About The Role

The Technical Account Manager (TAM) is responsible for end-to-end technical delivery, product deployment, integrations, troubleshooting, and managing customer relationships. Acting as a trusted technical advisor, the TAM ensures successful product adoption, smooth implementation, and effective customer support.

The role also focuses on driving customer success, maximizing product value, identifying account growth opportunities, and enabling AI-driven transformation to improve business outcomes, increase AI adoption, and unlock opportunities for AUM growth.

What You Will Do

Product Deployment & Technical Implementation

• Own end-to-end product deployment, including setup, configuration, fine-tuning, testing, and go-live.
• Drive sensor and hardware rollouts, including integrations with customer systems and third-party applications.
• Ensure successful deployment and operational readiness of the product.
• Coordinate with internal product and engineering teams to resolve implementation challenges.

Technical Account Management & Customer Support

• Own technical relationships with assigned customers and act as their trusted technical advisor.
• Understand customer requirements, provide technical guidance, and conduct regular customer reviews.
• Answer technical questions and independently troubleshoot product, configuration, and integration issues using established SOPs, targeting approximately 20% independent resolution of applicable issues.
• Manage technical escalations, document issues, and recommend preventive solutions to recurring problems.

Project Management & Customer Value Realization

• Manage customer implementation projects, including planning, milestones, timelines, and deliverables.
• Coordinate customer and internal stakeholders to ensure successful and timely project execution.
• Help customers measure and report outcomes, customer success, governance progress, ROI, and value realization.
• Track product adoption, utilization, business impact, and prepare executive-level reports and presentations.

Account Growth & Business Expansion

• Identify opportunities to increase product adoption and expand existing customer accounts.
• Identify upselling and cross-selling opportunities across products, modules, sensors, and integrations.
• Understand evolving customer requirements and recommend relevant solutions to address business needs.
• Collaborate with sales and account management teams to convert opportunities into account growth.

AI Adoption & Customer Transformation

• Understand customer business processes and identify opportunities for AI-driven transformation.
• Recommend AI use cases to improve productivity, automation, operational efficiency, and decision-making.
• Drive increased AI adoption across customer teams and business functions.
• Identify opportunities where AI can unlock new business value, increase AUM, improve portfolio performance, and support business growth.

What We Are Looking For

Required Qualifications

• 3-6 Experience in Technical Account Management, Technical Support, Product Implementation, or Customer Success roles.
• Hands-on experience in software deployment, product configuration, troubleshooting, and system integrations.
• Working knowledge of sensors, APIs, hardware, and software integrations.
• Experience in managing technical projects and coordinating with cross-functional teams.
• Strong customer relationship management, communication, and stakeholder engagement skills.
• Ability to translate complex technical concepts into clear business solutions and communicate with senior stakeholders.
• Strong analytical, problem-solving, documentation, and reporting skills.
• Basic understanding of AI, automation, and digital transformation technologies.
• Commercial acumen with the ability to identify customer needs, upselling opportunities, and account growth potential.

Nice To Have

• Experience working with SaaS platforms, enterprise software, and financial services or wealth management solutions.
• Familiarity with cloud technologies, APIs, IoT devices, sensor-based solutions, and third-party integrations.
• Exposure to AI/ML solutions, automation tools, and implementing AI-driven business use cases.
• Experience in managing enterprise customer accounts, driving product adoption, demonstrating ROI, and identifying upselling or business expansion opportunities.

Important Logistical Note

Candidates must possess active, valid US work authorization. Quilr is currently unable to provide visa sponsorship.