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 Execution Lead end-to-end technical migrations from legacy products to our modern Mesh platform Develop script-based workarounds and lightweight integration logic to bridge gaps between customer systems and our APIs Troubleshoot technical integration, configuration, and adoption challenges across complex customer environments Work closely with customer engineering teams to minimize disruption and optimize implementation timelines Document migration patterns, reusable tooling, and scalable delivery processes to accelerate future platform transitions Provide hands-on technical support during migration planning, execution, and post-migration validation Support data mapping, transformation, and workflow modernization activities during platform transitions Success in this role is measured not only by successful migration execution, but by long-term customer adoption, technical health, and platform value realization.

Requirements

Highly Valued Experience in RegTech, FinTech, or compliance technology environments Familiarity with transaction monitoring, customer screening, or identity verification workflo