The Role
Own strategic client accounts in a quota-carrying role, serving as the primary contact for contracts, invoicing, products, training, renewals, and escalations. Build executive and user relationships, develop account growth plans, manage quarterly business reviews, identify upsell and cross-sell opportunities, forecast growth, monitor attrition risks, and coordinate with sales, marketing, product, service, and implementation teams to drive revenue and customer retention.
Summary Generated by Built In
Objectives
- This is a quota carrying role
- Serve as the main point of contact in all matters related to client concerns and needs to include contract, invoicing, product, training
- Build and strengthen client relationships to achieve long-term partnerships and drive revenue generation and growth
- Have a deep understanding of all of the key account attributes, keeping track of any contract updates and renewal dates, open discussions about new products, new business initiatives, their internal staff moves, other technology utilized etc…
- Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are being met
- Develop a thorough understanding of TT products and service offerings to better upsell and cross-sell to clients
Key Responsibilities
- Develop account plans to ensure there is a path and a plan for growth, ensure regular review & execution of those plans
- Establish and maintain deep relationships with the full team from the key executives / decision makers to the team running the business as well as using the product.
- Schedule and manage quarterly business reviews covering current client status, product roadmaps, strategic initiatives of TT as well as further opportunities for partnership with the client.
- Identify upsell, cross-sell, and renewal opportunities and communicate with the sales team regularly
- Cross collaboration with sales, service management, sales specialists, marketing, product and implementation teams
- Annual forecasting of client growth
- Identify risks within the account for any attrition by a regular review of trends within the account
- Meet regularly with other team members to discuss progress and find new ways to improve business
- Handle client requests and address their daily inquiries to include contract & invoicing, product & service, training, additional services and anything else that may come up.
- Serve as an escalation point for issues
Skills, Knowledge and Expertise
Essential Skills & Experience
- 10+ years experience within the OMES financial technology industry
- 7+ years experience managing and growing strategic accounts
- Proven track record of meeting or exceeding quotas and receiving positive customer feedback
- Ability to multitask and juggle several responsibilities simultaneously
- Strong written and verbal communication skills
- Excellent organizational skills and attention to detail
- The ability to articulate the value of execution algos to the end user
- Strong abilities in the following business applications: Salesforce, Microsoft Office Suite, Slack
- Bachelor’s Degree.
Benefits
We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance.
- Health & Financial Security:
- Medical, Dental, and Vision coverage
- Group Life (GTL) and Group Income Protection (GIP) schemes
- Pension contributions
- Time Off & Flexibility:
- Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days. This is a hybrid position requiring three days of in-office collaboration per week, with the flexibility to work remotely for the remaining two days. Our hybrid model is designed to balance individual flexibility with the benefits of in-person collaboration, enhanced team cohesion, spontaneous innovation, hands-on mentorship opportunities and strengthens our company culture.
- 25 days of Paid Time Off (PTO) per year, with the option to roll over unused days.
- One dedicated day per year for volunteering.
- Two professional development days per year to allow uninterrupted professional development.
- An additional PTO day added during milestone anniversary years.
- Robust paid holiday schedule with early dismissal.
- Generous parental leave for all parents (including adoptive parents).
- Work-Life Support & Resources:
- Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.
- Milestone anniversary bonuses.
- Wellness & Lifestyle Perks:
- Subsidy contributions toward gym memberships and health/wellness initiatives (including discounted healthcare premiums, healthy meal delivery programs, or smoking cessation support).
- Our Culture:
- Forward-thinking, culture-based organization with collaborative teams that promote diversity and inclusion.
Trading Technologies (www.tradingtechnologies.com) is a global capital markets platform services company providing market-leading technology for the end-to-end trading operations of Tier 1 banks, brokerages, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. With its roots in listed derivatives, the Software-as-a-Service (SaaS) company delivers “multi-X” solutions, with “X” representing asset classes, functions, workflows, and geographies. This multi-X approach features trade execution services across futures and options, fixed income, foreign exchange (FX), and cryptocurrencies, augmented by solutions for data and analytics, including transaction cost analysis (TCA); quantitative trading; compliance and trade surveillance; clearing and post-trade allocation; and infrastructure services. The award-winning TT platform ecosystem also helps exchanges deliver innovative solutions to their market participants and technology companies to distribute their complementary offerings to Trading Technologies’ clients.
Trading Technologies is backed by leading global investment firms Thoma Bravo, one of the world’s largest and most experienced software investors, and 7Ridge, a global growth equity firm focused on technology-enabled businesses.
This investment supports Trading Technologies’ continued focus on product innovation, platform scalability, and long-term growth for customers and partners worldwide.
Trading Technologies (TT) is an equal-opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. Trading Technologies’ practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex/gender orientation, age, disability, sexual orientation, genetic information, parental status, veteran, or any other protected status. Additionally, TT participates in the E-Verify Program for US offices.
About
Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry. The company’s award-winning TT® platform connects to the world’s major international exchanges and liquidity venues in listed derivatives alongside a growing number of asset classes, including fixed income and cryptocurrencies. The TT platform delivers advanced tools for trade execution and order management, market data solutions, analytics, trade surveillance, risk management, and infrastructure services to the world’s leading sell-side institutions, buy-side firms, and exchanges. The company’s blue-chip client base includes Tier 1 banks as well as brokers, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. These firms rely on the TT ecosystem to manage their end-to-end trading operations. In addition, exchanges utilize TT’s technology to deliver innovative solutions to their market participants. TT also strategically partners with technology companies to make their complementary offerings available to Trading Technologies’ global client base through the TT ecosystem.
Skills Required
- 10+ years of experience in the OMES financial technology industry
- 7+ years of experience managing and growing strategic accounts
- Proven record of meeting or exceeding sales quotas
- Positive customer feedback track record
- Ability to multitask and manage several responsibilities simultaneously
- Strong written and verbal communication skills
- Excellent organizational skills and attention to detail
- Ability to articulate the value of execution algorithms to end users
- Proficiency with Salesforce, Microsoft Office Suite, and Slack
- Bachelor's degree
Trading Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Trading Technologies and has not been reviewed or approved by Trading Technologies.
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Healthcare Strength — Health coverage is described as competitive, with multiple plan options, discounted premiums, and wellness initiatives such as gym subsidies and healthy meal programs.
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Leave & Time Off Breadth — Paid time off is portrayed as generous, combining substantial PTO, paid holidays, flexible schedules, and added allowances like training days and volunteer time.
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Parental & Family Support — Family supports include generous parental leave for primary caregivers, backup care for children, adults, and pets, adoption assistance, and dedicated spaces for new mothers.
Trading Technologies Insights
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The Company
What We Do
Trading Technologies creates professional trading software, infrastructure and data solutions for a wide variety of users. Be aware of fraudulent job postings: It has come to our attention that individuals pretending to represent Trading Technologies are posting fake job ads on LinkedIn and possibly other job boards. These individuals conduct candidate interviews via Skype and extend offers, likely with the intent to collect personal information such as banking information, social security number or date of birth. They use a Gmail email address that is not affiliated with Trading Technologies. Only emails using a tradingtechnologies.com or trade.tt email address are authentic. Although we use third party recruiting agencies on a case-by-case basis, all candidates speak with a staff member who has a valid company email address before any offers are extended or personal information collected. Our open positions are posted on BuiltIn and on the Careers page of our website.
Why Work With Us
Cited by Crain's and Built In Chicago as one of Chicago’s best places to work, Trading Technologies is a pioneering financial technology firm that constantly pushes boundaries in the trading industry. TT is a highly collaborative and culture-first organization that fosters an environment of creativity and camaraderie to achieve results.
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