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Endex

AI-powered platform for unified financial analysis

Technical Account Manager

Implementation & Technical Account ManagementPosted on Nov 10
Full-time

About the Job

Requirements

  • Experience owning technical relationships or escalations for business customers.
  • Ability to investigate systems and challenge an incomplete diagnosis.
  • Ability to discuss APIs, identity, and integration dependencies with customer IT teams and translate technical risk into a clear account plan.
  • Ability to communicate clearly during urgent or ambiguous situations and keep internal responders and customer stakeholders aligned.

Responsibilities

  • Maintain a shared technical account plan covering architecture, integration dependencies, operating risks, and the customer's technical priorities.
  • Coordinate escalations among support, engineering, and customer IT with clear owners, timelines, and communication.
  • Translate technical updates into customer impact and next steps.
  • Review recurring incidents, system health, and upcoming changes to help customers operate Endex reliably after launch.
  • Build runbooks and capture durable resolutions.

Desired Qualifications

  • Experience with regulated customers.
  • Incident coordination experience.
  • Familiarity with APIs and enterprise authentication.

About the Company

Endex

AI-powered platform for unified financial analysis

Endex is a B2B AI platform for financial services that unifies a firm’s internal files, external data, and other sources into one searchable interface. It automates analytical workflows and supports investment teams with a secure, firm-specific generative AI model trained on internal knowledge. The platform indexes data from multiple sources and lets users search and analyze in one place, acting as an autonomous financial analyst that follows customizable, traceable task plans and executes steps automatically. Its differentiator is the use of a firm-specific AI model with transparent workflows tailored to finance, designed to speed up investment analysis and decision-making.

Company size
11-50
Company stage
Early VC
Total funding
$14M
Headquarters
New York City, New York
Founded
2022

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