Account Manager

TS Imagine•New York, NY

8d•Hybrid

About The Position

TS Imagine, the world's leading provider of real-time trading, portfolio and risk management solutions for the financial services industry, is looking for a Technical Account Manager to join our growing team. Technical Account Managers are the primary point-person for their accounts who forge strong relationships and help clients grow their business by getting the most out of the TS Imagine product suite.

Requirements

Bachelor’s degree or equivalent
Technical understanding and knowledge of buyside/sellside/private bank workflows in the front office, with a specific focus in Equities, Listed Derivatives and Fixed Income
Thorough and hands-on knowledge and experience of order and execution management workflows and functionality
Understanding of financial markets products, a broad understanding of the electronic trading process and related regulation, risk and operations and associated front office order execution and order flow requirements
A strong network of relevant contacts within the buyside and sellside community
Highly proficient communication skills, both written and oral
Ability to positively engage with and contribute to the wider global team
Willingness to work occasional evenings and/or weekends to accommodate client deadlines and time-zone differences.
Ability and willingness to provide leadership to more junior members of a team

Nice To Haves

Any other languages are an asset

Responsibilities

Build a relationship with our clients as a primary point of contact and gaging a good understanding of their business strategies across all asset classes
Provide regular visits, phone calls and updates to the client to ensure client is sufficiently serviced and expectations are managed
Understand the client’s internal structure of stakeholders and ensure a relationship is formed with key members from every group (trading desk, IT, COO, compliance)
Maximize revenue opportunities for the company to existing clients by identifying upselling opportunities
Identify any potential opportunity or threats with other competitive solutions that may be on the client’s desktop
Identify potential risks due to support or product gaps in a pro-active manner
Identify any risks to the business due to consolidation or downsizing
Provide feedback internally and keep up to date information and reporting through Salesforce.com
Assist our sales team in marketing campaigns across our existing clients
Facilitate client entertainment and networking events
Provide point of escalation for any ongoing support issues
Provide high-level business updates to internal stakeholders at TS Imagine
Liaise with clients in order to identify and understand their business requirements
Create statements of work that define proposed solutions. If requirements are complex or large, engage the Professional Service team
Liaise with other departments within TSI in order to deliver on the client requirements
Provide regular training and demonstrations on new product features or to new users and documenting and communicating feedback
Liaise with brokers, dealers and venues to give client access to their required execution destinations
Provide a TSI roadmap update on a quarterly basis and record the minutes and follow up actions in Salesforce
Manage regular TSI upgrades to latest version
Provide release notes to clients with every back end (TSOM) release and for TradeSmart releases taken
Review client issues, requirements and workflows on a regular basis
Manage communication and follow up on any major production incidents for client accounts
Identify and manage resolution of any re-occurring support issues
Assist with trouble shooting where required
Create and maintain client workflow documentation
Log all time in FinancialForce