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Trillium Surveyor · 5 months ago

Lead Technical Account Manager

New York, NY

Full-time

Onsite

Senior Level

$110K/yr - $150K/yr

5+ years exp

Trillium Surveyor provides powerful solutions for trade surveillance and best execution, leveraging patented technology and comprehensive market data. They are seeking a Lead Technical Account Manager to build strategic client relationships, manage integrations, and drive engagement with the Surveyor platform, ensuring client success and operational efficiency.

Financial Services

Responsibilities

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

Attain expert-level proficiency in the full Surveyor ecosystem—including front-end tools, trade surveillance filters, and underlying systems architecture

Own and improve onboarding protocols and documentation to boost operational efficiency and client experience

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

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

Train new clients and internal stakeholders on platform capabilities and data workflows

Support strategic initiatives for pre-sales and post-sales processes, acting as a bridge between sales, product, and engineering

Work closely with Sales to accelerate pipeline velocity and expand business opportunities

Qualification

Technical Account ManagementMarket Data AnalysisFinancial Market MicrostructureData Integration OversightAgile MethodologiesJira CloudConfluenceExcel for Data AnalysisCross-Functional LeadershipClient Success FocusCommunication ExcellenceContinuous Learning

Required

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

Proven expertise in financial market microstructure, venue behavior, data formats (e.g. FIX, ITCH), order lifecycle management, and market data analysis across asset classes

Demonstrated ability to lead cross-functional projects with distributed teams and stakeholders

Bachelor's degree in Finance, Computer Science, Data Analytics, or a related field

Strong verbal and written communication with ability to translate technical concepts to business stakeholders

Familiarity with software development lifecycles and Agile methodologies

Hands-on experience with Jira Cloud, Confluence, and advanced use of Excel for data analysis and reporting

Preferred

Understanding of trading systems, market microstructure, and regulatory technology requirements at the individual message level

Proven track record of driving client adoption and expansion through technical excellence and relationship management

Experience managing complex technical implementations across sales, product, and engineering teams

Self-directed learner who's not afraid to ask questions, challenge assumptions, and explore new ideas

Comfortable working across technical and business teams, fostering collaboration and continuous improvement while maintaining focus on measurable outcomes