Careers at Vertalo / Technical Customer Success Manager (TCSM)

Austin, TX 78759
SeriesX.net, working for Vertalo, Inc.

This is a fully in-office position. We believe that in-person collaboration in a fast-paced start-up environment is essential for success. Please note, you must live in Austin or be willing to relocate for consideration of this position. Remote positions not available at this time.

Who are we looking for?

Vertalo is looking for an experienced Technical Customer Success Manager that has worked with implementing and supporting technical solutions for Enterprise level clients. The ideal candidate demonstrates a strong understanding of APIs and general database architectures. You are intellectually curious, comfortable working in a fast-moving, technical environment and industry, and are adept at working cross-functionally in a team-based account management style organization. 

Job Summary

The role of a Technical Customer Success Manager (TCSM) involves executing technical implementation, providing post-implementation technical service/support, and training to a portfolio of clients. As a critical member of the client’s account team, the TCSM will identify and implement key objectives and strategies that bring value to clients, promote adoption, and boost customer satisfaction and loyalty.

Primary Responsibilities

• Develop a deep understanding of Vertalo’s technology offerings and the digital assets and securities sector.
• Oversee a portfolio of enterprise accounts, serving as the technical expert and primary contact for success and support.
• Collaborate with client’s tech teams, providing training and consultation on Vertalo’s APIs for successful implementation aligned with client’s goals.
• Work with internal project and organizational teams, sharing updates on implementation/configuration status and project timelines.
• Identify, solve, and report on solution status, risks, and issues to clients and project leadership.
• Drive service adoption and expansion using proactive engagement strategies.
• Advocate and document customer’s use case, architecture and roadmap.
• Track and proactively address customer goals and challenges throughout the Customer Lifecycle.
• Represent clients as their champion and advocate, communicating customer use cases and requirements to internal stakeholders. 
  
  

Minimum Requirements (Must Haves)

• Bachelor’s Degree or equivalent experience.
• 2+ years of experience in Technical Customer Success, Account Management, Solutions Engineering, Support or a similar client-facing role requiring complex technical and domain knowledge.
• Experience with APIs in a technical capacity, especially in supporting API-based implementations and post-implementation technical support in enterprise settings.
• Ability to effectively articulate complex technical and functional concepts.
• Intellectually curious and adept at problem solving. 
• Enthusiasm for being part of technological transformation in an established industry.
• Ability to create structure in ambiguous situations and to succeed without the need for rigid structures and processes. 
• Ability to quickly comprehend customers’ business and technical environments.

Preferred Qualifications (Big Pluses)

• Degree or experience in Capital Markets, Finance, Securities, Private Equity, Wealth/Asset Management or other Financial Services.
• Experience with GraphQL, SQL, Python, Java or other coding languages relevant to databases.
• Experience with API-based platform implementation and service.
• Series 7 and/or Series 66 securities licenses (active status of license is not required) a bonus.

Apply Now