Technical Account Manager

3 weeks ago


Cupertino, United States ITACCEL Full time
Technical Account Manager
Delivery lieutenant to focus on leading new investment banking deployments and collaborate closely with Product and Engineering team members.
Leads These Workstreams:
  • Be the engagement lead for new, mission-critical, investment bank deployments of Al Alerts.
  • Build relationships with core leadership teams across our IB clients: Innovation, COO, and CIO/CTO teams. Establish credibility and build relationships with the senior bankers (Directors, MDs, etc.) using our solution.
  • Run pilots end to end that involve many aspects of complex enterprise-class digital transformation projects.
  • Be an expert on the product, use cases, and unique integrations configured for your accounts. Be able to engage deeply with bankers on the use case configurations and help the product team identify new opportunities to address pain points across banker workflows. Support user research interviews led by the Product team, etc.
  • Understand the broad landscape of investment banking and capital markets workflows.
Has These Skills / Attitudes:
  • Negative entropy and enjoyable conversations
  • Strong desire to work in a fast-paced, high-intensity startup environment; proven track record of success in high-growth, dynamic environments
  • Strong verbal and written communication skills. Experience creating PPT decks for and presenting to C-Suite audiences; can translate analysis and insights into storytelling
  • Experience with Excel-based analysis, data visualization, and PowerPoint deck development in management consulting contexts.
  • 5+ years of experience in technical account management, management consulting, or product management/innovation. Track record of academic success.
  • Technical background/experience with exposure to enterprise software, data analytics, systems integration, etc.
  • Excited by the potential of artificial intelligence to transform financial services workflows, and professional services/knowledge workers more broadly
  • Customer-centric, entrepreneurial, proactive team player with high EQ and a "make things happen gene ": can manifest success in dynamic, cross-functional, and collaborative environments

Location Focus: Remote, but concentrating search in NYC, Boston, Miami / FL to start then broadening to East Coast.

  • Cupertino, United States ITACCEL Full time

    Technical Account Manager Delivery lieutenant to focus on leading new investment banking deployments and collaborate closely with Product and Engineering team members. Leads These Workstreams: Be the engagement lead for new, mission-critical, investment bank deployments of Al Alerts. Build relationships with core leadership teams across our IB...


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