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Technical Account Manager

Role overview

Qualifications

  • 3-5 years of hands-on solution architecture, data integration, partner delivery experience
  • Excellent knowledge of SFTP, APIs, and related standards such as HTTP, REST, SOAP, and OAuth
  • Outstanding communication and problem-solving skills, customer focus, and results orientation
  • Knowledge of financial services and the fintech ecosystem and desire to learn changing trends

Responsibilities

  • Deeply understand the partner’s business goals and product structure
  • Lead technical implementations of new partners and serve as the key technical contact
  • Partner with product/engineering, program management, legal/compliance/risk, accounting, and other teams for tasks related to partner onboarding
  • Define internal processes to streamline partner onboarding

Key facts

Hard skills

Other skills

  • Communication
  • Problem Solving

About the company

Lead Bank logo

Lead Bank

Banking

We are building the bank we want to see in the world. Since 1928, we’ve worked tirelessly to serve as the financial foundation for the most innovative businesses. From our early days supporting local agricultural interests to our industry-leading financial services platform, we are a leading business banking, personal banking, and Banking-as-a-Service (BaaS) partner for builders and innovators. At Lead Bank, we believe experience is everything. Our executive team, composed of fintech leaders, local banking experts with strong community ties, and senior financial and marketing executives, has extensive experience driving fintech innovation and navigating complex banking regulations. When we say extensive, we mean it: we successfully built one of only a few de-novo banks in the US in the last two decades. This work inspired us to create a technology platform capable of enabling financial services not just for one company, but for everyone. We’ve worked for years to make this belief a reality, forging a unique blend of talent and culture that combines regulatory expertise with modern technology. Our new Partner Platform provides fintechs and other companies with a seamless, flexible, and secure foundation to create and scale new financial solutions tailored to their customers’ needs. Today, our mission is to define what’s possible in banking. While we remain committed to Kansas City, we’re dedicated to supporting builders and innovators everywhere with our combination of industry-leading expertise and reliable, resilient technology.

Company details

Company typeSME
IndustryBanking
Company size51 - 200

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Job description

About Lead Bank

Lead is a banking infrastructure platform trusted by the most innovative companies to power complex financial products. We enable fintechs to offer compliant, programmable services like payments, lending, and digital assets at scale. Banking has moved beyond traditional institutions and is now embedded directly into everyday experiences, meaning companies need modern infrastructure that is safe, secure, and operationally sound.

 

Today, Lead is one of the only API-first, developer-focused partner banks with the financial, regulatory, and legal expertise required to help fintechs succeed. We operate offices in San Francisco, Sunnyvale, and New York City, and an FDIC-insured bank in Kansas City.

 

Product Team at Lead

Lead’s Product team identifies partner needs, defines strategy, and works closely with Engineering and Design to bring products to life, guiding execution from concept through launch. But building financial infrastructure isn't just about shipping features. This team is tasked with transforming the most complex banking systems and regulatory requirements into intuitive products that developers love to build with. To help fintechs launch, grow, and innovate with confidence, the Product team must be driven by a singular goal: creating elegant solutions to difficult problems. To that end, success on this team requires genuine curiosity, exceptional communication, and thoughtful collaboration.

 

Role Description:

We are hiring a Technical Account Manager to support partner onboarding to our Banking as a Service platform. This key role will be focused on delivering an implementation experience from contract signature to go-live. You will provide guidance and solutions for our partner’s data integration and ongoing integration support.  

 

You will be integral to building out the foundation for a high-impact function at Lead. This position requires technical and interpersonal skills and the ability to form strong partnerships with internal and external stakeholders. You will be a key partner to prospects and partners who are looking to integrate with Lead to use our banking-as-a-service products. We expect you to be an expert in understanding partner use cases, pain points, and challenges, and will heavily influence our ability to acquire and expand strategic partners. The ideal candidate has prior experience managing partner integrations in a fast-paced working environment. 

In this role you will:

  • Deeply understand the partner’s business goals and product structure

  • Lead technical implementations of new partners and serve as the key technical contact as they integrate with Lead.

  • Partner with product/engineering, program management, legal/compliance/risk, accounting, and other teams for tasks related to partner onboarding 

  • Define internal processes to streamline partner onboarding 

  • Build product examples, documentation, and other critical resources in order for external and internal parties to operate more effectively and efficiently.

  • Successfully manage a number of engagements concurrently

  • Effectively manage escalations, scope change, and implementation of projects or programs including monitoring project quality, timeline, risk, and performance

  • Inform partners of our product development roadmap with concrete examples, while setting appropriate expectations

  • Be an integral part of building out this function from 0 to 1 defining culture, processes, and identity.

  • Perform other duties as assigned

Qualifications:

  • 3-5 years of hands-on solution architecture, data integration, partner delivery experience

  • Ability to understand, visualize, and document the client’s product construct and how they map to our internal data models used for processing cards, transactions, and loans.

  • Excellent knowledge of SFTP, APIs, and related standards such as HTTP, REST, SOAP, and OAuth

  • Proven ability to present technical solutions effectively to diverse stakeholder groups

  • Experience managing projects with multiple requirements and agendas while maintaining holistic plans and driving to agreed upon schedule

  • Outstanding communication and problem-solving skills, customer focus, and results orientation

  • Knowledge of financial services and the fintech ecosystem and desire to learn changing trends across, especially as it relates to legal, compliance, underwriting, and risk management. 

What we offer:

  • At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life

  • Competitive compensation, including opportunities for equity grants, based on experience, geographic location, and role

  • Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA

  • Paid parental leave

  • Flexible vacation policy, including PTO and paid holidays

  • A fun and challenging team environment in a dynamic industry with ample opportunities for career growth

*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

 

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

 

*Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

 

*Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

 

*Our compensation reflects the cost of labor across several US geographic markets. Pay is based on a number of factors and may vary depending on geographical market location, job-related knowledge, skills, and experience. These ranges may be modified in the future.

 

Zone 1:  $138,505 - $165,217 (SF/Bay Area, NYC, Seattle)

Zone 2:  $120,442 - $143,670 (Los Angeles, Chicago, Austin, Denver, Boston, Washington DC, San Diego, Philadelphia, Portland, Sacramento, Miami)

Zone 3: $104,645 - $124,826 (Other US Metros)

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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