Additional Information
About this Opportunity:
As a Premier Technical Account Manager you will serve as the strategic technical partner and primary relationship owner for assigned high-value advisory firms. This role combines deep platform expertise, consultative advisory capability, and portfolio management to ensure clients derive maximum value from Orion's solutions. Senior TAMs handle complex client relationships, elevated service needs, and provide informal mentorship and escalation support. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
Location:
It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you'll get to:
Serve as the primary strategic and technical relationship owner for assigned Premier advisory firms
Develop deep understanding of each client's business model, operational structure, and strategic goals
Own ongoing client engagement across onboarding, training, adoption, and lifecycle activities
Provide consultative guidance on Orion platform capabilities across multiple functional areas
Anticipate client risks and opportunities by monitoring usage patterns and service trends
Lead periodic business reviews with clients to assess adoption and satisfaction
Manage client inquiries and service issues by coordinating cross-functional teams
Oversee execution of customized workflows aligned to client operating models
Maintain accurate client documentation including reference guides and service records
Serve as project lead for client initiatives, coordinating SMEs, Product, and Development teams
Act as escalation point for complex client situations requiring advanced judgment
Plan and lead onsite or virtual strategic sessions to strengthen executive relationships
We're looking for talent who:
Has a minimum of an Associate's degree as preferred
Has a minimum of three (3) years of experience in client service, customer success, or financial services as required
Has experience supporting complex advisory firms or high-touch segment
Has experience as escalation resource or senior IC preferred
Has strategic client relationship and portfolio management experience
Has consultative advisory and influence skills
Has strong analytical reasoning applied to client operations
Has deep functional understanding of SaaS-based fintech platforms
Can translate complex technical concepts into business guidance
Has cross-functional collaboration and project leadership experience
Has executive-level communication and presentation skills
Has independent judgment in prioritization and risk assessment skills
Can mentor peers through influence rather than authority
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Salary Range:
$63,899.00 - $95,151.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
Orionadvisor · Greater Omaha Area