| Location | Saint Petersburg, FL |
| Industry | Staffing/Employment Agencies |
| Company Size | 2,500 to 4,999 employees |
| Year Founded | 2002 |
| Website | http://www.vaco.com/ |
TECHNOLOGY PARTNER SUCCESS MANAGER
OVERVIEW
A growing financial technology organization is seeking a Technology Partner Success Manager to serve as the primary technology relationship owner for a portfolio of independent financial services firms. This individual will act as a trusted advisor, helping clients maximize the value of the firm's technology ecosystem while driving adoption, engagement, and operational efficiency.
This role combines client success, technology consulting, relationship management, and strategic planning. The ideal candidate is comfortable working with executive stakeholders, translating technical concepts into business value, and partnering cross-functionally to influence product enhancements and client outcomes.
KEY RESPONSIBILITIES
• Serve as the primary technology point of contact for a portfolio of client firms
• Develop trusted relationships with executives and key stakeholders across operations, compliance, and leadership teams
• Understand each firm's business goals, workflows, and technology challenges
• Conduct recurring business reviews focused on platform utilization, adoption, and strategic initiatives
• Provide recommendations that help clients maximize value from technology investments
• Drive adoption and utilization of technology platforms and integrated solutions
• Identify usage gaps and develop action plans to increase engagement
• Lead onboarding activities, training sessions, and best-practice discussions
• Create documentation, user guides, and educational materials
• Translate client business objectives into actionable technology recommendations
• Help clients optimize workflows, processes, and operational efficiencies
• Analyze platform usage, trends, and feedback to identify opportunities for improvement
• Serve as a consultant who can communicate both technical capabilities and business outcomes
• Partner with Product, Engineering, Operations, Compliance, Marketing, and other internal teams
• Advocate for client needs and provide feedback to support future enhancements and roadmap decisions
• Coordinate issue resolution and ensure timely follow-up on client requests
• Participate in projects designed to improve client experience and overall service delivery
• Informally mentor junior team members and share best practices
• Contribute to the development of processes, tools, and client engagement strategies
• Support a collaborative, team-focused environment centered on continuous improvement
QUALIFICATIONS
• 5+ years of experience in Customer Success, Client Success, Relationship Management, Strategic Account Management, Technology Consulting, or Implementation Consulting
• Experience working within Financial Services, FinTech, Wealth Management, Banking, SaaS, or a related industry preferred
• Demonstrated success managing client relationships and driving technology adoption
• Experience presenting recommendations, insights, and business reviews to leadership stakeholders
• Strong communication, presentation, and problem-solving skills
• Ability to translate technical concepts into clear business value
• Experience with CRM, reporting, workflow, or financial services technology platforms preferred
• Proficiency with Microsoft Office applications, including Excel
• Bachelor's degree or equivalent professional experience
By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
HR@vaco.com
.Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring’s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client’s use of AI products in hiring.
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.