Senior Technical Account Manager

Lead Bank

$165K — $190K *
US-AnywhereRemote in United States
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of hands-on solution architecture, data integration, and partner delivery experience
  • Strong ability to visualize and document client product structures against internal data models
  • Expert knowledge of SFTP, APIs, and standards like HTTP, REST, SOAP, and OAuth
  • Proven track record of effectively presenting technical solutions to diverse stakeholders
  • Experience managing complex projects with multiple requirements
  • Outstanding communication and problem-solving skills with a customer-focused approach
  • Knowledge of fintech ecosystem and relevant trends in legal, compliance, and risk management

Responsibilities

  • Understand and align with the partner's business goals and product structure
  • Lead technical implementations for new partners as the main technical contact
  • Collaborate with internal teams including product, engineering, and compliance on partner onboarding tasks
  • Define and optimize internal processes for streamlining partner onboarding
  • Create product examples and documentation for internal and external purposes
  • Manage multiple engagements simultaneously
  • Handle escalations and implementations while monitoring project quality and performance
  • Communicate product development roadmaps and set expectations with partners
  • Contribute to building the function’s culture, processes, and identity from the ground up

Benefits

  • Supportive company culture fostering work-life balance
  • Competitive compensation with equity grant opportunities
  • Comprehensive medical, dental, vision, and wellness benefits
  • Paid parental leave for family support
  • Flexible vacation policy with paid time off and holidays
  • Dynamic team environment with opportunities for career growth
Full Job Description
Role Description:

We are hiring a Senior Technical Account Manager to support partner onboarding to our Banking as a Service platform. This key role will be focused on delivering an implementation experience from contract signature to go-live. You will provide guidance and solutions for our partner's data integration and ongoing integration support.

You will be integral to building out the foundation for a high-impact function at Lead. This position requires technical and interpersonal skills and the ability to form strong partnerships with internal and external stakeholders. You will be a key partner to prospects and partners who are looking to integrate with Lead to use our banking-as-a-service products. We expect you to be an expert in understanding partner use cases, pain points, and challenges, and will heavily influence our ability to acquire and expand strategic partners. The ideal candidate has prior experience managing partner integrations in a fast-paced working environment.

In this role you will:

  • Deeply understand the partner's business goals and product structure
  • Lead technical implementations of new partners and serve as the key technical contact as they integrate with Lead.
  • Partner with product/engineering, program management, legal/compliance/risk, accounting, and other teams for tasks related to partner onboarding
  • Define internal processes to streamline partner onboarding
  • Build product examples, documentation, and other critical resources in order for external and internal parties to operate more effectively and efficiently.
  • Successfully manage a number of engagements concurrently
  • Effectively manage escalations, scope change, and implementation of projects or programs including monitoring project quality, timeline, risk, and performance
  • Inform partners of our product development roadmap with concrete examples, while setting appropriate expectations
  • Be an integral part of building out this function from 0 to 1 defining culture, processes, and identity.
  • Perform all other duties as assigned.


Qualifications:

  • 5+ years of hands-on solution architecture, data integration, partner delivery experience
  • Ability to understand, visualize, and document the client's product construct and how they map to our internal data models used for processing cards, transactions, and loans.
  • Excellent knowledge of SFTP, APIs, and related standards such as HTTP, REST, SOAP, and OAuth
  • Proven ability to present technical solutions effectively to diverse stakeholder groups
  • Experience managing projects with multiple requirements and agendas while maintaining holistic plans and driving to agreed upon schedule
  • Outstanding communication and problem-solving skills, customer focus, and results orientation
  • Knowledge of financial services and the fintech ecosystem and desire to learn changing trends across, especially as it relates to legal, compliance, underwriting, and risk management.


What we offer:

  • At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life
  • Competitive compensation, including opportunities for equity grants, based on experience, geographic location, and role
  • Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA
  • Paid parental leave
  • Flexible vacation policy, including PTO and paid holidays
  • A fun and challenging team environment in a dynamic industry with ample opportunities for career growth


Our compensation reflects the cost of labor across several US geographic markets. Pay is based on a number of factors and may vary depending on geographical market location, job-related knowledge, skills, and experience. These ranges may be modified in the future.

Zone 1: $ 165,000 - $ 190,000 (SF/Bay Area, NYC, Seattle)

Zone 2: $ 143,670 - $ 165,220 (Los Angeles, Chicago, Austin, Denver, Boston, Washington DC, San Diego, Philadelphia, Portland, Sacramento, Miami)

Zone 3: $ 124,800 $ 143,550 (Other US Metros)

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