Junior Technical Account Manager TAM

We are seeking a Junior Technical Account Manager for our client with an interest in market data and a passion for client success. In this role, you'll support the onboarding and day-to-day management of client relationships, assist with platform integrations, and work closely with internal teams to help clients get the most out of the platform. You'll serve as a key point of contact for clients, helping troubleshoot issues, answer questions, and ensure a smooth experience, all while developing your expertise in trade surveillance and financial technology.

What You’ll Do

Client Onboarding & Relationship Management: Assist in 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 curious and motivated professional with a strong interest in financial markets and technology.
• You are eager to learn how trade surveillance works and excited to develop hands-on expertise with market data, order lifecycle concepts, and compliance workflows.
• You bring strong communication skills and a genuine desire to help clients succeed.
• You enjoy digging into data to understand how things work and aren't afraid to ask questions when something doesn't make sense.
• You're comfortable working in a fast-paced startup environment and are energized by the opportunity to grow alongside a high-performing team.
• You take initiative, stay organized, and approach every client interaction with professionalism and empathy.
• Your foundation gives you enough context to ramp quickly, and your attitude ensures you'll keep learning every day. You thrive in collaborative settings and are excited to contribute to a platform that's making a real impact in the RegTech space.

You'll Be a Great Fit If You Have:

Experience: 2-4 years in technical account management or financial market roles, ideally in trade surveillance, market operations, or electronic trading support

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

Continuous Learning: Self-directed learner who's not afraid to ask questions, challenge assumptions, and explore new ideas.

Client Success Focus: Proven track record of driving client adoption and expansion through technical excellence and relationship management

Results-Driven Mindset: Comfortable working across technical and business teams, fostering collaboration and continuous improvement while maintaining focus on measurable outcomes Deep Market Knowledge: Understanding of trading systems, market microstructure, and

regulatory technology requirements at the individual message level

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 classe

Cross-Functional Leadership: Experience managing complex technical implementations across sales, product, and engineering teams