ESB Technologies
Our client is seeking a Technical Account Manager to help build strong relationships with our customers and guide them through the onboarding process. As part of the Customer Success team, you’ll collaborate with internal stakeholders to ensure our clients trade surveillance platform is smoothly integrated into customers’ workflows. This is a growth-focused role where you’ll gain deep experience in client-facing support, financial data analysis, and cross-functional communication.
Key Responsibilities
Support onboarding for new customers through kickoff calls, requirement gathering, and initial platform setup
Assist in integrating customers’ trading data into our clients and ensure a smooth user experience
Learn the ins and outs of our clients business, including platform features and trade surveillance filters
Collaborate with senior TAMs and internal teams to troubleshoot customer inquiries
Document and maintain onboarding protocols while suggesting process improvements
Gather customer feedback and share insights with technical and business teams
Help deliver product training to new users in collaboration with senior team members
Participate in pre-sales conversations with guidance from sales and support teams
Serve as an additional point of contact for product questions and technical requests
Required Experience
1–2 years in a customer-facing role, preferably within tech or financial services
Strong interest in financial markets and trade surveillance concepts
Basic familiarity with trading venues, order lifecycles, and market data (or eagerness to learn)
Bachelor’s degree in a related field or equivalent work experience
Comfort working across multiple teams to meet customer needs Preferred Skills
Clear and professional verbal/written communication
Familiarity with SaaS platforms and software development processes
Exposure to tools like Jira, Confluence, and Excel
Who You Are
Enthusiastic about helping customers succeed
Curious about financial systems and eager to deepen your knowledge
Team-oriented, communicative, and open to feedback
Thoughtful listener who takes time to understand others’ perspectives
Self-starter who asks questions, explores documentation, and continuously learns
Additional Information Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Business Development and Customer Service
Benefits: Medical insurance, Vision insurance, 401(k)
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Key Responsibilities
Support onboarding for new customers through kickoff calls, requirement gathering, and initial platform setup
Assist in integrating customers’ trading data into our clients and ensure a smooth user experience
Learn the ins and outs of our clients business, including platform features and trade surveillance filters
Collaborate with senior TAMs and internal teams to troubleshoot customer inquiries
Document and maintain onboarding protocols while suggesting process improvements
Gather customer feedback and share insights with technical and business teams
Help deliver product training to new users in collaboration with senior team members
Participate in pre-sales conversations with guidance from sales and support teams
Serve as an additional point of contact for product questions and technical requests
Required Experience
1–2 years in a customer-facing role, preferably within tech or financial services
Strong interest in financial markets and trade surveillance concepts
Basic familiarity with trading venues, order lifecycles, and market data (or eagerness to learn)
Bachelor’s degree in a related field or equivalent work experience
Comfort working across multiple teams to meet customer needs Preferred Skills
Clear and professional verbal/written communication
Familiarity with SaaS platforms and software development processes
Exposure to tools like Jira, Confluence, and Excel
Who You Are
Enthusiastic about helping customers succeed
Curious about financial systems and eager to deepen your knowledge
Team-oriented, communicative, and open to feedback
Thoughtful listener who takes time to understand others’ perspectives
Self-starter who asks questions, explores documentation, and continuously learns
Additional Information Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Business Development and Customer Service
Benefits: Medical insurance, Vision insurance, 401(k)
#J-18808-Ljbffr