Technical Account Manager
Core
Act as a trusted advisor to client Finance Directors and SMEs to drive business outcomes (e.g., DSO reduction, increased auto-match rates) using an Agentic AI platform that integrates 180+ AI agents for end-to-end finance processes.
Role type
Senior Technical Account Manager (Autonomous Finance)
Builds
Client adoption of an Agentic AI platform for Order-to-Cash, Close & Reconciliation, Consolidation & Reporting, Accounts Payable, B2B Payments, and Treasury.
Domain
FinTech / Autonomous Finance / AI Agents
Deliverable
client delivery
Required skills
data analysis, process optimization, change management, stakeholder management, roadmap alignment, escalation resolution, business acumen, solution design, executive readiness, war room leadership
Preferred skills
experience with Industrial Engineering, Computer Science, Data Science, or MIS
Technologies
Agentic AI platform, 180+ AI agents
Responsibilities
Conduct deep-dive audits of client finance workflows to identify friction points; Design and execute playbooks to drive user engagement; Lead monthly operational committee meetings with client SMEs; Manage executive readiness for Steering Committees; Stack-rank client requests to focus on high-impact changes; Orchestrate internal resources across Product, Engineering, and Consulting to solve escalations; Lead task forces for critical issues and own resolution timelines.
Seniority
Mid-Senior, hands-on IC with client management