What are the responsibilities and job description for the Technical Account Manager - Financial Services position at SymphonyAI?
Introduction
We are seeking an experienced Technical Account Manager with 8 years of relevant experience in Financial Services and Consulting.
The ideal candidate will play a vital role in helping clients use SymphonyAI technology effectively to meet regulatory requirements and combat financial crime, while also acting as a trusted advisor for both technical and compliance needs.
This is a role that blends both technical expertise and customer relationship management, specifically focused on implementing, supporting, and optimizing SymphonyAI software solutions and systems for clients. This role is key in ensuring that customers-usually banks, financial institutions, or regulated businesses-are effectively using our technology to detect, prevent, and report money laundering activities.
Job Description
Relationship Management :
- Act as the primary technical point of contact for clients using SymphonyAI solutions.
- Build strong relationships with clients by understanding their business needs and ensuring they are satisfied with the product or service. Actively manage expectations through appropriate communications, reporting, assurance, and governance.
- Acquire an in-depth understanding of our products and services to provide expert guidance and support to clients.
- Collaborate with clients to strategically plan and deliver enhancements to our products or services. Drive Client Advisory Boards and feedback loop to Product.
- Monitor client accounts, analyze usage patterns, and identify upselling or cross-selling opportunities aligned with client goals.
- Encourage satisfied clients to become advocates by contributing testimonials, case studies, or referrals.
- Ensure client satisfaction and work towards securing contract renewals, expansion of Professional Services or increase in solution footprint within client's organization.
Technical Implementation and Integration :
Regulatory Knowledge and Compliance Guidance :
Incident Management and Escalation :
Reporting and Documentation :
Key Requirements :
If you have a passion for utilizing advanced analytics and AI to drive impactful change in the financial services industry and meet the qualifications listed above, we encourage you to apply for this dynamic role.
About Us
SymphonyAI is building the leading enterprise AI SaaS company for digital transformation across the most critical and resilient growth industries, including retail, consumer packaged goods, financial crime prevention, manufacturing, media, and IT service management. Since its founding in 2017, SymphonyAI today serves 2000 Enterprise customers globally and has grown to 3,000 talented leaders, data scientists, and other professionals across over 30 countries.
