Technical Account Manager at Wingspan

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, HR Tech, SaaSIndustries

Requirements

Establish partnerships with Wingspan customers and act as a liaison between customers and internal technical teams
Partner with Pre-Sales teams to identify, prioritize, and build financial solutions for existing customers
Act as the technical and financial subject matter expert for customers, designing solutions using Wingspan and partner integrations
Partner with Post-Sales teams to drive Product, Design, and Engineering roadmaps
Define customer’s financial & technical success criteria from onboarding through activation and expansion
Represent Product, Design, and Engineering externally with deep conviction and understanding of Wingspan's technical capabilities
Possess technical skills to understand and educate on robust payments and accounting features, and integrate them across customer touch points
Be based in New York City with a hybrid work model (onsite and remote)

Responsibilities

Work closely with Pre-Sales and Post-Sales teams, communicating Wingspan's workflow automation features and benefits via tailored product demonstrations
Problem-solve technical hurdles with customers and propose effective product implementations, understanding full integration and configuration options
Conduct customer discovery to assess requirements for expansion, determine Wingspan fit through use-cases, cost-benefit/ROI analysis, and technical competencies
Work directly with onboarding specialists to support complex technical & accounting implementations of Wingspan
Be a subject matter expert across integration partners (CRM, ATS, Ticket)

Skills

Technical Account Management

Customer Success

Pre-Sales

Post-Sales

API Integrations

Payroll Systems

Compliance

Financial Solutions

Product Roadmapping

Enterprise Software

Wingspan

Platform for freelancers' business management

About Wingspan

Wingspan provides a platform that simplifies business operations for freelancers and self-employed individuals. The platform includes tools for invoicing, expense management, and tax handling, along with customizable templates for contracts and proposals. A key feature is the Pro plan, which offers access to a Care Advocate to assist with healthcare options and custom insurance packages, giving freelancers benefits typically available to larger company employees. Wingspan operates on a subscription model, starting at $20 per month, and partners with agencies to manage payments and compliance for 1099 contractors. The goal is to streamline administrative tasks for freelancers, allowing them to focus on their work.

New York City, New YorkHeadquarters

2019Year Founded

$17MTotal Funding

SERIES_ACompany Stage

Fintech, Healthcare, LegalIndustries

51-200Employees

Benefits

Flexible Time Off

Stock Options

Home Office Stipend

401(k) Company Match

Wellness Program

Risks

Increased competition from fintech platforms like Lili and Found challenges Wingspan's market share.

Potential regulatory scrutiny on gig economy could impact Wingspan's business model.

Cybersecurity threats targeting fintech platforms could compromise user data and trust.

Differentiation

Wingspan offers a unique Pro plan with a Care Advocate for healthcare navigation.

The platform provides customizable templates for contracts and proposals, enhancing professionalism.

Wingspan partners with agencies to handle payments and compliance for 1099 contractors.

Upsides

Increased demand for freelancer management platforms post-pandemic boosts Wingspan's market potential.

Growing interest in subscription models aligns with Wingspan's revenue strategy.

Partnerships with insurance providers enhance Wingspan's offerings in the benefits space.

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