Serves as the strategic technical relationship owner for high-value advisory firms. Responsibilities include onboarding, training, adoption, lifecycle management, platform guidance, business reviews, issue escalation, customized workflows, client documentation, and cross-functional project leadership. The role requires managing complex client portfolios, identifying risks and opportunities, coordinating Product and Development teams, leading strategic sessions, communicating with executives, and mentoring peers through influence.
About this Opportunity:
As a Premier Technical Account Manager you will serve as the strategic technical partner and primary relationship owner for assigned high-value advisory firms. This role combines deep platform expertise, consultative advisory capability, and portfolio management to ensure clients derive maximum value from Orion's solutions. Senior TAMs handle complex client relationships, elevated service needs, and provide informal mentorship and escalation support. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. Location:It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.In this role, you’ll get to:
- Serve as the primary strategic and technical relationship owner for assigned Premier advisory firms
- Develop deep understanding of each client's business model, operational structure, and strategic goals
- Own ongoing client engagement across onboarding, training, adoption, and lifecycle activities
- Provide consultative guidance on Orion platform capabilities across multiple functional areas
- Anticipate client risks and opportunities by monitoring usage patterns and service trends
- Lead periodic business reviews with clients to assess adoption and satisfaction
- Manage client inquiries and service issues by coordinating cross-functional teams
- Oversee execution of customized workflows aligned to client operating models
- Maintain accurate client documentation including reference guides and service records
- Serve as project lead for client initiatives, coordinating SMEs, Product, and Development teams
- Act as escalation point for complex client situations requiring advanced judgment
- Plan and lead onsite or virtual strategic sessions to strengthen executive relationships
- Has a minimum of an Associate’s degree as preferred
- Has a minimum of three (3) years of experience in client service, customer success, or financial services as required
- Has experience supporting complex advisory firms or high-touch segment
- Has experience as escalation resource or senior IC preferred
- Has strategic client relationship and portfolio management experience
- Has consultative advisory and influence skills
- Has strong analytical reasoning applied to client operations
- Has deep functional understanding of SaaS-based fintech platforms
- Can translate complex technical concepts into business guidance
- Has cross-functional collaboration and project leadership experience
- Has executive-level communication and presentation skills
- Has independent judgment in prioritization and risk assessment skills
- Can mentor peers through influence rather than authority
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Recommended Skills:
Account Management, Business, Business Advising, Consultative Services, Consulting, Customer Relationship Management (CRM), Customer Relationships, Customer Service, Executive Relationships, Presales, Product Knowledge, Project Management, Relationship Management, Software as a Service (SaaS), Solution Architecture, System Administration, Technical Account ManagementSalary Range:
$63,899.00 - $95,151.00The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
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