Note: The job is a remote job and is open to candidates in USA. Advisor360° is a leading SaaS platform in the fintech space that transforms how wealth management firms operate. They are seeking a Technical Account Manager to serve as the primary technical advisor for enterprise and mid-market clients, ensuring their success with the platform through strategic partnerships and technical guidance.
Responsibilities
- Act as the lead technical advisor for assigned enterprise and mid-market clients, guiding them on solution architecture, integration strategies, and platform optimization
- Build deep relationships with client technology and operations teams to understand their strategic initiatives and align technical roadmaps accordingly
- Help lead technical onboarding efforts in collaboration with implementation and product teams, ensuring scalable architecture, data integrations, and compliance with financial regulations
- Translate client workflows and regulatory requirements into best-practice configurations using Advisor360°’s platform
- Lead pilots, betas and controlled research studies for new capabilities scoped to a subset of users
- Prepare clients for upcoming releases through testing plans, impact analysis, and coordination of rollout strategies
- Partner with CSMs to ensure clients are informed, ready, and equipped to adopt new and underutilized capabilities
- Identify and address adoption gaps across the platform — proactively surfacing underutilized capabilities, diagnosing barriers, and working with clients to drive meaningful usage
- Own technical escalations, working cross-functionally with Support, Product, and Engineering to resolve issues while improving long-term system resilience
- Manage complex client requests, ensuring clear documentation and efficient routing to internal subject matter experts
- Proactively review technical performance, usage trends, and system configurations to identify risks and recommend improvements
- Provide insights and technical best practices that help clients scale usage, reduce friction, and increase platform ROI
- Represent the technical needs of your clients in roadmap planning, product feedback cycles, and postmortems
Skills
- 5+ years in a Technical Account Manager, Solutions Engineer, or Technical Consultant role, ideally in SaaS or FinTech
- Ability to simplify complex technical concepts for clients by using clear language, storytelling, visuals, and active listening—empowering them to understand and embrace the technology without feeling overwhelmed
- Experience supporting or implementing technology for wealth management, asset management, or financial services firms
- Strong understanding of financial data flows, compliance-driven system design, and integration best practices
- Hands-on experience with API integrations, SSO configuration, and data feed management — you've built or troubleshot these connections in a client-facing context, not just overseen them
- Proven ability to build strategic relationships with technical and business stakeholders at all levels
- Experience managing complex product configurations, integrations (APIs, SSO, custodians), and regulatory constraints
- Exceptional problem-solving and communication skills with the ability to translate technical details into business value
- Comfortable navigating fast-paced environments, managing multiple accounts, and leading cross-functional initiatives
Benefits
- Competitive base salaries
- Annual performance-based bonuses
- Chance to share in the equity value you and your colleagues create during your time with the company
- Comprehensive health benefits, including dental, life, and disability insurance
- Unlimited paid time off program
Company Overview