Technical Account Manager

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September 18

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Digital Onboarding, Inc.

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Fintech • B2B • Banking

Digital Onboarding, Inc. is a digital engagement platform designed specifically for banks and credit unions. The company helps financial institutions enhance customer relationships by facilitating the adoption of digital banking services, increasing direct deposits, and promoting efficient customer onboarding. Their solutions incorporate data analytics, personalized communication, and automated support tools to streamline processes and improve profitability for their clients.

51 - 200 employees

Founded 2015

💳 Fintech

🤝 B2B

🏦 Banking

📋 Description

• Own the technical onboarding process: Guide financial institution clients through technical setup and integrations, ensuring timelines and deliverables are met. • Data integration & manipulation: Work with customer data files (CSV, SFTP, APIs, secure file transfers), validate and troubleshoot data, and help configure data workflows into the platform. • Domain & DNS setup: Configure custom domains, subdomains, SSL certificates, and DNS records to enable secure communications and branded experiences. • Troubleshoot with creativity: Diagnose and resolve technical issues across environments: data mismatches, file formatting, API connectivity, authentication, campaign delivery, and think proactively about “what could go wrong.” • Project manage: Serve as the primary technical lead during onboarding, coordinating tasks across customers, internal teams, and vendors to keep projects moving forward. • Customer-facing leadership: Be the trusted technical advisor for customers, explaining complex concepts in a clear, empathetic way to non-technical stakeholders. • Cross-team collaboration: Partner with Product, Engineering, Support and Customer Success Managers (CSMs) to escalate issues, provide feedback, and ensure customer needs are met. • Documentation & process improvement: Create client-facing technical documentation, internal playbooks, and continuously refine implementation processes.

🎯 Requirements

• Strong understanding of data management (file formats, secure transfers, data validation, troubleshooting). • Familiarity with networking concepts and DNS configuration (CNAME, TXT, SPF, DKIM). • Hands-on experience with web technologies (HTTP, APIs, SSL, domains, certificates). • Comfortable with light scripting or data wrangling (Excel, SQL, Python, or similar). • Experience troubleshooting integrations across SaaS platforms. • Excellent project management skills: able to plan, prioritize, and deliver against multiple onboarding timelines. • Strong communication skills: can translate technical concepts into customer-friendly explanations. • Creative problem solver: sees around corners, identifies risks early, and proposes solutions. • Customer-first mindset: highly empathetic, professional, and proactive in building trust with financial institution clients. • Ownership: takes initiative, drives projects to completion, and follows through. • Collaborative: works seamlessly across customer, success, and engineering teams. • Preferred: Experience in SaaS or fintech environments. • Preferred: Prior work with financial institutions, especially banks and credit unions. • Preferred: Familiarity with customer onboarding or technical account management in a SaaS company. • Preferred: Comfort with regulated environments, security, and compliance considerations. • Work authorization: This position is open to candidates based in the United States of America only. • This position is not eligible for sponsorship or relocation assistance.

🏖️ Benefits

• Remote-first environment • unlimited PTO • benefits designed for modern life