Technical Account Manager

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London, England
In-Office
Fintech
The Role
Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com

Job Description

We are seeking a skilled Technical Account Manager to join our team in London, United Kingdom. In this role, you will oversee and address our partners’ and customers’ technical needs. This role works with Jet, BI and other products. You will serve as the primary technical liaison between our organisation and our Partners to support their customers within EMEA, delivering a successful technical strategy, guidance, training, and platform expertise.

ESSENTIAL FUNCTIONS

  • Train partners to use, sell and implement Jet, BI and other planning solutions effectively, develop and maintain partner technical readiness including training, platform, and product awareness.
  • Support pre-sales activities by providing technical leadership, liaise with the sales department to win new business and increase sales.
  • Serve as the technical contact of Jet and planning solutions for the assigned EMEA Partners. Advising them and their customers on the application, implementation, and optimization of products, guiding them through technical and architectural issues for complex environments.
  • Resolve technical support requests and escalations from partners and customers, while analysing customers’ needs and suggesting upgrades or additional features to meet their requirements.
  • Answer questions and provide guidance regarding products, platform and technology including Jet and other products, SQL Server, data from predominantly Microsoft Dynamics ERP solutions or financials and visualisation tools such as Power BI.
  • Address all product-related queries on time, support partner recruitment efforts through education, showcasing how new and existing features can enhance the customers’ business processes.
  • Develop support methods and procedures to facilitate second level support including training on ticket creation and other processes and procedures to provide world-class support for our strategic partners and their customers.
  • Provide developers with partners and customers’ feedback to help identify potential new features or products, report on product performance while identifying solutions to reduce support costs.
  • Attend both internal and external training events to maintain up-to-date technical skills on products and platforms.
  • Provide consulting sessions for Partner events (presenting), analyse business, technical and functional requirements and create a corresponding solution design.
  • Learn new products as and when required to support the business. Understanding Power BI or similar solutions and experienced in business intelligence and understanding of data modelling

Qualifications

  • The list of qualifications includes the minimum qualifications necessary for any new employee for this position, such as specific prior work experience, certifications/licenses, technical knowledge of software, machinery, and/or tools.
  • Solid technical background with hands on experience in digital technologies including Microsoft Dynamics ERP or financials, SQL and Power BI
  • Bachelor’s degree in computer science or related field preferred or strong technical experience
  • Proven work experience as a Technical Account Manager or an equivalent role, ability to solve complex integration and product questions and coordinate resolutions, including technical troubleshooting of customer issues
  • Exceptional initiative and follow-through skills with an ability to gasp customers’ needs and suggest timely solutions
  • Results-driven and aspiration to achieve specific goals
  • Ability to effectively and appropriately interact with co-workers at a variety of levels, across many disciplines
  • Effective problem-solving skills required
  • A demonstrated track record of gaining trust and respect by consistently demonstrating sound critical thinking skills
  • Exceptional written and verbal communication skills with the ability to communicate with all levels of employees
  • Highly organised with a keen sense of attention to detail

Additional Information

All your information will be kept confidential according to EEO guidelines.

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

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The Company
Raleigh, NC
781 Employees
Year Founded: 1993

What We Do

Reach a higher level of financial intelligence with finance-owned solutions that enable fast, accurate reporting, forecasting, planning, and close directly from your core financial systems. insightsoftware enables the office of the CFO to connect to and make sense of enterprise data that is currently spread across a range of point solutions, adding context and building confidence and trust in that data so they can achieve a greater level of financial intelligence across their organization, which is how best-in-class finance teams operate.

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