TECHNOLOGY PARTNER SUCCESS MANAGER
OVERVIEW
A growing financial technology organization is seeking a Technology Partner Success Manager to serve as the primary technology relationship owner for a portfolio of independent financial services firms. This individual will act as a trusted advisor, helping clients maximize the value of the firm's technology ecosystem while driving adoption, engagement, and operational efficiency.
This role combines client success, technology consulting, relationship management, and strategic planning. The ideal candidate is comfortable working with executive stakeholders, translating technical concepts into business value, and partnering cross-functionally to influence product enhancements and client outcomes.
KEY RESPONSIBILITIES
• Serve as the primary technology point of contact for a portfolio of client firms
• Develop trusted relationships with executives and key stakeholders across operations, compliance, and leadership teams
• Understand each firm's business goals, workflows, and technology challenges
• Conduct recurring business reviews focused on platform utilization, adoption, and strategic initiatives
• Provide recommendations that help clients maximize value from technology investments
• Drive adoption and utilization of technology platforms and integrated solutions
• Identify usage gaps and develop action plans to increase engagement
• Lead onboarding activities, training sessions, and best-practice discussions
• Create documentation, user guides, and educational materials
• Translate client business objectives into actionable technology recommendations
• Help clients optimize workflows, processes, and operational efficiencies
• Analyze platform usage, trends, and feedback to identify opportunities for improvement
• Serve as a consultant who can communicate both technical capabilities and business outcomes
• Partner with Product, Engineering, Operations, Compliance, Marketing, and other internal teams
• Advocate for client needs and provide feedback to support future enhancements and roadmap decisions
• Coordinate issue resolution and ensure timely follow-up on client requests
• Participate in projects designed to improve client experience and overall service delivery
• Informally mentor junior team members and share best practices
• Contribute to the development of processes, tools, and client engagement strategies
• Support a collaborative, team-focused environment centered on continuous improvement
QUALIFICATIONS
• 5+ years of experience in Customer Success, Client Success, Relationship Management, Strategic Account Management, Technology Consulting, or Implementation Consulting
• Experience working within Financial Services, FinTech, Wealth Management, Banking, SaaS, or a related industry preferred
• Demonstrated success managing client relationships and driving technology adoption
• Experience presenting recommendations, insights, and business reviews to leadership stakeholders
• Strong communication, presentation, and problem-solving skills
• Ability to translate technical concepts into clear business value
• Experience with CRM, reporting, workflow, or financial services technology platforms preferred
• Proficiency with Microsoft Office applications, including Excel
• Bachelor's degree or equivalent professional experience
By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.
