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Financial Statement Services, Inc

via Lensa

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Technical Account Representative

Anywhere
full-time
Posted 9/6/2025
Key Skills:
Technical Account Management
Document Processing
Client Relationship Management
Troubleshooting
Communication Skills
Problem Solving
CRM Software
Financial Services Knowledge

Compensation

Salary Range

$60K-80K a year

Responsibilities

Manage client technical accounts, troubleshoot issues, collaborate with internal teams, and ensure client satisfaction.

Requirements

3+ years in technical account management or customer support, strong technical and communication skills, experience in document processing or financial services.

Full Description

Job Title: Technical Account Representative Company Overview: Financial Statement Services, Inc. (FSSI) has been a trusted leader in document outsourcing for over 45 years. Serving Fortune 500 companies across the financial, banking, insurance, and billing industries, FSSI is committed to delivering high-quality, reliable services while fostering a collaborative and employee-owned culture. Role Overview: As a Technical Account Representative at FSSI, you will act as the primary technical liaison between our clients and internal teams. Your role is crucial in ensuring client satisfaction by addressing technical issues, managing account needs, and facilitating seamless communication to support business objectives. What You'll Do: - You will manage and maintain strong relationships with key client accounts, ensuring their technical needs are met promptly. - You will troubleshoot and resolve technical issues related to document processing and outsourcing services. - You will collaborate with internal teams including IT, operations, and customer service to deliver effective solutions. - You will provide technical guidance and support to clients, helping them optimize their use of FSSI services. - You will monitor account performance metrics and report on service levels to clients and management. - You will assist in the onboarding of new clients by coordinating technical setup and training. - You will identify opportunities for process improvements and communicate client feedback to product development teams. What You Bring: - Minimum of 3 years of experience in a technical account management or customer support role, preferably in document processing or financial services. - Strong understanding of technical systems and software related to document management. - Excellent communication and interpersonal skills to effectively liaise with clients and internal teams. - Proven problem-solving abilities and attention to detail. - Ability to manage multiple accounts and prioritize tasks in a fast-paced environment. Bonus Points If You Have: - Experience working with Fortune 500 clients in financial or insurance sectors. - Knowledge of document outsourcing workflows and compliance standards. - Familiarity with CRM and ticketing systems such as Salesforce or Zendesk. - Technical certifications related to IT or account management. What We Offer: - We offer a competitive salary and comprehensive benefits package including health, dental, and vision insurance. - We offer opportunities for professional growth and development within an employee-owned company. - We offer a supportive and collaborative work environment that values innovation and teamwork. - We offer flexible work arrangements to support work-life balance. - We offer employee ownership opportunities, allowing you to share in the company’s success. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience to our careers page at www.fssi.com/careers. We look forward to welcoming you to Team FSSI!

This job posting was last updated on 9/6/2025

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