Technical Account Manager

Orion

Premier Technical Account Manager serving as a strategic technical partner for high-value advisory firms. Ensuring clients derive maximum value from Orion's solutions with deep platform expertise and consultative guidance.

Posted 6/10/2026full-timeGreater Omaha Area • Kentucky, New York, Pennsylvania, Utah • 🇺🇸 United StatesMid-LevelSenior💰 $63,899 - $95,151 per yearWebsite

About the role

Key responsibilities & impact

serve as the primary strategic and technical relationship owner for assigned Premier advisory firms
develop deep understanding of each client's business model, operational structure, and strategic goals
own ongoing client engagement across onboarding, training, adoption, and lifecycle activities
provide consultative guidance on Orion platform capabilities across multiple functional areas
anticipate client risks and opportunities by monitoring usage patterns and service trends
lead periodic business reviews with clients to assess adoption and satisfaction
manage client inquiries and service issues by coordinating cross-functional teams
oversee execution of customized workflows aligned to client operating models
maintain accurate client documentation including reference guides and service records
serve as project lead for client initiatives, coordinating SMEs, Product, and Development teams
act as escalation point for complex client situations requiring advanced judgment
plan and lead onsite or virtual strategic sessions to strengthen executive relationships

Requirements

What you’ll need

minimum of an Associate’s degree as preferred
minimum of three (3) years of experience in client service, customer success, or financial services as required
experience supporting complex advisory firms or high-touch segment
experience as escalation resource or senior IC preferred
strategic client relationship and portfolio management experience
consultative advisory and influence skills
strong analytical reasoning applied to client operations
deep functional understanding of SaaS-based fintech platforms
can translate complex technical concepts into business guidance
cross-functional collaboration and project leadership experience
executive-level communication and presentation skills
independent judgment in prioritization and risk assessment skills
can mentor peers through influence rather than authority

Benefits

Comp & perks

health, dental, vision, and disability coverage on day one
401(k) plan with employer match
paid parental leave
pet benefits including pawternity leave and pet insurance
student loan repayment and more

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaSfintechclient engagementproject leadershipanalytical reasoningconsultative advisoryportfolio managementrisk assessmenttechnical relationship managementworkflow execution

Soft Skills

strategic thinkingcross-functional collaborationexecutive-level communicationpresentation skillsindependent judgmentinfluence skillsmentoringclient relationship managementproblem-solvingadaptability

Certifications

Associate’s degree