Technical Account Manager (Cleared Derivatives) – 4588

Client Services, Full-time, Jersey City or Chicago
This role has been filled
Department Overview

The Technical Account Manager will be part of the ION's Equities Technical Account Management (TAM) Department. The TAM team is formed of a geographically dispersed, enthusiastic mix of professionals with strong technical, functional and customer service skills.
Role Description

The Technical Account Manager will manage client relationships and will drive implementation of projects and other initiatives post contract. This position involves project management, business management and relationship management with assigned client accounts.  This position requires prior knowledge and experience with software technology and the business flows of Derivatives (Futures and Options), Fixed Income and/or Equities (Equities and Equity Options).

Key Requirements

  • Strong communication skills across all organizational levels within both ION Markets and customer organizations
  • Excellent interpersonal skills, with the ability to develop and maintain strong relationships with customers across multiple disciplines
  • Extensive business knowledge in equities and/or derivatives trading with first-hand experience at either financial institutes or technology companies working within the financial markets space
  • Any knowledge or experience of ION Markets products and how they support customers with their trading requirements will be viewed positively
  • Experience of delivering financial software services to customers and able to demonstrate a consistently high rate of customer satisfaction
  • Strong analysis skills, ideally demonstrating an analysis background with the ability to create clear, tangible requirements when analyzing complex tasks
  • Evidence of (or quickly develop a) good technical understanding of ION Markets applications and architecture, with the ability to confidently explain technical concepts to non-technical staff
  • Their ability to recognize when to get involved with customer service issues to either provide support / guidance or take control, and authoritatively manage difficult situations to their conclusion
  • Experience in managing business critical production services for customers. The ability to manage and communicate a delivery plan and manage delivery negotiations effectively balancing ION's and the customer's objectives
  • The ability to manage and deliver to multiple customers simultaneously often with demanding timescales
  • Experience of successfully working with challenging customers and with complex business scenarios, demonstrating their own contribution to improve customer perception of the service and customer satisfaction
  • The ability to remain calm under pressure particularly when faced with difficult situations, showing a flexible approach and an ability to confidently find a way through such situations
  • Strong commercial skills with the ability to identify when requests are outside the service, ensuring chargeable work is accurately managed and reported to Finance
  • Strong ownership of their brief, escalating where appropriate whilst still retaining responsibility for resolving issues. A results-oriented approach to service provision
  • A positive approach to change; can identify improvements to advance the customer delivery service

Duties & Responsibilities

  • Through a positive constructive and consultative approach, the Technical Account Manager must work closely with teams across ION Markets to provide customers with a great experience of ION's service. The Technical Account Manager is backed up by Implementation, Development and central teams delivering the technical aspects of the service, and is responsible for:
  • Ownership and presentation of the overall ION Markets service delivered to the customer and their perception of it, including the delivery of upgrades, maintenance, new services, migrations, change requests and day to day operations.
  • Maintaining a solid understanding of the customer's business, their ION Markets business flows, the markets and data setup, using this knowledge to provide business and functional expertise to the customer so they maximize the benefit from ION Markets services.
  • Relationship management with the customer's business, including head traders, technology, support operations and compliance.
  • Management and ownership of the production service to ensure it is delivered to the customer in line with the contract, service definition and where applicable SLAs.  Ensure production issues are resolved, assisting ION Markets teams through the provision of strong business domain expertise to assist in resolution.
  • Analysis and documentation of customer requirements to ensure such requirements are clearly understood, together with how the service supports the requirement.  Where enhancements are raised then agreement with the Product Management team(s) to determine if/how they will be progressed or the Service changed.
  • Management of the delivery plan to the customer.  On larger, complex or non-standard engagements a Technical Program Manager will be assigned to manage the technical plan/delivery.  The Technical Program Manager will work alongside the Technical Account Manager to present the plan and take responsibility for technical delivery activities.
  • Management & communication of critical production incidents.  Whilst support will manage critical incidents through to service restoration, the Technical Account Manager should expect to assist using their business domain expertise and customer relationship.  The Technical Account Manager should expect to take the lead with communicating any postmortem activities, explanation and write up.
  • Perform regular service reviews against the SLA (where applicable) with the customer in line with standards.  Work with teams to rectify failures against the SLA should they occur.
  • Manage multiple customers and deliveries at any one time, working constructively with relevant teams to ensure smooth delivery and drive priorities.  Manage the scope of work and delivery in line with the contract, taking ownership for the delivery, managing dependencies and following up on commitments.
  • Own the customer change / RFW planning and prioritization.
  • Ensure effective, consistent and structured communication with customers, including ensuring meetings are documented and actions circulated in line with standards and stored centrally
  • Ensure all customer documentation and internal dashboards / workstreams / trackers are maintained to a high consistent standard in a timely manner for management review
  • Maintenance and regular review of the customer roadmap, communicating customer direction and service utilization internally to the Service Line / Product Management teams and their line management.
  • Provide expertise in specific service areas to other Technical Account Managers/customers so adoption of these services leverage experience and best practice.
  • Contribute to team tasks such as becoming an SME in functional / operational areas and maintaining central sources of information (i.e. SharePoint)
  • Develop and maintain strong relationships with other teams including Support, Implementation, Product Management
  • Positively represent ION Markets Technical Account Management to other ION teams and customers
More About ION

We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments.  More than 40% of the world’s largest companies use our solutions. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world.
Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk.

Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure.
With 10,000 employees and offices in more than 40 cities around the globe, ION is a rapidly expanding and dynamic group.
At ION, we offer careers that provide many opportunities: To invent. To design. To collaborate. To build. To transform businesses and empower people around the world to do more, faster and better than before. Imagine what you can do and experience. This is where you can do your best work.
Learn more at

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