Note: The job is a remote job and is open to candidates in USA. Bastion is a company that builds regulated financial infrastructure for modern businesses. They are seeking a Technical Account Manager to oversee client integration and ensure a smooth onboarding experience while maintaining communication and support throughout the client lifecycle.
Responsibilities
- Get hands-on with every Bastion product surface — issuance, custody, conversions — through sandbox integration and live documentation review
- Shadow 2-3 active client onboardings to understand the current handoff points between product, engineering, compliance, and the client's team
- Own your first non-enterprise client onboarding end-to-end: KYB process, sandbox setup, technical walkthrough, and the path to first live transaction
- Audit existing technical documentation and client-facing materials — identify the gaps and confusing spots that generate support tickets, and begin improving them
- Map the current-state ownership of every client touchpoint (who sends the onboarding email, who runs the technical kickoff, who communicates API changes) so you can systematically take ownership
- Run all non-enterprise client onboardings independently — from initial technical scoping through sandbox, KYB, and go-live — with a repeatable process that requires zero engineering involvement per new client
- Build and own the proactive client communication system: API changes, documentation updates, product releases, and migration guides that go out before clients have to ask
- Partner with the compliance team to streamline the onboarding flow — reduce the number of hops between compliance, customers, and product
- Support pre-sale technical evaluations alongside the commercial team when needed — running technical deep-dives, answering architecture questions, and helping prospective clients understand how Bastion fits into their stack
- Identify patterns in client integration issues and feed them back to product as structured input — not just anecdotes, but data-backed recommendations that improve the product for everyone
- Manage a growing portfolio of client relationships across both mid-market and expanding enterprise accounts, with clear processes that scale without proportional headcount
- Build tooling and automation for the parts of onboarding and lifecycle management that are repetitive — templated onboarding flows, automated status updates, self-service resources that reduce your own time-per-client
- Help define the long-term shape of the TAM function — as client volume grows, refine how the function collaborates with the product, support and commercial teams
- Become the person the product team trusts to represent Bastion's technical capabilities to any client, in any conversation, without needing backup
- Rolling out a breaking API change to dozens of active clients across different integration stages, time zones, and technical sophistication levels — with zero surprise downtime and minimal support volume
- Redesigning the KYB onboarding flow to cut days out of the process by eliminating unnecessary handoffs between compliance, product, and client communications
- Synthesizing client onboarding and activity data into clear insights for the commercial team — helping inform account strategy, surface expansion opportunities, and drive proactive recommendations
- Building a lightweight internal dashboard that gives the commercial team real-time visibility into where every client sits in the onboarding pipeline — without asking engineering to build it
- Translating a highly technical integration requirement from an enterprise client's engineering team into a clear product feature request that the product team can actually prioritize
- Handling a situation where a client's technical team is stuck on an integration issue at 6pm on a Friday, their launch is Monday, and you need to diagnose whether the problem is on Bastion's side or theirs — and resolve it either way
Skills
- SQL-savvy
- Comfortable with APIs
- Able to fix confusing documentation directly
- Capable of building lightweight automation with Bastion's internal tools
- Technical enough to diagnose integration issues
- Able to speak credibly to engineering teams on both sides
- Know when to escalate versus solve
- Ability to own the technical onboarding and lifecycle experience
- Experience with client onboarding processes
- Ability to audit existing technical documentation and client-facing materials
- Experience in managing client relationships
- Ability to build tooling and automation for onboarding and lifecycle management
- Strong communication skills for proactive client communication
- Ability to identify patterns in client integration issues and provide structured input
- Experience in supporting pre-sale technical evaluations
- Ability to synthesize client onboarding and activity data into clear insights
- Ability to translate technical integration requirements into product feature requests
- Ability to handle urgent client integration issues effectively
Benefits
- Bastion provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
- Bastion participates in E-Verify to authorize eligibility of employment in the United States.
Company Overview