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The Role We are seeking a Lead Technical Account Manager with deep market data expertise and a passion for client success. In this pivotal role, you’ll be responsible for building strategic relationships with clients, managing complex integrations, and leading cross-functional initiatives to ensure seamless adoption and engagement with the Surveyor platform. As a trusted advisor, you’ll spearhead technical engagements and serve as the primary conduit between our customers and internal teams, helping us maintain our position as the premier trade surveillance solution.   What You’ll Do Client Onboarding & Relationship Management: Lead and oversee onboarding of new customers, including kickoff calls, business requirements gathering, comprehensive assessment of client business processes and objectives, data integration oversight with customization to align with client workflows, and post-integration success monitoring to ensure optimal tool adoption and value realization Platform Mastery: Attain expert-level proficiency in the full Surveyor ecosystem—including front-end tools, trade surveillance filters, and underlying systems architecture Process Excellence: Own and improve onboarding protocols and documentation to boost operational efficiency and client experience Technical Analysis: Conduct in-depth market data analysis using Surveyor's tools to investigate customer inquiries related to order lifecycle, venue behavior, pricing anomalies, and potential market abuse Product Development Partnership: Champion client feedback by identifying opportunities for product enhancements and new features and collaborate with engineering teams to define and scope new surveillance filters based on real-world customer use cases Training & Knowledge Transfer: Train new clients and internal stakeholders on platform capabilities and data workflows Strategic Business Support: Support strategic initiatives for pre-sales and post-sales processes, acting as a bridge between sales, product, and engineering Revenue Growth: Work closely with Sales to accelerate pipeline velocity and expand business opportunities   About You You are a client-focused technical leader who excels at translating complex financial market concepts into actionable business solutions. You understand that serving institutional clients requires a unique blend of technical depth, business acumen, and relationship management skills. As a trusted advisor, you know how to balance technical precision with the practical needs of trading operations and compliance teams.You stay current with evolving market structure and regulatory requirements, not just as an academic exercise, but with a keen eye toward how these changes impact our clients' surveillance needs. You're constantly evaluating how our platform capabilities can be optimized to address emerging market behaviors and regulatory challenges.Your approach combines startup agility with enterprise reliability. You're comfortable navigating ambiguous client requirements while maintaining the precision that financial services clients demand. You excel at building long-term strategic relationships.   You'll Be a Great Fit If You Have Experience: 5+ years in technical account management or financial market roles, ideally in trade surveillance, market operations, or electronic trading support Technical Expertise: Proven expertise in financial market microstructure, venue behavior, data formats (e.g. FIX, ITCH), order lifecycle management, and market data analysis across asset classes Leadership Skills: Demonstrated ability to lead cross-functional projects with distributed teams and stakeholders Education: Bachelor's degree in Finance, Computer Science, Data Analytics, or a related field Communication Excellence: Strong verbal and written communication with ability to translate technical concepts to business stakeholders Process Knowledge: Familiarity with software development lifecycles and Agile methodologies Technical Tools: Hands-on experience with Jira Cloud, Confluence, and advanced use of Excel for data analysis and reporting   What Sets You Apart Deep Market Knowledge: Understanding of trading systems, market microstructure, and regulatory technology requirements at the individual message level Client Success Focus: Proven track record of driving client adoption and expansion through technical excellence and relationship management Cross-Functional Leadership: Experience managing complex technical implementations across sales, product, and engineering teams Continuous Learning: Self-directed learner who's not afraid to ask questions, challenge assumptions, and explore new ideas Results-Driven Mindset: Comfortable working across technical and business teams, fostering collaboration and continuous improvement while maintaining focus on measurable outcomes   Location: This is a hybrid-role based in Midtown, NYC, with flexibility for domestic and international travel   Compensation and Perks The reasonably estimated salary for this role is $110,000 – $130,000 + Additional Bonus if applicable. Actual compensation is based on a number of factors including but not limited to the candidate's skills, qualifications, and experience.  Complimentary breakfast on Tuesdays and lunch on Wednesdays and Thursdays.  Trillium Surveyors offers a wide range of best in class, comprehensive and inclusive employee benefits and perks including PTO, medical and dental insurance, 401(K) matching, parental leave, pre-tax commuter benefits, catered lunches, and a complimentary membership to Battleground Country Club.    

The Role We’re looking for an experienced Account Manager in the B2B SaaS space to own the full lifecycle of client engagement - from onboarding and adoption to renewal, upsell, and long-term relationship expansion. This is a high-impact, client-facing role with both strategic and commercial responsibility, directly tied to client retention and revenue growth. You’ll act as the face of our business to key clients, driving value at every stage while keeping a steady pulse on account health. The ideal candidate is equal parts relationship-builder, commercial operator, and trusted advisor to companies in the capital markets or financial compliance industry. You’ll surface insights that shape our product roadmap, influence our market positioning, and help us deepen our footprint within each account. Over time, this role offers a clear path to leadership, with the opportunity to build and scale a client success function beneath you.   What You’ll Do Value-Led Client Conversations: Drive thoughtful, consultative discussions that uncover client needs and position our value as the foundation of every decision. You’ll know how to ask the right questions, frame solutions, and guide renewals and expansions. Renewals & Upsell: Own the full renewal and upsell process, ensuring consistently high retention and measurable account growth. Account Mapping. Identify key stakeholders, socialize use cases, and uncover areas of opportunity within accounts. Socialize findings with the Surveyor team to effectively create a multi-threaded client engagement model, which ensures the ongoing success and growth of our accounts. Client Health Monitoring: Own account health by tracking activity and sentiment, spotting early churn risks. Run point on the full communication loop — coordinating with Technical Account Managers and Product to ensure feedback is captured, shared, and acted on. Multi-Channel Engagement: Stay visible and relevant through email, calls, on-site meetings, executive updates, and industry events – tailoring your approach to context and audience. Market Presence: Represent the company externally, building credibility through conferences, roundtables, and networking while strengthening client loyalty and capturing competitive opportunities. Product & Industry Advocacy: Share compliance insights, product updates, and best practices to position yourself as a trusted advisor and resource, not just a vendor. Cross-Functional Collaboration: Partner with Marketing, Product, and Technical Account Managers to elevate client engagement, feed actionable insights into the roadmap, and ensure client needs shape strategy.   About You You’re a strategic and commercially minded relationship-builder who knows how to build trust, drive outcomes, and grow long-term partnerships. You bring emotional intelligence, domain fluency, resourcefulness and the ability to navigate complex organizations with ease. You enjoy being close to the client and the product and thrive in environments where you can make a measurable impact   You'll Be a Great Fit If You Have Experience: 6-9 years in Account Management or Customer Success within B2B SaaS - ideally in FinTech, RegTech, or capital markets. Commercial Acumen: Strong track record of driving renewals, upsells, and expansions while maintaining exceptional client satisfaction. Strong EQ with the instinct to anticipate client needs and navigate complex stakeholder landscapes. Strong track record of driving renewals, upsells, and expansions while maintaining exceptional client satisfaction. Client Fluency: Confident, self-sufficient communicator who manages sensitive conversations with polish and authority. Ability to engage senior stakeholders with confidence - from compliance officers to C-level executives. Strategic Orientation: Skilled at identifying account growth potential and translating business needs into platform value. Data-Driven Mindset: Comfortable using engagement metrics, account health data, and pipeline forecasting to inform your approach. Collaborative Style: Adept at working cross-functionally to align internal teams around client outcomes. Market Network (Bonus): Existing relationships in the financial markets or compliance technology space that could open doors or accelerate growth. Leadership Potential: Entrepreneurial mindset and ambition to grow into leading a team.   What Sets You Apart Deep Market Knowledge: Understanding of trading systems, market microstructure, and regulatory technology requirements at the individual message level Client Success Focus: Proven track record of driving client adoption and expansion through technical excellence and relationship management Cross-Functional Leadership: Experience managing complex technical implementations across sales, product, and engineering teams Continuous Learning: Self-directed learner who's not afraid to ask questions, challenge assumptions, and explore new ideas Results-Driven Mindset: Comfortable working across technical and business teams, fostering collaboration and continuous improvement while maintaining focus on measurable outcomes   Location: This is a hybrid-role based in Midtown, NYC   Compensation and Perks The reasonably estimated salary for this role is $130,000 – $170,000 + Additional Bonus if applicable. Actual compensation is based on a number of factors including but not limited to the candidate's skills, qualifications, and experience.  Complimentary breakfast on Tuesdays and lunch on Wednesdays and Thursdays.  Trillium Surveyors offers a wide range of best in class, comprehensive and inclusive employee benefits and perks including PTO, medical and dental insurance, 401(K) matching, parental leave, pre-tax commuter benefits, catered lunches, and a complimentary membership to Battleground Country Club.