Senior Technical Account Manager

Ion

| New York, United States (On Site) | Full Time | 37 months ago

Apply Now

Job Summary

We are seeking dynamic Technical Account Managers to drive value for ION bank clients by scaling and accelerating our enterprise Foreign Exchange and Capital Markets platforms. Key responsibilities include building and executing customer success strategies for strategic Foreign Exchange sell-side trading and buy-side accounts, acting as a trusted advisor to understand client business strategies and position ION FX products accordingly. You will deepen knowledge of ION FX products to assist clients in maximizing value from their use cases, manage client relationships to ensure high-quality interactions, and build long-term relationships by proactively identifying and mitigating risks. This role involves monitoring implementation, usage, customer health, and the competitive landscape to develop retention and advancement strategies, profiling initiative requirements, and developing leads for growth opportunities. Collaboration with ION Commercial Account Managers, Client Services, and Project Delivery teams is crucial for aligning customer success and contributing to automation initiatives.

Must Have

Proven track record in enterprise software platforms
Foreign Exchange/Capital Markets experience
Problem-solving and consultative mindset
Ability to synthesize information
Commercial savviness

Good to Have

Predilection for customer success automation

Job Description

The role:

As we further scale and accelerate our enterprise Foreign Exchange and adjacent Capital Markets platforms, we are looking for dynamic technical account managers - to drive value for ION bank clients. With our market leading and expanding position across key institutions, we are seeking individuals that can distill and aid realizing success milestones with ION clients for our TAM/customer-success practice.

Key responsibilities:

Build and execute the customer success strategy for our strategic Foreign Exchange sell-side trading and buy-side accounts

Develop a strong understanding of client business strategies; as a trusted advisor, position ION FX products to best assist clients on achieving business objectives

Continued garnering and elevation of knowledge in ION FX products, to aid new/existing customers on effective use of ION products, content, and technologies to promote maximum value for their specific use-cases

Manage client relationships, to ensure and mature high-quality interactions (responsiveness, precision, fitness, proactiveness)

Build close long-term relationships with assigned customers; proactively anticipating client challenges and risks while driving remediation plans to minimize churn

Monitor implementation, usage, customer health, competitive landscape, and other relevant data - in order to create a retention/advancement strategy

Profile and sanity review initiative requirements, during origination stage

Develop leads and connections with ION commercial account managers to aid growth opportunities (upsell and cross-sell)

Aid harmonization of client initiatives & associated priorities, in tandem with the ION Project Delivery, Client Services & Product practices

Manage a robust feedback loop to continually promote appropriate customer experience improvement

Adjacent teamwork duties to drive success:

Fluidly work with ION Commercial Account Managers to align overall customer success

Coordinate metrics/status/escalations with Client Services and Project Delivery

Contribute to ION customer-success automation-initiatives

Other duties:

We might ask you to perform other tasks and duties as your role expands.

Required skills, experience, and qualifications:

Proven track record in high-touch enterprise segments with B2B enterprise software platforms

Foreign Exchange and/or general Capital Markets domain experience at technology firms and/or financial institutions

Problem solving & consultative mindset to collaborate with clients on joint responsibilities

Ability to synthesize information from clients and internally

Commercial savviness (although not a direct commercial sales role)

Preferred:

Predilection for customer success automation

(New York only*) Estimated Salary range: 95,000 USD - 130,000 USD *Note: Disclosure as required by NY law

1 Skills Required For This Role

Team Management

Similar Jobs