Technical Account Manager

undefined ago • All levels • Account Management

Job Summary

Job Description

This is a key role for ION Markets, where the Technical Account Manager serves as the primary customer contact for service delivery and overall service engagement. The successful candidate will join the Fixed Income Technical Account Managers team in Jersey City, NJ. Responsibilities include owning the customer's service experience, understanding their business flows, managing production services, analyzing requirements, overseeing project deliveries, and handling critical incidents. The role requires strong relationship management and communication skills across various internal and external teams.
Must have:
  • Ownership and presentation of the overall ION Markets service delivered to the customer and their perception of it
  • Maintaining a solid understanding of the customer's business, their ION Markets business flows, the markets and data setup
  • Relationship management with the customer's business, technology, support operations and compliance
  • Management and ownership of the production service to ensure it is delivered to the customer in line with the contract
  • Analysis and documentation of customer requirements to ensure such requirements are clearly understood
  • Management of the delivery of standard or BAU setup changes to hosted clients
  • Management & communication of critical production incidents
  • Manage multiple customers and deliveries at any one time
  • Help drive customer change working with the customer and the product teams to plan and prioritize
  • Ensure all customer documentation and internal dashboards / workstreams / trackers are maintained
  • Maintenance and regular review of the customer roadmap and needs
  • Provide expertise in the ION Fixed Income products to clients to help driving the adoption of the ION solutions
  • Develop and maintain strong relationships with other teams including Support, Implementation, Product Management, and Sales
  • Positively represent ION Markets Technical Account Management to other ION teams and customers

Job Details

The Role:

This is a key role in how the service is delivered and perceived by ION Markets customers, with the Technical Account Manager acting as the customer's primary point of contact for the delivery of the service and taking responsibility for ION's service engagement with them. The successful candidate will work within the ION Markets Fixed Income division, joining the Fixed Income Technical Account Managers team, based in Jersey City, NJ.

Key Responsibilities:

  • Through a positive constructive and consultative approach, the Technical Account Manager must work closely with teams across ION Markets to provide customers with a great experience of ION's service. The Technical Account Manager is backed up by Implementation, Development, Product and Support teams, and is responsible for:
  • Ownership and presentation of the overall ION Markets service delivered to the customer and their perception of it, including the delivery of upgrades, maintenance, new services, migrations, change requests and day to day operations.
  • Maintaining a solid understanding of the customer's business, their ION Markets business flows, the markets and data setup, using this knowledge to provide business and functional expertise to the customer so they maximize the benefit from ION Markets services.
  • Relationship management with the customer's business, technology, support operations and compliance.
  • Management and ownership of the production service to ensure it is delivered to the customer in line with the contract, service definition and where applicable SLAs. Ensure production issues are resolved in line with clients’ priorities, assisting ION Markets teams through the provision of strong business domain expertise to assist in resolution.
  • Analysis and documentation of customer requirements to ensure such requirements are clearly understood, together with how the service supports the requirement. Where enhancements are raised then agreement with the Product Management team(s) to determine if/how they will be progressed, or the Service changed.
  • Management of the delivery of standard or BAU setup changes to hosted clients. Supervision of projects with clients, including the larger or non-standard changes for hosted clients, to assist the Project Management function with defining remediation plans and communicating with the client in presence of complex issues.
  • Management & communication of critical production incidents. Whilst support will manage critical incidents through to service restoration, the Technical Account Manager should expect to assist using their business domain expertise and customer relationship. The Technical Account Manager should expect to take the lead with communicating any postmortem activities, explanation and write up.
  • Manage multiple customers and deliveries at any one time, working constructively with relevant teams to ensure smooth delivery and compliance with the scope of work as per the contract, and drive priorities.
  • Help drive customer change working with the customer and the product teams to plan and prioritize. Ensure effective, consistent and structured communication with customers, including ensuring meetings are documented and actions circulated in line with standards and stored centrally.
  • Ensure all customer documentation and internal dashboards / workstreams / trackers are maintained to a high consistent standard in a timely manner for management review.
  • Maintenance and regular review of the customer roadmap and needs, communicating customer direction and service utilization internally to the relevant teams.
  • Provide expertise in the ION Fixed Income products to clients to help driving the adoption of the ION solutions in line with the clients’ business needs.
  • Develop and maintain strong relationships with other teams including Support, Implementation, Product Management, and Sales
  • Positively represent ION Markets Technical Account Management to other ION teams and customers

Required Skills, Qualifications, and Experience:

  • Strong communication skills across all organizational levels within both ION Markets and customer organizations
  • Excellent interpersonal skills, with the ability to develop and maintain strong relationships with customers across multiple disciplines.
  • Extensive business knowledge in fixed income trading with first-hand experience at either financial institutes or technology companies working within the financial markets space.
  • Experience of delivering financial software services to customers and able to demonstrate a consistently high rate of customer satisfaction.
  • Strong analysis skills, ideally demonstrating an analysis background with the ability to create clear, tangible requirements when analyzing complex tasks.
  • Evidence of (or quickly develop a) good technical understanding of ION Markets applications and architecture, with the ability to confidently explain technical concepts to non-technical staff.
  • The ability to recognize when to get involved with customer service issues to either provide support / guidance or take control, and authoritatively manage difficult situations to their conclusion.
  • Experience in managing business critical production services for customers. The ability to manage and communicate a delivery plan and manage delivery negotiations effectively balancing ION's and the customer's objectives.
  • The ability to manage and deliver to multiple customers simultaneously often with demanding timescales.
  • Experience of successfully working with challenging customers and with complex business scenarios, demonstrating their own contribution to improve customer perception of the service and customer satisfaction.
  • The ability to remain calm under pressure particularly when faced with difficult situations, showing a flexible approach and an ability to confidently find a way through such situations.
  • Strong commercial skills with the ability to identify when requests are outside the service, ensuring chargeable work is accurately managed and reported to Finance.
  • Strong ownership of their brief, escalating where appropriate whilst still retaining responsibility for resolving issues and delivering the service. A results-oriented approach to service provision.
  • A positive approach to change; can identify improvements to advance the customer delivery service.

About us

We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world.

  • Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk.
  • Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure.

ION is a rapidly expanding and dynamic group with 13,000 employees and offices in more than 40 cities around the globe.

Our ever-expanding global footprint, cutting edge products, and over 40,000 customers worldwide provide an unparalleled career experience for those who share our vision.

ION is committed to maintaining a supportive and inclusive environment for people with diverse backgrounds and experiences. We respect the varied identities, abilities, cultures, and traditions of the individuals who comprise our organization and recognize the value that different backgrounds and points of view bring to our business.

ION adheres to an equal employment opportunity policy that prohibits discriminatory practices or harassment against applicants or employees based on any legally impermissible factor.

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About The Company

We’re visionary innovators who are delivering mission-critical trading and workflow automation software to financial institutions, corporations, central banks, and governments. By combining our passion for automation with a strategic view on the industries we serve, we design solutions that improve decision-making, simplify complex processes, and empower people. Simply put, we help our customers do more, faster and better than before. We believe our investments in research and development are shaping the future of automation and enabling our customers to transform their business. And we embrace the power of community, working with each other and with our customers to succeed through a positive culture of continuous improvement.

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