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Technical Account Manager/Client Success



IT, Customer Service, Sales & Business Development
Austin, TX, USA
Posted on Friday, June 30, 2023

High-growth, B2B SaaS fintech platform (Vertalo) is looking for an experienced Technical/Senior Client Success Director (multiple roles) to contribute to the next phase of our growth. This is a highly technical, problem-solving, interactive role that requires significant attention to detail, patience, and collaboration with internal and external constituents

This not a CSR job.
This is not an outside sales position, but there is an upsell component.
Previous Experience with SaaS technology implementation and support is required.

If you do not meet these qualifications your application will be rejected.

Vertalo is the B2B SaaS data management platform for digital assets. We utilize blockchain and DLT to simplify the investment in, management, ownership, and secondary trading of private assets (think Real Estate, VC-funded companies, etc.)

Please note, you must be in Austin or be willing to relocate at own expense for consideration of this position.

The ideal candidate is happiest working in a fast-moving, technical environment and industry, has demonstrated an ability to coordinate across functions (Sales, Service, Technology, & Project Management) within a startup company, and is able to navigate in and around ambiguous situations. Experience in growing and maintaining relationships in a professional setting is required. Experience working in Fintech, at an investment bank, VC firm, Broker-Dealer, or Funding Platform is especially desirable. Technical proficiency with the implementation and configuration of software-based services is required.

Key Qualifications:

Creative problem solver, able to accomplish goals through a variety of processes and tools
A high degree of technical proficiency (think Websites/CMS, APIs) is required
Self-starter with drive to succeed, curiosity, and a willingness to learn
Must be highly proficient in both oral and written communication and able to tailor message format and content to specific audience(s)
Superior active listening and mirroring skills are required
Exceptional organizational skills and ability to manage multiple projects with multiple deadlines simultaneously
Non-political with regard to navigating internal (our team) and external (our clients and partners) relationships
Excellent analytical capabilities to breakdown complex tasks into executable and measurable steps
A growth (vs Fixed) mindset - always learning
Strong technical aptitude with the capability of talking to and staying abreast of technical developments at Vertalo
Adept at dealing with complex customer relationships and developing resolution to critical matters
Cool under pressure of tremendous growth
Understanding of DLT or Blockchain tech a big plus
Key Disqualifications

Non-technical background or aptitude
Sales-focused career history
Non-relevant industry experience, especially (but not limited to) Healthcare, Insurance, Government/Not for Profit.
Primary Responsibilities:

Delivering solutions for our clients and partners under deadline pressure
Manage and communicate with clients on a daily or as-needed basis
Effectively articulate value propositions, create interest, and generate excitement through customer presentations
Drive product satisfaction with clients (Net Promoter Score)
Maintain records for billing and bookings with clients (Maintain and Grow Revenues)
Teach clients how to use third party integrations with Vertalo
Work with Client Success team to gather insights and help shape the direction of the CS team and strategy
Regular Duties will include:

Daily communication with clients, including demos, walk-thrus, and answering product/industry questions
Assist in building and implementing investor onboarding flows
Executing client onboarding plans with Client Success team
Instructing clients on new product features, integrations, & innovations
Working with PR team to create and release joint client-Vertalo press releases
Gathering periodic feedback from clients regarding Vertalo’s product, UI/UX, client usage & adoption, and Vertalo’s market positioning compared to other options
Informing and reporting account status up to VP of Client Success
Identifying creative solutions for strategic accounts
Other duties include working with sales, product development to accurately scope larger client onboarding processes, as well as implement tools for onboarding and communication as Vertalo’s client base grows.

All candidates with relevant experience will be considered, with a bias towards applicants with specific industry experience in Fintech, blockchain, and/or data management. Experience in the Capital Markets (investment banks, broker-dealers) or Real Estate Funds/Tech is very applicable. The Vertalo product is a web-based application bought on a license basis, so sales cohort analysis and segment marketing experience is valuable. Candidates with degrees in Finance or Accounting are especially welcome, as are those who have obtained securities licenses or other financial industry credentials. Knowledge of Blockchain technology and its application to enterprise software is a nice added bonus.

Vertalo is an equal opportunity employer.

We provide a full benefits package that includes daily lunch.

Salary is commensurate with experience and includes equity, typical benefits, and an opportunity for personal growth and challenge.

Management is experienced and has previously scaled companies to $100+ million revenues.

Position reports to VP of Client Success at the time of hire. Advancement opportunities within the company are available for the right hard-working candidate.

For more information about the company, please visit www.vertalo.com

Interview Process:


Initial Phone Screen

Portfolio and Experience Demonstration

In-Person Interview - 1

In-Person Interview - 2

Decision and/of offer letter

Job Type: Full-time

Pay: $65,000.00 - $90,000.00 per year

COVID-19 considerations:
You can wear a mask if you would like. We have been and continue to work together like we all used to do. We are conscientious and healthy, but also we are risk-takers. You need to be a risk taker to want to work here