Technical Account Manager

Advisor360•Needham, MA

4d•$124,000 - $143,000•Remote

About The Position

Advisor360°'s TAMs are the technical backbone of our client relationships. You'll own the technical success of a portfolio of enterprise and mid-market wealth management firms — serving as their primary advisor on platform architecture, integrations, and long-term technical strategy. When clients have complex problems, you're the person who figures it out. When Advisor360° ships something new, you're the one who makes sure clients can actually use it. This role sits at the intersection of technical depth and client partnership. You'll work closely with CSMs, Product, and Engineering — but you own the technical relationship. Success here means clients that are stable, well-integrated, and getting measurable value from the platform.

Requirements

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

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