Technical Account Manager, Financial IT


Location:  Hong Kong, Central

Salary:  HKD $30-40K

Company:  Financial IT Services Provider

About the company


Our client is an internationally established consultancy that provides IT infrastructure services to hedgefunds, brokerages and banks. Currently looking for a motivated Technical Account Manager ready to work closely with our technical teams and bridging the gap between financial clients and the support/implementation process.

Role responsibilities

Technical Account Manager to report to the Head of Account Management.

The TAM is responsible for administering & maintaining a portfolio of accounts.

The TAM provides leadership, building strong, open working relationships at as many levels as possible within the client hierarchy, and is regarded by the client as a trusted advisor.

The TAM is responsible for optimising client satisfaction and project profitability.

Generating incremental business from existing client accounts and playing a major role in acquiring new client accounts are both key requirements of this role and as such will attract performance targets, including financial metrics.

These targets will be a key measure of the TAM’s performance.

Targets will be agreed with the Head of Account Management relating to the current financial year.

The TAM and Head of Account Management will meet regularly to monitor progress against these targets.

The TAM should be able to devise intelligent and effective answers to the challenges clients face.

The TAM should then take these forward, working as necessary with the clients technical and project teams and with third parties to produce detailed solutions which deliver real benefit to the client.

The TAM should lead the analysis phase of projects and is responsible for the analysis of the customers required deliverables including transforming these into detailed and relevant proposals and roadmaps.


Customer Relationship Management: Become the ‘trusted partner’ of each client assigned to you by building strong, open working relationships at as many levels as possible within the client hierarchy. Deliver metrics on the overall quality of the relationship and the products/services provided to the accounts.


Key Contact: From both the clients’ perspectives, take the position of account owner. For example: your client will know to call you first regarding any account management matters, when there’s a new business opportunity to discuss, or when there’s a need to escalate an issue.


Revenue & Profit Maximisation: Ensure that all active projects within your client accounts are optimised from a profitability/margin perspective. For example: prevent overrun from impacting payment milestones / eliminate unfunded scope creep.


Identify and develop new opportunities within each assigned client account by proactively establishing new contacts and cultivating new working relationships.


Keep abreast of industry news, gather information on new technologies or opportunities and examine/prepare business cases if required


Account Planning & Forecasting: Create and maintain account plans for each client account and review with Head of


Account Management at regular one-to-one meetings.


Resourcing: Liaise with relevant managers regarding up-coming projects to enable effective resource planning.

Interpret Client Drivers: For each account understand the client’s key goals and business drivers, thus enabling strategic debate with the client and delivery of solutions that best meet the business requirements.


Consultancy: Performing the role of key facilitator in client meetings, especially during the requirements gathering phase, bringing in relevant expertise as required.


Pre-sales Contribution: Work with Management to create and deliver professional sales pitches taking the lead sales role where appropriate.


Internal Support: Giving staff support and assistance to maximise their ability to deliver efficiently and effectively.

Motivates the project teams: Ensure all project documentation, especially proposals and quotes, are well written and accurate; and signed off as both feasible and accurate by appropriate technical and design managers before being submitted to clients.


Fostering an open, information-sharing culture.


Translating client needs to internal teams to facilitate the work.

2010 - present

2010 - present



Proven track record of Account Management in a technical environment

Good knowledge of WAN and LAN technologies

Good Knowledge of Microsoft and Cisco Networks

Knowledge of Microsoft and 3rd Party Server Products (e.g. Exchange, SQL, VMWare, Citrix)

Communication skills: Proven competencies in managing client relations.

Organisational skills: Scheduling, diligence, multi-tasking and attention to detail.

High-level client/contract management. New business generation and development.

Formulating and driving long-term strategic account plans, strategies, and roadmaps.

Advanced negotiation, communication, writing, and organization skills, plus experience with Microsoft Office software (I.e.: Outlook, Word, Excel)

To Apply


Email CV to

with role title in subject line.

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