Technical Account Manager
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Job Description
Technical Account Manager for financial institutions, troubleshooting and scaling their banking operations. Manage relationships and ensure successful use of the Prelim platform across clients.
Responsibilities:
- Manage a portfolio of live banking clients as their trusted technical partner after go-live
- Conduct regular check-ins and maintain strong relationships with stakeholders from bank operations staff to executives
- Configure and maintain customer workflows & configurations
- Handle support escalations, troubleshoot platform issues, and make adjustments on live calls with financial institutions
- Partner closely with product and engineering teams to investigate bugs, advocate for customer needs, and communicate resolution timelines
- Manage support ticket flow to ensure timely resolution of customer issues
- Train bank employees on platform usage and best practices during and after implementation
- Step in to support implementations during resource crunches, helping with configuration and project management
- Review, document, and communicate product releases to customers
- Navigate difficult customer relationships and de-escalate tense situations while protecting the team
Requirements:
- Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively
- Comfort troubleshooting technical issues, with the technical aptitude to learn the platform quickly
- Grace under pressure, you stay calm during escalations or high-stakes customer situations
- Excellent written and verbal communication skills, especially when explaining complex topics to non-technical audiences
- Strong organizational skills and comfort juggling multiple priorities and accounts
- Proactive mindset, you identify and address issues before they become problems
- Genuine care for customers and willingness to go above and beyond
- Legally authorized to work in the United States and located within the continental United States
Benefits:
- Offers Equity
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