Technical Success Manager - Dallas

Technical Success Manager – Financial Services
Dallas, TX | Full-time | On-site (in office Monday–Friday)

About the Role

We are hiring a Technical Success Manager in Dallas to own the technical relationship with our financial-services customers. You will blend technical know-how, business mindset, and leadership skills to help customers succeed and to grow our business.

What You’ll Do

• Serve as the main technical contact for key financial customers (banks, fintechs, insurance, etc.).

• Build strong relationships with customer stakeholders and become a trusted advisor.

• Understand customer goals and design success plans to drive product adoption and value.

• Lead and mentor a small team supporting your customer accounts.

• Work with Product, Engineering, and Support to solve complex technical issues.

• Analyze product usage to spot risks and new growth opportunities (upsell/cross-sell).

• Run regular customer check-ins and business reviews.

• Document account plans and activities in our internal tools and CRM.

What We’re Looking For

• 5–8+ years in a customer-facing technical role (Technical Success Manager, Customer Success, Technical Account Manager, Solutions Engineer, etc.).

• Strong experience in the financial domain (banking, capital markets, payments, lending, risk, compliance, or fintech).

• Proven experience leading or managing a small team.

• Track record of growing accounts (renewals, expansions, revenue targets).

• Excellent communication skills; able to explain technical topics in simple business language.

• Strong problem-solving and analytical skills; comfortable working with data and dashboards.

• Must be based in Dallas or willing to relocate and work in person in the office every business day.

Nice to Have

• Experience with APIs, integrations, data pipelines, or cloud platforms.

• Familiarity with CRM and customer success tools (e.g., Salesforce, Gainsight, HubSpot).

Why Join Us

• High-impact role owning strategic financial accounts.

• Opportunity to lead a team and influence product direction.

• Close partnership with Sales, Product, and Engineering.

• Career growth in a fast-paced, customer-focused environment.

Location:
This role is based in Dallas, TX, and is fully on-site Monday through Friday.