Technical Account Manager

About this role

<h3><strong>Technical Account Manager, Platform Migration </strong></h3> <h2><strong>About the Role</strong></h2> <p>We’re seeking customer-centric Technical Account Managers to lead strategic customer transitions onto our next-generation Mesh platform. In this role, you’ll own a portfolio of high-value, high-complexity customers through migration and long-term platform adoption, acting as a trusted technical advisor during a critical transformation period.</p> <p>You’ll work directly with customer technical and operational teams to remove migration blockers, optimize integrations, and ensure successful adoption of our modern compliance platform. This role combines hands-on technical problem solving with strategic customer ownership, making it ideal for individuals who enjoy working at the intersection of technology, delivery, and customer success.</p> <p>This role is initially aligned to a strategic platform migration initiative over the next 12–18 months, with a clear long-term path within Technical Account Management and Customer Experience as customer ownership expands beyond migration delivery.</p> <p>This role reports into our Professional Services organization and is part of our Technical Account Management team.</p> <p><strong>What You'll Do</strong></p> <h2><strong>Customer Ownership & Technical Advisory</strong></h2> <ul> <li>Own a portfolio of strategic customer relationships through migration and post-migration adoption</li> <li>Serve as the primary technical advisor for customers adopting the Mesh platform</li> <li>Drive technical health, adoption, and platform optimization following migration completion</li> <li>Conduct technical discovery sessions to understand customer architectures, operational workflows, and migration blockers</li> <li>Partner closely with customer engineering, operations, and compliance teams to deliver successful technical outcomes</li> <li>Act as the technical liaison between customers and internal Product, Engineering, and Customer teams</li> <li>Build trusted relationships with customer stakeholders by providing pragmatic, solution-oriented guidance throughout the migration journey</li> </ul> <h2><strong>Platform Migration & Technical Execution</strong></h2> <ul> <li>Lead end-to-end technical migrations from legacy products to our modern Mesh platform</li> <li>Develop script-based workarounds and lightweight integration logic to bridge gaps between customer systems and our APIs</li> <li>Troubleshoot technical integration, configuration, and adoption challenges across complex customer environments</li> <li>Work closely with customer engineering teams to minimize disruption and optimize implementation timelines</li> <li>Document migration patterns, reusable tooling, and scalable delivery processes to accelerate future platform transitions</li> <li>Provide hands-on technical support during migration planning, execution, and post-migration validation</li> <li>Support data mapping, transformation, and workflow modernization activities during platform transitions</li> </ul> <p>Success in this role is measured not only by successful migration execution, but by long-term customer adoption, technical health, and platform value realization.</p> <p><strong>What You Bring</strong></p> <h2><strong>Required</strong></h2> <ul> <li>3+ years in a customer-facing technical role such as Technical Account Manager, Solutions Engineer, Implementation Engineer, Technical Consultant, or similar</li> <li>Experience working with APIs, integrations, and modern SaaS platforms</li> <li>Scripting experience in Python, JavaScript, or similar languages</li> <li>Experience supporting data migrations, platform transitions, or systems integration projects</li> <li>Ability to troubleshoot API workflows, JSON/XML payloads, and technical configuration issues</li> <li>Familiarity with automation tooling and AI-assisted workflows, including practical exposure to LLM-enabled systems</li> <li>Strong problem-solving skills with a pragmatic, customer-first mindset</li> <li>Excellent communication skills with the ability to explain complex technical concepts to technical and non-technical audiences</li> <li>Comfortable operating autonomously in fast-moving environments with evolving requirements</li> </ul> <h2><strong>Highly Valued</strong></h2> <ul> <li>Experience in RegTech, FinTech, or compliance technology environments</li> <li>Familiarity with transaction monitoring, customer screening, or identity verification workflows</li> <li>Experience supporting SaaS modernization or legacy platform migration initiatives</li> <li>Data transformation or workflow automation experience</li> <li>Prior experience in Technical Account Management, Professional Services, or customer-facing technical consulting roles</li> </ul> <p><strong>Why This Role Matters</strong></p> <p>This role is part of a high-visibility strategic initiative that directly supports our platform transformation and long-term growth strategy. You’ll play a critical role in helping customers modernize their compliance operations while shaping how we scale platform migrations across the business.</p> <p>In this role, you’ll:</p> <ul> <li>Work on a high-impact, executive-sponsored strategic…