Technical Account Manager

ABOUT ITEMIZE 

Itemize is the leading AI company automating financial transaction processing. Its customers include financial organizations, banks, and enterprise offices of the CFO. The company’s market-leading technology automates operational tasks that still require manual effort. Its solutions elevate teams to focus on higher-impact activities. Itemize delivers efficiencies, intelligence, and new value from financial document automation.

Consumer financial systems have transitioned to digital technologies, but business-to-business processes remain primarily stuck in analog mode. B2B still relies on paper documents, emails, and PDF images for communications and transactions between buyers, sellers, and third parties. These formats require human intervention in numerous tasks. They include data entry, reconciliations, verification, QA, approvals, custom spreadsheets, fraud screening, and compliance. Human involvement drives up errors and omissions, increases operating costs, and leaves significant value on the table.

Unlike legacy technology like OCR and RPA, Itemize’s Financial Transaction AI (FTAI) is designed specifically for financial processing. Its focus is understanding financial document data to derive intelligence, validate results, and automate workflows. These processes include reconciliation, account coding, compliance, cash flow management, and payments.

Itemize operations are cloud-based, with teams distributed nationwide and internationally. We have teams coast to coast within the United States as well as in several countries worldwide. We welcome people who enjoy the challenge of a fast-paced, high-growth environment on the leading edge of applying vertical AI to B2B financial challenges.

ABOUT THE ROLE

The Technical Account Manager will have demonstrated success in building and maintaining relationships with enterprise clients, and be eager to support Itemize customers and their growth.  

The Technical Account Manager will report to the SVP, Account Management and Delivery and will be responsible to: 

• Manage client relationships and proactively anticipate customer needs
• Oversee and manage the implementation of Itemize solutions for clients, ensuring seamless integration and alignment with their business needs
• Serve as a primary contact for technical and operational issues, building longterm relationships with existing and new partners
• Advocate for the customer within Itemize and coordinate between Product, Support, and Sales teams to drive customer success
• Become an expert in the Itemize proprietary AI platform to address domain-specific issues and provide “white glove service” to enterprise clients
• Analyze and monitor client engagement to identify expansion opportunities

REQUIRED EXPERIENCE 

• Bachelor’s degree in a relevant field (e.g., Computer Science, Information Technology, Business, or similar), or equivalent practical experience that demonstrates strong technical and customer-facing capabilities
• 3–5 years in a customer-facing role, with a focus on technical account management and enterprise-level implementation
• Demonstrated technical acumen, including experience working with APIs, BI tools, system integrations, or similar technologies
• Proven ability to manage, implement, and grow enterprise accounts with measurable success, leading solution deployments and ensuring client satisfaction
• Strong project management skills, including the ability to plan, prioritize, and execute complex implementation tasks across cross-functional teams
• Strong communication skills, including the ability to translate technical concepts for non-technical stakeholders
• Proven ability to generate actionable business intelligence and present it to senior management.
• Strong analytical skills with exceptional attention to detail

PREFERRED SKILLS

• Experience in SaaS, FinTech, or a related industry
• Familiarity with financial supply chains, such as ERP systems, payables workflows, commercial payments, or B2B SaaS platforms

WHAT WE OFFER

• High energy atmosphere of a growth-stage FinTech with great traction serving Fortune 500 companies operating in more than 25 countries
• Professional development opportunities for learning and growth
• A diverse international team of techies, dog lovers, globetrotters, and musicians 
• Itemize offers flexible PTO and a generous benefits package, and highly values independence
• Salary range of $120,000 to $130,000, depending on location and experience, as well as employee stock options

Itemize is an Equal Opportunity Employer. Itemize does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

Salary : $120,000 - $130,000