Technical Account Manager, Success Advisory - New York or Toronto
Core
Partner with strategic clients to unlock platform value, acting as a trusted advisor on technical topics and AI-assisted advisory.
Role type
Senior Technical Account Manager (Success Advisory)
Builds
AI-augmented delivery modules, repeatable success plans, and deeper client insights via workspace audits.
Domain
SaaS / Business Planning / Financial Performance Management
Deliverable
client delivery
Required skills
Technical advisory, multidimensional modeling, project leadership, client management, AI tool usage, solution design
Preferred skills
EPM modeling, finance processes (SPM, supply chain), data analysis (SQL, APIs), AI/vibe coding, data architecture
Responsibilities
Act as trusted advisor on technical topics and multidimensionality; Partner with Customer Success to build client roadmaps; Run and industrialize workspace audits with AI; Build and enrich Success Plan offerings; Collaborate with Product & R&D on platform enhancements
Seniority
Senior, hands-on IC