Lead Technical Account Manager

Trillium Surveyor provides powerful, easy-to-use solutions for trade surveillance and best execution, providing actionable insights across equities, derivatives, fixed income, and crypto markets. With patented technology, full depth-of-book market data, and diligent client service, Surveyor empowers clients to build efficient, cost-effective compliance programs.

The Role

We are seeking a Lead Technical Account Manager with deep market data expertise and a passion for client success. In this pivotal role, you'll be responsible for building strategic relationships with clients, managing complex integrations, and leading cross-functional initiatives to ensure seamless adoption and engagement with the Surveyor platform. As a trusted advisor, you'll spearhead technical engagements and serve as the primary conduit between our customers and internal teams, helping us maintain our position as the premier trade surveillance solution.

What You'll Do

• Client Onboarding & Relationship Management : Lead and oversee onboarding of new customers, including kickoff calls, business requirements gathering, comprehensive assessment of client business processes and objectives, data integration oversight with customization to align with client workflows, and post-integration success monitoring to ensure optimal tool adoption and value realization
• Platform Mastery : Attain expert-level proficiency in the full Surveyor ecosystem-including front-end tools, trade surveillance filters, and underlying systems architecture
• Process Excellence : Own and improve onboarding protocols and documentation to boost operational efficiency and client experience
• Technical Analysis : Conduct in-depth market data analysis using Surveyor's tools to investigate customer inquiries related to order lifecycle, venue behavior, pricing anomalies, and potential market abuse
• Product Development Partnership : Champion client feedback by identifying opportunities for product enhancements and new features and collaborate with engineering teams to define and scope new surveillance filters based on real-world customer use cases
• Training & Knowledge Transfer : Train new clients and internal stakeholders on platform capabilities and data workflows
• Strategic Business Support : Support strategic initiatives for pre-sales and post-sales processes, acting as a bridge between sales, product, and engineering
• Revenue Growth : Work closely with Sales to accelerate pipeline velocity and expand business opportunities

About You

You are a client-focused technical leader who excels at translating complex financial market concepts into actionable business solutions. You understand that serving institutional clients requires a unique blend of technical depth, business acumen, and relationship management skills. As a trusted advisor, you know how to balance technical precision with the practical needs of trading operations and compliance teams.

You stay current with evolving market structure and regulatory requirements, not just as an academic exercise, but with a keen eye toward how these changes impact our clients' surveillance needs. You're constantly evaluating how our platform capabilities can be optimized to address emerging market behaviors and regulatory challenges.

Your approach combines startup agility with enterprise reliability. You're comfortable navigating ambiguous client requirements while maintaining the precision that financial services clients demand. You excel at building long-term strategic relationships.

You'll Be a Great Fit If You Have

What Sets You Apart

Location : This is a hybrid-role based in Midtown, NYC, with flexibility for domestic and international travel

Compensation and Perks

USA Pay Range

$110,000-$130,000 USD