Technical Product Solutions Associate

WHAT ARE WE LOOKING FOR? We are seeking a motivated and detail-oriented Technical Product Solutions Analyst to join our dynamic team. In this role, you will be instrumental in supporting our client relationships by providing technical expertise, understanding their needs, and ensuring they maximize the value of our product solutions. You will work closely with various internal teams to facilitate smooth onboarding, address technical inquiries, and contribute to overall customer satisfaction. Responsibilities Support Strategic Account Plans: Assist in gathering and analyzing customer data to understand their business requirements, technical landscapes, and objectives. Contribute to the development of account growth strategies by identifying potential areas for product adoption and expansion. Collaborate with product, sales, and customer success teams to ensure effective delivery of solutions that meet customer needs. Assist In Building And Managing Client Relationships Support the building of strong working relationships with technical stakeholders within client organizations. Communicate the technical value and capabilities of Tartan products, explaining how they address specific customer challenges. Assist in proactively identifying and escalating customer technical concerns to the appropriate teams for resolution, contributing to positive customer experiences. Contribute To Revenue Growth Support the identification of potential growth opportunities within assigned accounts by understanding their evolving needs and product usage. Assist in preparing technical aspects of proposals and presentations for upselling and cross-selling opportunities. Provide input for accurate sales forecasts based on customer engagement and identified opportunities. Serve As a Key Technical Contact Act as a primary technical point of contact for Product Managers and Business stakeholders during the onboarding process, ensuring a smooth and efficient experience with Tartan products. Proactively engage with assigned accounts to monitor their product usage, technical integration, and overall engagement levels. Conduct regular technical check-ins (virtual or in-person) to understand their technical satisfaction and identify areas for improvement or further adoption. Support Pipeline Development Collaborate with events, partnerships, and marketing teams by providing technical insights and support for webinars, trade shows/conferences, and local partnerships to generate technical interest and identify potential leads. Assist in qualifying leads from a technical perspective by understanding their integration requirements and technical feasibility. Contribute To Data Management Work with the Sales Operations team to ensure accurate and up-to-date technical information and history related to your accounts are maintained within the CRM system. Qualifications Bachelor's degree in a technical field (e.g., Computer Science, Engineering, Information Technology) or equivalent practical experience. Maximum of 3 years of experience in a technical customer-facing role such as Technical Support, Solutions Engineering, or Technical Product Analysis, preferably with SaaS products. Familiarity with software product demonstrations and the ability to explain technical concepts to both technical and non-technical audiences. Basic analytical and quantitative skills to understand data related to product usage and customer engagement. Ability to work effectively in a collaborative team environment, contributing to team goals. A proactive attitude with a willingness to learn and adapt to new technologies. Good written and verbal communication skills, with the ability to build rapport with technical contacts. Strong organizational and time-management skills. Understanding of basic B2B sales concepts and the importance of customer relationships. Familiarity with CRM systems is a plus. Exposure to or understanding of the Banking/Fintech industry is a plus. Skills:- IT Solutioning Show more Show less