ComplyAdvantage
Compliance Technology
TechnicalAccountManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Technical Account Manager at ComplyAdvantage. Skills: Platform Migration, Technical Account Management, Customer Success, API Integrations. Own customer relationships. Serve as technical advisor”
What You'll Achieve.
Successful migration execution; Long-term customer adoption; Technical health; Platform value realization; Unlock customer adoption; Unlock revenue growth; Scale delivery; Scale customer outcomes
Industry & Context.
Technical problem solving; Troubleshoot API workflows; Troubleshoot JSON/XML payloads; Troubleshoot technical configuration issues
What They're Looking For.
Must Have
3+ years customer-facing technical role, Experience with APIs, Experience with integrations, Experience with modern SaaS platforms, Scripting experience in Python, Scripting experience in JavaScript, Experience supporting data migrations, Experience supporting platform transitions, Experience supporting systems integration projects, Troubleshoot API workflows, Troubleshoot JSON/XML payloads, Troubleshoot technical configuration issues, Familiarity with automation tooling, Familiarity with AI-assisted workflows, Practical exposure to LLM-enabled systems, Problem-solving skills, Customer-first mindset, Excellent communication skills, Explain complex technical concepts, Operate autonomously, Evolve requirements
Nice to Have
Experience in RegTech, Experience in FinTech, Experience in compliance technology, Familiarity with transaction monitoring, Familiarity with customer screening, Familiarity with identity verification, Experience supporting SaaS modernization, Experience supporting legacy platform migration, Data transformation experience, Workflow automation experience, Prior TAM experience, Prior Professional Services experience, Prior customer-facing technical consulting experience
What You'll Do.
Own customer relationships
Serve as technical advisor
Drive technical health
Drive platform optimization
Conduct technical discovery sessions
Understand customer architectures
Understand operational workflows
Understand migration blockers
Partner with customer teams
Deliver technical outcomes
Act as technical liaison
Build trusted relationships
Lead end-to-end technical migrations
Develop script-based workarounds
Develop lightweight integration logic
Troubleshoot technical integration challenges
Troubleshoot configuration challenges
Troubleshoot adoption challenges
Optimize implementation timelines
Document migration patterns
Document reusable tooling
Document scalable delivery processes
Accelerate future transitions
Provide hands-on technical support
Support data transformation
Support workflow modernization
How You'll Work.
Team & Collaboration
Customer technical teams; Customer operational teams; Customer engineering teams; Customer compliance teams; Internal Product teams; Internal Engineering teams; Internal Customer teams; Cross-functional teams
Communication Scope
Explain complex concepts
Process & Methodology
Platform migration initiative
Full Job Description
Technical Account Manager, Platform Migration About the Role We’re seeking customer-centric Technical Account Managers to lead strategic customer transitions onto our next-generation Mesh platform. In this role, you’ll own a portfolio of high-value, high-complexity customers through migration and long-term platform adoption, acting as a trusted technical advisor during a critical transformation period. You’ll work directly with customer technical and operational teams to remove migration blockers, optimize integrations, and ensure successful adoption of our modern compliance platform. This role combines hands-on technical problem solving with strategic customer ownership, making it ideal for individuals who enjoy working at the intersection of technology, delivery, and customer success. This role is initially aligned to a strategic platform migration initiative over the next 12–18 months, with a clear long-term path within Technical Account Management and Customer Experience as customer ownership expands beyond migration delivery. This role reports into our Professional Services organization and is part of our Technical Account Management team. What You'll Do Customer Ownership & Technical Advisory Own a portfolio of strategic customer relationships through migration and post-migration adoption Serve as the primary technical advisor for customers adopting the Mesh platform Drive technical health, adoption, and platform optimization following migration completion Conduct technical discovery sessions to understand customer architectures, operational workflows, and migration blockers Partner closely with customer engineering, operations, and compliance teams to deliver successful technical outcomes Act as the technical liaison between customers and internal Product, Engineering, and Customer teams Build trusted relationships with customer stakeholders by providing pragmatic, solution-oriented guidance throughout the migration journey Platform Migration & Technical Exec
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