Paul Murphy Associates

Compensation

Full Description

Position: Technical Account Manager / Customer Success Manager – US (Remote) Location: United States (100% remote) Our client is an award-winning, market-leading software company delivering advanced, at-scale solutions across global financial markets. Their platform is trusted by some of the most complex, high-volume trading environments, including banks, broker-dealers, proprietary trading firms, exchanges, and regulatory organizations. Position Overview We are seeking a client-facing Technical Account Manager / Customer Success Manager to serve as both a strategic and technical partner to clients. This hybrid role blends relationship management with technical expertise, ensuring successful onboarding, adoption, and ongoing optimization of the platform. You will act as a primary point of contact for customers, supporting both pre- and post-sales activities, driving product utilization, resolving technical challenges, and identifying opportunities for growth. Key Responsibilities • Serve as the primary point of contact for clients, building strong relationships to drive satisfaction, retention, and long-term engagement • Provide technical guidance on the platform, including APIs, integrations, and system functionality • Support clients through onboarding, implementation, and training to ensure successful adoption • Collaborate with Sales, Product, and Engineering teams to address client needs and improve overall delivery • Troubleshoot and resolve technical issues, proactively minimizing disruptions • Conduct regular client check-ins, business reviews, and training sessions to drive continued engagement • Analyze customer usage data to identify risks, optimization opportunities, and areas for expansion • Partner with clients to understand their workflows and recommend solutions aligned to their business needs • Stay current on market structure, regulatory developments, and industry trends to advise clients effectively • Act as the voice of the customer internally, ensuring feedback is captured and addressed • Identify and support opportunities for upsell and cross-sell through deeper client engagement • Document solutions, use cases, and client feedback to enhance internal knowledge sharing • Represent the firm at industry events, conferences, and client meetings Qualifications • Experience in a client-facing role such as Technical Account Manager, Customer Success Manager, Solutions Engineer, or similar within SaaS, fintech, or financial services • Strong understanding of capital markets and regulatory environments • Technical familiarity with software platforms, APIs, integrations, and troubleshooting • Strong problem-solving skills with a proactive, solutions-oriented mindset • Excellent communication skills with the ability to engage both technical and business stakeholders • Ability to manage multiple clients and priorities in a fast-paced environment • Experience working with US financial markets is preferred • Willingness to travel occasionally for client engagement Benefits & Perks • 100% Remote • Competitive Compensation + Equity • Health, Dental, Vision & Disability Coverage • Unlimited PTO • Flexible Work Environment Remote About the Company: Paul Murphy Associates