Technical Account Manager (Institutional)

Join as a Technical Account Manager (Institutional) and play a key role in managing day-to-day client relationships with leading national banking organizations. You will coordinate across internal teams, ensure seamless deployment and adoption of our platform, and contribute directly to the success and growth of our enterprise relationships.

This is a fully remote position with unlimited PTO, full medical and dental benefits, company equity, and a 401k with match. - Serve as the primary day-to-day contact for assigned institutional accounts, managing onboarding and deployment of new users. - Coordinate with internal teams to resolve client issues, implement workflow improvements, and track and maintain organized workflows. - Monitor platform usage, identify opportunities to drive engagement, and escalate risks proactively, acting as a trusted advisor to enhance client satisfaction. - The ideal candidate thrives in a fast-paced environment, excels at cross-functional collaboration, and consistently delivers a high-touch client experience - Other:

High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solving - Experience: 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments - Demonstrated success in cross-functional collaboration, problem-solving, and process improvement - Proven track record of managing high-value or complex client accounts and driving measurable results - Deep understanding of financial services workflows, client engagement strategies, or enterprise technology platforms - Skills:

Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreams - Preferred Experience: Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is strongly preferred