Technical Account Manager

Technical Account Manager - Enterprise Accounts

Department: Customer Success / Account Management

Experience: 2-3 years

Employment Type: Full-Time

Industry: Banking | BFSI | Fintech | B2B SaaS

About the Role

We are looking for a customer-focused and technically strong Technical Account Manager to manage and grow strategic enterprise client relationships across the Banking, BFSI, Fintech, and B2B SaaS ecosystem.

This role sits at the intersection of account management, technical solutioning, delivery coordination, customer success, and commercial growth.

The ideal candidate will act as a trusted advisor to enterprise customers, ensuring successful product adoption, smooth post-sales engagement, effective issue resolution, and identification of expansion opportunities. The role will involve close collaboration with Sales, Product, Implementation, Support, Engineering, and Customer Success teams.

Key Responsibilities Account Ownership & Relationship Management

Own and manage a portfolio of strategic enterprise accounts.

Build strong relationships with business, operations, product, and technology stakeholders.

Act as the primary point of contact for post-sales technical and functional engagement.

Conduct regular governance calls, service reviews, and business reviews with customers.

Develop a strong understanding of customer objectives, challenges, and evolving requirements.

Technical Advisory & Solution Enablement

Understand customer workflows, use cases, integrations, and business objectives to drive effective product adoption.

Translate customer requirements into actionable technical and operational plans in collaboration with internal teams.

Advise customers on best practices for implementation, configuration, integration, and product usage.

Support customers in troubleshooting technical issues and coordinate with Product and Engineering teams for resolution.

Participate in discussions related to APIs, platforms, workflows, and integrations.

Delivery Coordination & Issue Resolution

Partner with Implementation, Support, Product, and Engineering teams to ensure smooth onboarding and ongoing delivery.

Track open issues, risks, dependencies, and customer commitments.

Proactively communicate updates and manage customer expectations.

Handle escalations effectively and drive timely resolution within agreed SLAs.

Ensure commitments made to customers are tracked and fulfilled through structured follow-ups.

Growth, Retention & Commercial Support

Identify upsell, cross-sell, and expansion opportunities within existing accounts.

Partner with Sales and leadership teams on renewal planning, account growth, and retention strategies.

Support proposals, change requests, solution enhancements, and commercial discussions.

Identify opportunities to increase product adoption and wallet share within strategic accounts.

Customer Success & Value Realization

Monitor account health, product adoption, usage trends, and customer satisfaction indicators.

Help customers realize measurable business outcomes through deeper product adoption and process improvements.

Identify potential risks to customer retention and proactively work towards resolution.

Align product capabilities with evolving customer business requirements.

Internal Collaboration & Reporting

Maintain accurate account updates, meeting notes, risk logs, and opportunity tracking in CRM and other relevant tools.

Work closely with Sales, Product, Operations, Support, Compliance, and Engineering teams.

Prepare account plans, QBRs, dashboards, and executive summaries for internal and external stakeholders.

Share customer feedback and insights with Product and Engineering teams to support continuous improvement.

Requirements

Bachelor s degree in Engineering, Technology, Business, or a related field.

2-3 years of experience in Technical Account Management, Enterprise Account Management, Solutions, Customer Success, Implementation, or a similar client-facing role.

Experience working with customers in Banking, BFSI, Fintech, B2B SaaS, Payments, Lending, Compliance, or Digital Platforms.

Strong understanding of enterprise customer management and the post-sales lifecycle.

Experience working with both business and technical stakeholders.

Strong communication, presentation, and stakeholder management skills.

Ability to understand technical concepts and explain them clearly to non-technical stakeholders.

Experience managing customer escalations, delivery coordination, and problem resolution.

Strong ownership and ability to manage multiple accounts and priorities independently.

Preferred Qualifications

Experience working with APIs, integrations, SaaS platforms, workflow products, digital onboarding, payments, lending, fraud, risk, or compliance solutions.

Understanding of Banking/BFSI workflows such as onboarding, KYC, lending, collections, payments, servicing, fraud, or compliance.

Familiarity with CRM and ticketing tools such as Salesforce, HubSpot, Zoho, Jira, or Freshdesk.

Experience supporting renewals, expansions, upsell/cross-sell, and strategic account growth.

Experience working with Product and Engineering teams to address customer requirements and influence product improvements.

Key Skills

Technical Account Management

Strategic Account Management

Enterprise Client Management

Banking / BFSI / Fintech Domain Knowledge

B2B SaaS

API & Integration Understanding

Stakeholder Management

Escalation Management

Customer Success

Renewal & Retention

Upselling & Cross-selling

Solution Enablement

Delivery Governance

Cross-functional Collaboration

Problem Solving

Executive Communication

Key Success Metrics

Customer retention and renewal rate

Account growth and expansion revenue

Product adoption and usage

SLA adherence and escalation resolution timelines

Customer satisfaction and relationship health

Implementation and delivery success

Reduction in open issues and resolution TAT

Identification and conversion of expansion opportunities

Who Will Succeed in This Role

The ideal candidate will bring a combination of:

The relationship-building skills of an Account Manager

The technical understanding of a Solutions/Implementation professional

The customer ownership mindset of a Customer Success professional

The commercial awareness of a Sales professional

Why Join Us

Work with strategic Banking, BFSI, and Fintech clients.

Gain exposure to enterprise SaaS and digital transformation in regulated industries.

Collaborate closely with Sales, Product, Engineering, and Delivery teams.

Take ownership of high-impact enterprise relationships and customer outcomes.

Build expertise across technical solutioning, customer success, and account growth.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.