Prelim

Technical Account Manager

Prelim

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $100,000 - $120,000 per year

About the role

  • Manage a portfolio of live banking clients as their trusted technical partner after go-live
  • Conduct regular check-ins and maintain strong relationships with stakeholders from bank operations staff to executives
  • Configure and maintain customer workflows & configurations
  • Handle support escalations, troubleshoot platform issues, and make adjustments on live calls with financial institutions
  • Partner closely with product and engineering teams to investigate bugs, advocate for customer needs, and communicate resolution timelines
  • Manage support ticket flow to ensure timely resolution of customer issues
  • Train bank employees on platform usage and best practices during and after implementation
  • Step in to support implementations during resource crunches, helping with configuration and project management
  • Review, document, and communicate product releases to customers
  • Navigate difficult customer relationships and de-escalate tense situations while protecting the team

Requirements

  • Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively
  • Comfort troubleshooting technical issues, with the technical aptitude to learn the platform quickly
  • Grace under pressure, you stay calm during escalations or high-stakes customer situations
  • Excellent written and verbal communication skills, especially when explaining complex topics to non-technical audiences
  • Strong organizational skills and comfort juggling multiple priorities and accounts
  • Proactive mindset, you identify and address issues before they become problems
  • Genuine care for customers and willingness to go above and beyond
  • Legally authorized to work in the United States and located within the continental United States
Benefits
  • Offers Equity 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
troubleshootingconfigurationproject managementworkflow managementcustomer supporttechnical aptitudeplatform usage training
Soft Skills
customer-facing instinctsrelationship managementcommunication skillsorganizational skillsproactive mindsetgrace under pressureproblem-solvingde-escalation skills