Technical Account Manager

Published: August 27, 2024.
Deadline for applicants: September 14, 2024.


Summary

  • Bipsync is a fast-growing financial technology SaaS company with a product thoughtfully designed to optimise research management.
  • Our customers include the world’s leading investment management firms, including fund and asset managers and asset allocators.
  • You will be joining an established Customer Success team entrusted with managing client relationships and looking after the well-being of Bipsync users.
  • We are seeking candidates based in the New York metro area, with the flexibility to work both remotely and from our NYC office in the Financial District. While our hybrid work model offers flexibility, we encourage team members to work from the office regularly to foster collaboration and team cohesion. There is also potential for international travel to our Cardiff office.
  • We offer a comprehensive benefits package that includes family-friendly policies, unlimited vacation, and an exciting, flexible work environment. Our team enjoys regular outings and events, promoting a strong sense of community and work-life balance. 
  • Salary Range: USD $90,000-$115,000 Base

About Bipsync

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 to drive better decisions, faster. Bipsync clients span the entire investment management industry across asset class, strategy and size. The world’s largest allocators right through to pre-launch fund managers rely on Bipsync as a single system of record and modern productivity environment to help them power their unique investment processes and drive operational excellence.

The Research Management market is worth billions of dollars, but until now has been served by old-fashioned, legacy software companies. Our modern, mobile-friendly, design-focused product quickly established a foothold and reputation, and now wins over most clients when we’re up against the competition. The opportunity is massive.
We’re a fast-growing business with solid investment, a proven product strategy and a lucrative target market. This brings a number of benefits, including a high level of autonomy, a tightly-knitted team, and a lack of bureaucracy. The Bipsync team is driven by creative people who want to build extraordinary products for an underserved market.

Diversity and Inclusion

Bipsync is proud to be an equal opportunities employer. Our inclusive culture empowers all of us to collaborate, belong, learn and grow. We recruit and reward based on capability and performance and encourage applications from all backgrounds and communities. We’re committed to having a team that is made up of diverse skills, experiences and abilities and we value the positive impact that difference has on our teams. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

About the role

The Technical Account Manager (TAM) serves as a dedicated and knowledgeable technical point of contact for key clients. This role involves understanding customer needs, providing technical support, ongoing configuration of client installations, ensuring smooth implementation of products or services, and maintaining strong client relationships. The TAM works closely with clients to address any technical issues, ensure their satisfaction, and help them maximize the value of our solutions. The ideal candidate will have:

Requirements

  • Bachelor’s degree and 3-5 years of experience in technical account management, technical support, or a related field.
  • Strong technical background with experience in HTML, CSS, Javascript, JSON, and RestAPIs.
  • Excellent problem-solving skills and the ability to diagnose and troubleshoot complex technical issues.
  • Strong project management skills with the ability to manage multiple priorities and meet deadlines.
  • Exceptional communication and interpersonal skills, with the ability to build and maintain relationships with clients.
  • A customer-focused mindset with a commitment to delivering exceptional service.
  • The ability to work independently and as part of a team in a fast-paced, dynamic environment.
  • Investment management or SaaS industry experience is highly beneficial.
  • Previous experience using browser-based web apps

Benefits

  • Competitive salary with the potential for a discretionary bonus on top of the base salary.
  • Medical, dental and vision insurance, plus life assurance and commuter benefits. 
  • Enhanced family-friendly policies.
  • 401(k) Plan with Employer Matching.
  • Birthday celebrations, regular lunches, events and team nights out.
  • Unlimited vacation policy, flexible and remote working opportunities.
  • A flexible hybrid working arrangement, featuring a brand new, easily-accessible office.
  • Brand new equipment and a home office budget.
  • Learning and development opportunities, with a clear path for progression.

The pay range for this role is:

90,000 - 115,000 USD per year (New York)

Customer Success

New York, NY

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