Technical Account Manager
Key Skills for This Role
Full Job Posting
Account Ownership & Relationship Management
Own and manage a portfolio of strategic enterprise accounts.
Build strong relationships with business, operations, product, and technology stakeholders.
Act as the primary point of contact for post-sales technical and functional engagement.
Conduct regular governance calls, service reviews, and business reviews with customers.
Develop a strong understanding of customer objectives, challenges, and evolving requirements.
Technical Advisory & Solution Enablement
Understand customer workflows, use cases, integrations, and business objectives to drive effective product adoption.
Translate customer requirements into actionable technical and operational plans in collaboration with internal teams.
Advise customers on best practices for implementation, configuration, integration, and product usage.
Support customers in troubleshooting technical issues and coordinate with Product and Engineering teams for resolution.
Participate in discussions related to APIs, platforms, workflows, and integrations.
Delivery Coordination & Issue Resolution
Partner with Implementation, Support, Product, and Engineering teams to ensure smooth onboarding and ongoing delivery.
Track open issues, risks, dependencies, and customer commitments.
Proactively communicate updates and manage customer expectations.
Handle escalations effectively and drive timely resolution within agreed SLAs.
Ensure commitments made to customers are tracked and fulfilled through structured follow-ups.
Growth, Retention & Commercial Support
Identify upsell, cross-sell, and expansion opportunities within existing accounts.
Partner with Sales and leadership teams on renewal planning, account growth, and retention strategies.
Support proposals, change requests, solution enhancements, and commercial discussions.
Identify opportunities to increase product adoption and wallet share within strategic accounts.
Customer Success & Value Realization
Monitor account health, product adoption, usage trends, and customer satisfaction indicators.
Help customers realize measurable business outcomes through deeper product adoption and process improvements.
Identify potential risks to customer retention and proactively work towards resolution.
Align product capabilities with evolving customer business requirements.
Internal Collaboration & Reporting
Maintain accurate account updates, meeting notes, risk logs, and opportunity tracking in CRM and other relevant tools.
Work closely with Sales, Product, Operations, Support, Compliance, and Engineering teams.
Prepare account plans, QBRs, dashboards, and executive summaries for internal and external stakeholders.
Share customer feedback and insights with Product and Engineering teams to support continuous improvement.
Requirements
- Bachelor’s degree in Engineering, Technology, Business, or a related field.
- 2–3 years of experience in Technical Account Management, Enterprise Account Management, Solutions, Customer Success, Implementation, or a similar client-facing role.
- Experience working with customers in Banking, BFSI, Fintech, B2B SaaS, Payments, Lending, Compliance, or Digital Platforms .
- Strong understanding of enterprise customer management and the post-sales lifecycle.
- Experience working with both business and technical stakeholders.
- Strong communication, presentation, and stakeholder management skills.
- Ability to understand technical concepts and explain them clearly to non-technical stakeholders.
- Experience managing customer escalations, delivery coordination, and problem resolution.
- Strong ownership and ability to manage multiple accounts and priorities independently.
Preferred Qualifications
- Experience working with APIs, integrations, SaaS platforms, workflow products, digital onboarding, payments, lending, fraud, risk, or compliance solutions .
- Understanding of Banking/BFSI workflows such as onboarding, KYC, lending, collections, payments, servicing, fraud, or compliance.
- Familiarity with CRM and ticketing tools such as Salesforce, HubSpot, Zoho, Jira, or Freshdesk .
- Experience supporting renewals, expansions, upsell/cross-sell, and strategic account growth.
- Experience working with Product and Engineering teams to address customer requirements and influence product improvements.
Key Skills
- Technical Account Management
- Strategic Account Management
- Enterprise Client Management
- Banking / BFSI / Fintech Domain Knowledge
- B2B SaaS
- API & Integration Understanding
- Stakeholder Management
- Escalation Management
- Customer Success
- Renewal & Retention
- Upselling & Cross-selling
- Solution Enablement
- Delivery Governance
- Cross-functional Collaboration
- Problem Solving
- Executive Communication
Key Success Metrics
Customer retention and renewal rate
Account growth and expansion revenue
Product adoption and usage
SLA adherence and escalation resolution timelines
Customer satisfaction and relationship health
Implementation and delivery success
Reduction in open issues and resolution TAT
Identification and conversion of expansion opportunities
Who Will Succeed in This Role
The relationship-building skills of an Account Manager
The technical understanding of a Solutions/Implementation professional
The customer ownership mindset of a Customer Success professional
The commercial awareness of a Sales professional
Why Join Us?
Work with strategic Banking, BFSI, and Fintech clients.
Gain exposure to enterprise SaaS and digital transformation in regulated industries.
Collaborate closely with Sales, Product, Engineering, and Delivery teams.
Take ownership of high-impact enterprise relationships and customer outcomes.
Build expertise across technical solutioning, customer success, and account growth.
About Signzy
Fintech company providing AI-powered digital identity verification, fraud prevention, and compliance automation to banks and financial institutions.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Signzy
Sr. Key Account Manager
Gurugram, IND
Signzy is seeking a senior account manager to grow strategic enterprise accounts in the BFSI sector through account expansion, upselling, and cross-selling. The role owns client relationships, revenue growth, retention,
Sr. Key Account Manager
Gurugram, IND
Legal Manager
Bengaluru, IND
Sales Development Representative
Bengaluru, IND
System Admin
Bengaluru, IND
PMO QA
Bengaluru, IND
GTM Associates
Bengaluru, IND
Digital Sales Executive
Gurugram, IND
Founder's Office - New Initiatives
Bengaluru, IND