The Role
Manages strategic enterprise accounts across banking, BFSI, fintech, and B2B SaaS. Serves as the post-sales technical and functional contact, supports onboarding, integrations, troubleshooting, escalations, delivery coordination, product adoption, renewals, retention, and account expansion. Collaborates with Sales, Product, Engineering, Implementation, Support, and Compliance teams while monitoring account health, preparing reviews and reports, and driving customer value realization.
Summary Generated by Built In
Technical Account Manager – Enterprise Accounts
Department: Customer Success / Account Management
Experience: 2–3 years
Employment Type: Full-Time
Industry: Banking | BFSI | Fintech | B2B SaaS
About the RoleWe are looking for a customer-focused and technically strong Technical Account Manager to manage and grow strategic enterprise client relationships across the Banking, BFSI, Fintech, and B2B SaaS ecosystem.
This role sits at the intersection of account management, technical solutioning, delivery coordination, customer success, and commercial growth.
The ideal candidate will act as a trusted advisor to enterprise customers, ensuring successful product adoption, smooth post-sales engagement, effective issue resolution, and identification of expansion opportunities. The role will involve close collaboration with Sales, Product, Implementation, Support, Engineering, and Customer Success teams.
Key ResponsibilitiesAccount Ownership & Relationship Management- Own and manage a portfolio of strategic enterprise accounts.
- Build strong relationships with business, operations, product, and technology stakeholders.
- Act as the primary point of contact for post-sales technical and functional engagement.
- Conduct regular governance calls, service reviews, and business reviews with customers.
- Develop a strong understanding of customer objectives, challenges, and evolving requirements.
- Understand customer workflows, use cases, integrations, and business objectives to drive effective product adoption.
- Translate customer requirements into actionable technical and operational plans in collaboration with internal teams.
- Advise customers on best practices for implementation, configuration, integration, and product usage.
- Support customers in troubleshooting technical issues and coordinate with Product and Engineering teams for resolution.
- Participate in discussions related to APIs, platforms, workflows, and integrations.
- Partner with Implementation, Support, Product, and Engineering teams to ensure smooth onboarding and ongoing delivery.
- Track open issues, risks, dependencies, and customer commitments.
- Proactively communicate updates and manage customer expectations.
- Handle escalations effectively and drive timely resolution within agreed SLAs.
- Ensure commitments made to customers are tracked and fulfilled through structured follow-ups.
- Identify upsell, cross-sell, and expansion opportunities within existing accounts.
- Partner with Sales and leadership teams on renewal planning, account growth, and retention strategies.
- Support proposals, change requests, solution enhancements, and commercial discussions.
- Identify opportunities to increase product adoption and wallet share within strategic accounts.
- Monitor account health, product adoption, usage trends, and customer satisfaction indicators.
- Help customers realize measurable business outcomes through deeper product adoption and process improvements.
- Identify potential risks to customer retention and proactively work towards resolution.
- Align product capabilities with evolving customer business requirements.
- Maintain accurate account updates, meeting notes, risk logs, and opportunity tracking in CRM and other relevant tools.
- Work closely with Sales, Product, Operations, Support, Compliance, and Engineering teams.
- Prepare account plans, QBRs, dashboards, and executive summaries for internal and external stakeholders.
- Share customer feedback and insights with Product and Engineering teams to support continuous improvement.
- Bachelor’s degree in Engineering, Technology, Business, or a related field.
- 2–3 years of experience in Technical Account Management, Enterprise Account Management, Solutions, Customer Success, Implementation, or a similar client-facing role.
- Experience working with customers in Banking, BFSI, Fintech, B2B SaaS, Payments, Lending, Compliance, or Digital Platforms.
- Strong understanding of enterprise customer management and the post-sales lifecycle.
- Experience working with both business and technical stakeholders.
- Strong communication, presentation, and stakeholder management skills.
- Ability to understand technical concepts and explain them clearly to non-technical stakeholders.
- Experience managing customer escalations, delivery coordination, and problem resolution.
- Strong ownership and ability to manage multiple accounts and priorities independently.
- Experience working with APIs, integrations, SaaS platforms, workflow products, digital onboarding, payments, lending, fraud, risk, or compliance solutions.
- Understanding of Banking/BFSI workflows such as onboarding, KYC, lending, collections, payments, servicing, fraud, or compliance.
- Familiarity with CRM and ticketing tools such as Salesforce, HubSpot, Zoho, Jira, or Freshdesk.
- Experience supporting renewals, expansions, upsell/cross-sell, and strategic account growth.
- Experience working with Product and Engineering teams to address customer requirements and influence product improvements.
- Technical Account Management
- Strategic Account Management
- Enterprise Client Management
- Banking / BFSI / Fintech Domain Knowledge
- B2B SaaS
- API & Integration Understanding
- Stakeholder Management
- Escalation Management
- Customer Success
- Renewal & Retention
- Upselling & Cross-selling
- Solution Enablement
- Delivery Governance
- Cross-functional Collaboration
- Problem Solving
- Executive Communication
- Customer retention and renewal rate
- Account growth and expansion revenue
- Product adoption and usage
- SLA adherence and escalation resolution timelines
- Customer satisfaction and relationship health
- Implementation and delivery success
- Reduction in open issues and resolution TAT
- Identification and conversion of expansion opportunities
The ideal candidate will bring a combination of:
- The relationship-building skills of an Account Manager
- The technical understanding of a Solutions/Implementation professional
- The customer ownership mindset of a Customer Success professional
- The commercial awareness of a Sales professional
- Work with strategic Banking, BFSI, and Fintech clients.
- Gain exposure to enterprise SaaS and digital transformation in regulated industries.
- Collaborate closely with Sales, Product, Engineering, and Delivery teams.
- Take ownership of high-impact enterprise relationships and customer outcomes.
- Build expertise across technical solutioning, customer success, and account growth.
Skills Required
- Bachelor's degree in Engineering, Technology, Business, or a related field.
- 2-3 years of experience in Technical Account Management, Enterprise Account Management, Solutions, Customer Success, Implementation, or a similar client-facing role.
- Experience working with customers in Banking, BFSI, Fintech, B2B SaaS, Payments, Lending, Compliance, or Digital Platforms.
- Strong understanding of enterprise customer management and the post-sales lifecycle.
- Experience working with both business and technical stakeholders.
- Strong communication, presentation, and stakeholder management skills.
- Ability to understand technical concepts and explain them clearly to non-technical stakeholders.
- Experience managing customer escalations, delivery coordination, and problem resolution.
- Strong ownership and ability to manage multiple accounts and priorities independently.
- Experience working with APIs, integrations, SaaS platforms, workflow products, digital onboarding, payments, lending, fraud, risk, or compliance solutions.
- Understanding of Banking/BFSI workflows such as onboarding, KYC, lending, collections, payments, servicing, fraud, or compliance.
- Familiarity with CRM and ticketing tools such as Salesforce, HubSpot, Zoho, Jira, or Freshdesk.
- Experience supporting renewals, expansions, upsell/cross-sell, and strategic account growth.
- Experience working with Product and Engineering teams to address customer requirements and influence product improvements.
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The Company
What We Do
Signzy is a market-leading platform that is redefining the speed, accuracy, and experience of how financial institutions are onboarding customers and businesses - using the digital medium. The company’s award-winning no-code GO platform delivers seamless, end-to-end, and multi-channel onboarding journeys while offering totally customizable workflows. It gives these players access to an aggregated marketplace of 240+ bespoke APIs that can be easily added to any workflow with simple widgets. Signzy is enabling 10 million+ end customer and business onboardings every month at a success rate of 99% while reducing the speed to market from 6 months to 3-4 weeks. It works with over 240+ FIs globally including the 4 largest banks in India, a Top 3 acquiring Bank in the US, and has a strong global partnership with Mastercard and Microsoft. The company’s product team is based out of Bengaluru and it has a strong presence in Mumbai, New York, and Dubai.
