Senior Technical Account Manager

Responsibilities

• Own the technical relationship for a set of key accounts, building trusted long-term partnerships
• Develop deep understanding of each customer’s workflows and configuration
• Lead investigation and troubleshooting of complex technical issues, coordinating with internal teams
• Support delivery of new features and product changes for existing customers
• Manage multiple priorities across accounts and projects
• Capture and synthesise technical feedback from customers to inform product improvements
• Maintain high-quality documentation of configurations and customer-specific best practices
• Contribute to improving processes like ticketing, escalations, and knowledge bases

Requirements

• Bachelor’s degree
• 5+ years of experience in technical account management, technical support, or solutions engineering
• Strong technical background with HTML, CSS, JavaScript, JSON, and REST APIs
• Demonstrated ability to diagnose and troubleshoot complex technical issues
• Strong project management and prioritisation skills
• Excellent written and verbal communication skills
• Experience documenting technical processes
• Investment management or SaaS industry experience is highly beneficial
• Experience using browser-based web apps
• Proficiency using AI tools to enhance technical work
• Ability to mentor or manage other TAMs/CSAs

Benefits

• Competitive salary and discretionary bonus opportunity
• Comprehensive medical, dental and vision insurance
• 401(k) plan with employer matching
• Employer-funded life insurance and disability coverage
• FSA and HSA options
• Enhanced parental leave and family-friendly policies
• Mental health, wellness and employee assistance programmes
• Unlimited PTO plus 10 company holidays
• Flexible blended working and genuine work-life balance
• Home office budget and new-hire equipment package
• Ongoing learning, mentoring and career development opportunities

About the Company

Bipsync is a leading provider of research and workflow management solutions purpose-built for investment management. We use modern technologies, agile processes, and user-centered design to drive speed, agility, quality, and efficiency into our clients’ processes.