Full-Time

Technical Account Manager

Confirmed live in the last 24 hours

ION Group

ION Group

5,001-10,000 employees

Automation technology for financial sector clients

Enterprise Software
Fintech

Mid, Senior

New York, NY, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
Fixed Income Securities

You match the following ION Group's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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 fixed income trading with first-hand experience at either financial institutes or technology companies working within the financial markets space
  • 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
  • The 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 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 and delivering the service
  • A positive approach to change; can identify improvements to advance the customer delivery service.
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
  • 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, 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 in line with clients’ priorities, 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 of standard or BAU setup changes to hosted clients
  • Supervision of projects with clients, including the larger or non-standard changes for hosted clients, to assist the Project Management function with defining remediation plans and communicating with the client in presence of complex issues
  • 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
  • Manage multiple customers and deliveries at any one time, working constructively with relevant teams to ensure smooth delivery and compliance with the scope of work as per the contract, and drive priorities
  • Help drive customer change working with the customer and the product teams to plan and prioritize
  • 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 and needs, communicating customer direction and service utilization internally to the relevant teams
  • Provide expertise in the ION Fixed Income products to clients to help driving the adoption of the ION solutions in line with the clients’ business needs
  • Develop and maintain strong relationships with other teams including Support, Implementation, Product Management, and Sales
  • Positively represent ION Markets Technical Account Management to other ION teams and customers.

ION Group specializes in automation technology tailored for the financial sector, serving institutional clients like investment banks, asset managers, and brokers. The company provides advanced software solutions that enhance trading, processing, and risk management activities in global financial markets. ION's products include sophisticated software platforms and APIs that enable clients to connect with various trading venues, ensuring efficient and accurate transactions. Revenue is generated through software licensing, subscription fees, and professional services such as customization and support. ION differentiates itself by acquiring entrepreneurial firms, allowing it to remain agile and responsive to market changes, which has established it as a leader in financial technology. The company's goal is to enhance efficiency and reduce operational risks for its clients through automation and innovative technology.

Company Size

5,001-10,000

Company Stage

Growth Equity (Venture Capital)

Total Funding

$426.5M

Headquarters

London, United Kingdom

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • ION's SaaS offerings align with the growing demand for cloud-based trading platforms.
  • The company is capitalizing on the interest in sustainable finance and green trading solutions.
  • ION's membership in PASLA strengthens its leadership in securities lending and repo.

What critics are saying

  • Emerging fintech startups pose a competitive threat to ION Group's market share.
  • Rapid technological advancements may outpace ION's ability to update its platforms.
  • Potential regulatory changes could impose additional compliance costs for ION Group.

What makes ION Group unique

  • ION Group specializes in automation technology for the financial sector.
  • The company offers sophisticated software platforms and APIs for seamless trading.
  • ION Group is known for its innovative approach in enhancing efficiency and reducing risks.

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Benefits

Health, dental, and vision insurance

AD&D and disability insurance

Flexible spending account

Health savings account

Life insurance

Mental health care

401K plan

Performance bonus

Supplemental workers' compensation

Family medical leave & parental leave

PTO, paid holidays, sick days, bereavement leave, and volunteer time off

Commuter checks

Company social events

Employee assistance program

Free lunch

mobile phone discount

Growth & Insights and Company News

Headcount

6 month growth

-3%

1 year growth

0%

2 year growth

-1%
PR Newswire
Feb 20th, 2025
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PR Newswire
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LONDON, Feb. 18, 2025 /PRNewswire/ -- ION, a global leader in trading and workflow automation software, high-value analytics and insights, and strategic consulting to financial institutions, central banks, governments, and corporates, has been accepted as a Solutions Member of the Pan Asia Securities Lending Association (PASLA).PASLA is a leading industry association representing the interests of the securities finance market in the Asia Pacific region. Incorporated in 1995, PASLA is dedicated to promoting the development of securities finance market structures in Asia to meet the needs of its members and stakeholders.The PASLA Solutions membership is aimed at clearinghouses, data providers, exchanges, financial technology platforms, and infrastructure providers that are involved with securities finance transactions. Joining PASLA strengthens ION's leadership in securities lending and repo through access to industry-standard practices and key global forums. The membership will enhance ION's ability to drive innovation, automate workflows, and work with key stakeholders to shape the future of global markets in the Asia-Pacific region.Stephen Howard, CEO of PASLA, says, "PASLA is excited to announce that ION has become an official member of the Association. ION will be joining as a PASLA Solutions member."Ed Tyndale-Biscoe, Head of Secured Funding Product Development at ION, says, "We are proud to be a Solutions Member of PASLA as it reflects ION's commitment to the securities lending and repo industry

PR Newswire
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LONDON, Feb. 14, 2025 /PRNewswire/ -- ION, a global leader in trading and workflow automation software, high-value analytics and insights, and strategic consulting to financial institutions, central banks, governments, and corporates, announces that two of its products took top honors at the FOW International Awards 2025. ION FX and ION LookOut won "Connectivity Provider of the Year" and "Market Surveillance Solution of the Year" respectively.The awards, hosted by Futures & Options World (FOW), recognize excellence and achievements in the derivatives industry.ION FX offers the market a unified front-to-back offering of leading-edge solutions, enabling seamless automation of workflows across execution, order management, and post-trade processing. Recognized as FOW's "Connectivity Provider of the Year", ION FX's MarketFactory connectivity offering provides clients with access to the entire market, across locations, workflows, protocols, instruments, or liquidity providers. Its flagship solution, Whisperer, is a single API connecting to over 100 FX venues, delivering ultra-low latency and comprehensive coverage of FX workflows (Spot, Forwards, NDFs, Swaps).ION LookOut – developed by LIST, an ION company – offers a multi-compliance solution for trade surveillance, record keeping, and reporting. The solution helps brokers, investment banks, asset managers, and trading venues meet regulatory requirements across different asset classes

FF News
Feb 13th, 2025
Ion Partners With Avalara To Tackle Tax Compliance Risks In Energy Trading

ION Commodities, a global leader in energy and commodity management solutions, announces its strategic partnership with Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes. As a technology partner in Avalara’s Partner Program, ION Commodities’ solutions will standardize integration with Avalara’s AvaTax for Energy tax engine solution to address the complexities of tax compliance in energy trading and logistics.Tax compliance in energy markets requires navigating complex and dynamic tax rates and rules across multiple jurisdictions. This partnership between ION and Avalara will reduce the risk of incorrect or delayed tax calculations, thus helping firms to avoid financial penalties, audit risks, and increasing operational efficiency.The forthcoming integration will offer energy companies an automated, more accurate, and scalable tax compliance solution, enabling real-time tax calculation, reducing reliance on manual processes, and minimizing errors. Customers will also benefit from streamlined operations, enhanced decision-making, and reduced administrative overhead, allowing greater focus on core trading and operational objectives.The combination of Avalara’s industry-standard expertise in compliance automation and ION Commodities’ industry-leading commodity management platforms will deliver an end-to-end solution for trading, risk, logistics, and tax management tailored to the evolving needs of the energy sector.“Tax compliance is one of the most onerous factors impacting energy and commodities enterprises, and their ability to scale and operate efficiently,” said Steve Lacoff, Vice President and General Manager at Avalara. “Our partnership with ION gives mutual customers in these sectors a greatly simplified path to compliance automation, with reduced compliance risk, and greater operational efficiency.”“Collaborating with Avalara aligns with our mission to deliver comprehensive, integrated solutions for the energy and commodities industry,” said Sunil Biswas, Chief Executive Officer at ION Corporates. “This partnership enhances our offering with advanced tax compliance capabilities, empowering our community to navigate the complexities of tax regulations with confidence.”

PR Newswire
Feb 13th, 2025
Ion Partners With Avalara To Tackle Tax Compliance Risks In Energy Trading

LONDON, Feb. 13, 2025 /PRNewswire/ -- ION Commodities, a global leader in energy and commodity management solutions, announces its strategic partnership with Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes. As a technology partner in Avalara's Partner Program, ION Commodities' solutions will standardize integration with Avalara's AvaTax for Energy tax engine solution to address the complexities of tax compliance in energy trading and logistics.Tax compliance in energy markets requires navigating complex and dynamic tax rates and rules across multiple jurisdictions. This partnership between ION and Avalara will reduce the risk of incorrect or delayed tax calculations, thus helping firms to avoid financial penalties, audit risks, and increasing operational efficiency.The forthcoming integration will offer energy companies an automated, more accurate, and scalable tax compliance solution, enabling real-time tax calculation, reducing reliance on manual processes, and minimizing errors. Customers will also benefit from streamlined operations, enhanced decision-making, and reduced administrative overhead, allowing greater focus on core trading and operational objectives.The combination of Avalara's industry-standard expertise in compliance automation and ION Commodities' industry-leading commodity management platforms will deliver an end-to-end solution for trading, risk, logistics, and tax management tailored to the evolving needs of the energy sector."Tax compliance is one of the most onerous factors impacting energy and commodities enterprises, and their ability to scale and operate efficiently," said Steve Lacoff, Vice President and General Manager at Avalara. "Our partnership with ION gives mutual customers in these sectors a greatly simplified path to compliance automation, with reduced compliance risk, and greater operational efficiency.""Collaborating with Avalara aligns with our mission to deliver comprehensive, integrated solutions for the energy and commodities industry," said Sunil Biswas, Chief Executive Officer at ION Corporates