Technical Success Manager - Dallas
CG InfinityDallas, TX, United States3 hours ago
Job type
- Full-time
Job description5-8+ years in a customer-facing technical role (Technical Success Manager, Customer Success, Technical Account Manager, Solutions Engineer, etc.). Strong experience in the financial domain (banking, capital markets, payments, lending, risk, compliance, or fintech). Proven experience leading or managing a small team. Track record of growing accounts (renewals, expansions, revenue targets). Excellent communication skills; able to explain technical topics in simple business language. Strong problem-solving and analytical skills; comfortable working with data and dashboards. Must be based in Dallas or willing to relocate and work in person in the office every business day. Experience with APIs, integrations, data pipelines, or cloud platforms. Familiarity with CRM and customer success tools (e.g., Salesforce, Gainsight, HubSpot). High-impact role owning strategic financial accounts. Opportunity to lead a team and influence product direction. Close partnership with Sales, Product, and Engineering. Career growth in a fast-paced, customer-focused environment.
Technical Success Manager - Financial Services
Dallas, TX | Full-time | On-site (in office Monday-Friday)
About the Role
We are hiring a Technical Success Manager in Dallas to own the technical relationship with our financial-services customers. You will blend technical know-how, business mindset, and leadership skills to help customers succeed and to grow our business.
What You'll Do
- Serve as the main technical contact for key financial customers (banks, fintechs, insurance, etc.).
- Build strong relationships with customer stakeholders and become a trusted advisor.
- Understand customer goals and design success plans to drive product adoption and value.
- Lead and mentor a small team supporting your customer accounts.
- Work with Product, Engineering, and Support to solve complex technical issues.
- Analyze product usage to spot risks and new growth opportunities (upsell / cross-sell).
- Run regular customer check-ins and business reviews.
- Document account plans and activities in our internal tools and CRM.
What We're Looking For
Nice to Have
Why Join Us
Location :
This role is based in Dallas, TX, and is fully on-site Monday through Friday.
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Technical Manager • Dallas, TX, United States
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