The Role

We are seeking a Lead Technical Account Manager with deep market data expertise and a passion for client success. In this pivotal role, you’ll be responsible for building strategic relationships with clients, managing complex integrations, and leading cross-functional initiatives to ensure seamless adoption and engagement with the Surveyor platform. As a trusted advisor, you’ll spearhead technical engagements and serve as the primary conduit between our customers and internal teams, helping us maintain our position as the premier trade surveillance solution.

What You’ll Do

• Client Onboarding & Relationship Management: Lead and oversee 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 client-focused technical leader who excels at translating complex financial market concepts into actionable business solutions. You understand that serving institutional clients requires a unique blend of technical depth, business acumen, and relationship management skills. As a trusted advisor, you know how to balance technical precision with the practical needs of trading operations and compliance teams.
You stay current with evolving market structure and regulatory requirements, not just as an academic exercise, but with a keen eye toward how these changes impact our clients' surveillance needs. You're constantly evaluating how our platform capabilities can be optimized to address emerging market behaviors and regulatory challenges.
Your approach combines startup agility with enterprise reliability. You're comfortable navigating ambiguous client requirements while maintaining the precision that financial services clients demand. You excel at building long-term strategic relationships.

You'll Be a Great Fit If You Have

• Experience: 5+ years in technical account management or financial market roles, ideally in trade surveillance, market operations, or electronic trading support
• 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 classes
• 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

• Deep Market Knowledge: Understanding of trading systems, market microstructure, and regulatory technology requirements at the individual message level
• Client Success Focus: Proven track record of driving client adoption and expansion through technical excellence and relationship management
• Cross-Functional Leadership: Experience managing complex technical implementations across sales, product, and engineering teams
• Continuous Learning: Self-directed learner who's not afraid to ask questions, challenge assumptions, and explore new ideas
• Results-Driven Mindset: Comfortable working across technical and business teams, fostering collaboration and continuous improvement while maintaining focus on measurable outcomes

Location: This is a hybrid-role based in Midtown, NYC, with flexibility for domestic and international travel

Compensation and Perks

• The reasonably estimated salary for this role is $110,000 – $130,000 + Additional Bonus if applicable. Actual compensation is based on a number of factors including but not limited to the candidate's skills, qualifications, and experience. 
• Complimentary breakfast on Tuesdays and lunch on Wednesdays and Thursdays. 
• Trillium Surveyors offers a wide range of best in class, comprehensive and inclusive employee benefits and perks including PTO, medical and dental insurance, 401(K) matching, parental leave, pre-tax commuter benefits, and catered lunches.