Technical Account Manager

About the role

Modern Treasury is hiring a Technical Account Manager (TAM) to own the end to end post-sale customer journey from onboarding and implementation through long-term operation and growth. This is a technical, customer-facing role at the intersection of engineering, product, and operations. You will work closely with developers, product managers, and payments teams to design, operate, and scale reliable money movement systems using Modern Treasury's APIs. You will act as both a technical advisor and account owner, responsible not just for integrations, but for helping customers run mission-critical financial infrastructure with accuracy, reliability, and scale. Modern Treasury leverages AI heavily. This role is best suited for someone who is already using AI tools and is eager to continue pushing the envelope on AI best practices.

Responsibilities

• Serve as the primary technical advisor for a portfolio of customers, leading onboarding, implementation, and ongoing engagements while building trust with engineering, product, and payments stakeholders
• Partner with Product, Engineering, Sales, and Support to translate customer needs into product feedback and influence roadmap decisions
• Deliver business and technical reviews including QBRs and post-mortems, focused on long-term partnership and operational excellence
• Help customers design, optimize, and scale payment systems, guiding tradeoffs across performance, reliability, and complexity
• Identify opportunities to expand usage, reduce failure modes, and increase automation across customer workflows
• Improve internal processes and build scalable, repeatable workflows by leveraging AI tools to accelerate problem-solving and synthesize insights across your customer portfolio

Requirements

• 3+ years in client-facing technical roles such as TAM, Solutions Engineer, or Customer Success
• Strong experience with REST APIs and integration patterns
• Proven ability to troubleshoot issues in production environments
• Experience managing complex, cross-functional projects
• Excellent communication and stakeholder management skills
• Ability to balance reactive questions with proactive account strategy
• Experience using AI agents in a work environment
• Background in fintech, payments, or financial systems
• Familiarity with money movement, ledgering, and reconciliation workflows
• Experience with SQL and BI tools for debugging or data analysis
• Modern Treasury participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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