Total Expert
Deliver the Perfect Customer Journey
Technical Account Manager
Location
United States
Posted
1 day ago
Salary
$85K - $95K / year
Bachelor Degree3 yrs expEnglish
Job Description
• Be the technical expert on customer use cases, configuration and tech stack
• Deliver structured, outcome-focused engagements that drive platform usage and customer value
• Identify and guide expansion and optimization opportunities as customer needs evolve
• Conduct usage reviews and platform audits to maximize ROI/value
• Lead strategic conversations with Customer to align business objectives with platform execution
• Provide actionable recommendations based on data insights, technical design, and industry best practices, taking said action on behalf of the customer, where possible
• Document the project, including requirements, actions, outcomes and ROI-related deliverables
• Partner with CSMs and Customers to build mutually agreed-upon success plans that drive high-value engagements, resulting in retention and growth
• Advocate internally for customer needs and serve as a voice to Product and Engineering teams
• Participate in strategic planning, roadmap discussions, and Executive Business Reviews
• Maintain detailed records of account activity and engagement history in CS tools
• Share field insights, scalable solutions, and best practices across the organization
• Contribute to improving delivery playbooks, engagement models, and consulting frameworks
• Help refine internal processes to ensure TAM activities are efficient, impactful, and measurable
• Occasional travel may be required for strategic customer engagements
Job Requirements
- Ability to operate independently with a proactive, customer-first mindset
- Bias for action and urgency
- Passion for helping organizations adopt technology and achieve measurable success
- Experience working with multi-stakeholder, enterprise accounts in complex industries
- Strong critical thinking and communication skills—capable of translating strategy into action
- Comfortable managing multiple projects and priorities within a dynamic environment
- Excellent organization, time management, and documentation skills
- High proficiency in Microsoft Excel, PowerPoint, and process documentation
- 3+ years in a Technical Account Management, Implementation, or Customer Success role
- Experience supporting financial institutions, mortgage lenders, or fintech companies
- Familiarity with Mortgage Tech (LOS, POS, PPE, CRM), APIs, BI tools, and data integration models
- Background in a Saas billable utilization framework, delivering structured customer engagements with measurable outcomes
Benefits
- Medical
- Dental
- Vision
- HSA (Health Savings Account)
- FSA (Flexible Spending Accounts)
- Company paid Life Insurance
- Short-Term Disability
- Long-Term Disability
- Flexible Time-Off (FTO)
- Paid Parental Leave
- 401(k) with employer match