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Total Expert logo
Total Expert

Deliver the Perfect Customer Journey

Technical Account Manager

Location

United States

Posted

101 days ago

Salary

$85K - $95K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Technical Account Manager

Total Expert

• 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

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