Technical Account Manager (Fintech)

TL;DR

Technical Account Manager (Fintech): Serving as the technical service liaison between customers and multiple production platforms, proactively addressing their needs and concerns related to financial reporting and capital markets transactions. Focus on understanding client business requirements, aligning solutions to meet those needs, and troubleshooting complex application setups to ensure regulatory compliance.

Location: US

Company

hirify.global delivers innovative software and service solutions for essential financial reporting and capital markets transactions.

What you will do

• Handle day-to-day account management and client interactions, addressing routine technical support issues.
• Serve as the main technical services liaison for assigned accounts, addressing their needs and concerns with expertise and urgency.
• Establish strong, long-term relationships with clients, understanding their business requirements and aligning solutions to meet their needs.
• Host regular touch points with assigned clients to set priorities, work through challenges, and discuss best practices.
• Review and approve billing weekly, end of month, and ad hoc throughout the week.

Requirements

• Generally newer to the role, with 1-3 years of Arc Suite experience in technical account management or related fields.
• Proven experience and mastery of one or more of the Arc Suite applications: ArcPro, ArcReporting and/or ArcFiling is required.
• Working knowledge of SEC regulations and electronic filing requirements (e.g., N-PORT, N-CEN, N-MFP) and experience supporting compliance workflows.
• B.S./B.A. preferred; equivalent experience in lieu of degree accepted.

Nice to have

• Excellent verbal, written, and interpersonal communication skills.
• Self-motivated with strong propensity for action, results and continuous improvement.
• The ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary.
• Exceptional organizational skills with the ability to multi-task and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines.
• Proven track record of solving technical problems.

Culture & Benefits

• Competitive compensation and comprehensive benefits.
• Flexible workplace.
• Opportunities for professional growth.