations. Collaborating with engineering and product teams to ensure customer success.

Posted 4/16/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $125,000 - $160,000 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Serve as the primary technical advisor for a portfolio of customers, leading onboarding, implementation, and ongoing engagements while building trust with engineering, product, and payments stakeholders
Partner with Product, Engineering, Sales, and Support to translate customer needs into product feedback and influence roadmap decisions
Deliver business and technical reviews including QBRs and post-mortems, focused on long-term partnership and operational excellence
Help customers design, optimize, and scale payment systems, guiding tradeoffs across performance, reliability, and complexity
Identify opportunities to expand usage, reduce failure modes, and increase automation across customer workflows
Improve internal processes and build scalable, repeatable workflows by leveraging AI tools to accelerate problem-solving and synthesize insights across your customer portfolio

Requirements

What you’ll need

3+ years in client-facing technical roles such as TAM, Solutions Engineer, or Customer Success
Strong experience with REST APIs and integration patterns
Proven ability to troubleshoot issues in production environments
Experience managing complex, cross-functional projects
Excellent communication and stakeholder management skills
Ability to balance reactive questions with proactive account strategy
Experience using AI agents in a work environment
Background in fintech, payments, or financial systems
Familiarity with money movement, ledgering, and reconciliation workflows
Experience with SQL and BI tools for debugging or data analysis

Benefits

Comp & perks

Offers Equity
Generous benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

REST APIsSQLBI toolstroubleshootingintegration patternspayment systemsautomationAI toolsdata analysiscross-functional project management

Soft Skills

communicationstakeholder managementproblem-solvingcustomer engagementstrategic thinkingtrust buildingoperational excellencepartnership developmentproactive account strategyperformance optimization