Similar Jobs
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Manager, Senior Living oversees service delivery teams, engages clients, and manages various engagements to ensure high-quality service and growth in healthcare consulting.
Top Skills:
AccountingBusiness AdministrationFinanceHealthcare ManagementOperations Management
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Senior Consultant will manage client relationships, provide financial operations support, conduct research, assist with regulatory reporting, and evaluate financial policies.
Top Skills:
Financial Reporting Standards
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Design, develop, and maintain identity governance solutions using SailPoint IdentityIQ; troubleshoot IAM issues and improve IAM processes.
Top Skills:
Active DirectoryAzure DevopsBeanshellDatabase TechnologiesJavaLdapPowershellPythonRestSailpoint Identityiq
Level AI was founded in 2019 and is a Series C startup headquartered in Mountain View, California. Level AI revolutionizes customer engagement by transforming contact centers into strategic assets. Our AI-native platform leverages advanced technologies such as Large Language Models to extract deep insights from customer interactions. By providing actionable intelligence, Level AI empowers organizations to enhance customer experience and drive growth. Consistently updated with the latest AI innovations, Level AI stands as the most adaptive and forward-thinking solution in the industry.
Role Overview
As a Technical Account Manager (TAM), you will serve as a strategic advisor and product consultant for Level AI’s enterprise customers. You’ll partner with customer stakeholders to understand their business goals and guide them through the optimal use and configuration of our platform. This role requires a unique blend of technical depth, customer empathy, and business acumen. Your mission is to help customers realize value through proactive planning, solution design, and hands-on support.
Key Responsibilities:
- Act as the primary point of contact for assigned key client accounts, building long-term strategic relationships.
- Support customers during onboarding (managed by Implementation Manager) and lead configuration planning based on their business goals and workflows.
- Serve as a trusted technical advisor, recommending best practices and tailored product solutions to maximize impact and adoption.
- Facilitate strategic planning sessions with clients to align product usage with desired business outcomes.
- Proactively monitor account health, product usage, and customer feedback to identify opportunities for value expansion and risk mitigation.
- Translate customer needs into actionable product plans and coordinate with internal teams (sales, product, engineering, support) to ensure successful delivery.
- Lead product walkthroughs and advise on feature adoption strategies to help customers achieve operational excellence.
- Track key account metrics, such as product engagement and satisfaction, and use insights to drive continuous improvement.
- Identify and support upsell and cross-sell opportunities through solution alignment and demonstrated product value.
Qualifications & Skills
- Bachelor's degree in Computer Science, Information Systems, or related field, or equivalent practical experience.
- 3+ years in a technical role involving customer interaction (e.g., Technical Account Management, Implementation, Solutions Engineering).
- Strong experience supporting SaaS platforms, APIs, and cloud services.
- Demonstrated ability to align technical solutions with customer goals and success metrics.
- Excellent project management skills with the ability to manage multiple customer implementations and engagements simultaneously.
- Strong written and verbal communication skills, with the ability to communicate technical concepts to non-technical audiences.
- Proven ability to lead planning and advisory conversations with customers and internal stakeholders.
- Comfortable working EST business hours.
Optional Requirements :
- Familiarity with CRM platforms such as Salesforce and Zendesk.
- Understanding of contact center technologies (e.g., AWS Connect, Five9, Genesys).
- Knowledge, passion, and usage of AI, GPT, and LLM
- Character traits like drive, humility, curiosity, problem-solving, and emotional intelligence.
- Prior experience in a Customer Success Engineering, Solutions Consulting, or Technical CSM role is a plus.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory


