• Gather business requirements and API feedback from both internal and external sources, such as feedback from institutional customers, and continuously improve the API product through effective iterative mechanisms. • Study the competitive landscape and industry trends, transforming this information into actionable API product iteration plans that align with the company's actual needs. • Utilize data analytics to create data-driven insights to understand client behavior. • Cultivate and maintain robust relationships with customers and strategic partners, using their feedback to guide product enhancements and future development.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves gathering business requirements and API feedback from both internal and external sources, continuously improving the API product through effective iterative mechanisms. - Study the competitive landscape and industry trends, transforming this information into actionable API product iteration plans that align with the company's actual needs. - Utilize data analytics to create data-driven insights to understand client behavior. - Cultivate and maintain robust relationships with customers and strategic partners, using their feedback to guide product enhancements and future development. Qualifications - Minimum 3 years of experience in a technical, solution-oriented role, preferably related to trading or technology platforms, especially in network and API endpoints. - Bachelor's or Master's degree in Engineering, Mathematics, or Finance. - Proactive and self-driven, with a logical and data-driven mindset, strong team collaboration skills, and effective communication abilities. - Proficiency in English & Conversational Mandarin preferred. - Able to think systematically with a clear problem-solving approach when facing issues; skilled at breaking down and simplifying complex problems from both a tech lens and a revenue perspective. Benefits - Competitive total compensation package - L&D programs and Education subsidy for employees' growth and development - Various team building programs and company events - More that we love to tell you along the process!

• Manage a book of customer accounts and be the primary point of contact for technical related questions and coordination of issue management and problem resolution. • Advocate for customers and develop strong relationships to ensure the effective utilization of Nerdio Manager and maximize customer value. • Utilize product domain expertise to serve as a trusted technical advisor and resource for customers. • Guide customers through software implementation, provide recommendations for optimization, and drive adoption of Nerdio Manager. • Collect and analyze customer data to identify trends, understand adoption patterns, and provide insights to enhance the customer experience. • Present Executive Business Reviews alongside the Customer Success Manager, focusing on value realization and identifying areas of opportunities. • Collaborate closely with Sales, Customer Success, and Product teams to mitigate churn risk and ensure ongoing customer success. • Provide customers' feedback to Nerdio's product management and engineering teams to help identify friction points and suggest new features. • Track customer interactions, activities, and progress within the CRM tool to maintain accurate records and support effective account management.

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, and credit unions. The Technical Account Manager (TAM) at Total Expert is a trusted partner to our financial services customers, helping them maximize the value of the platform through strategic guidance, technical enablement, and ongoing optimization. TAMs serve by combining product expertise with a deep understanding of customer goals, business context, and technology landscape. This role bridges the gap between strategic vision and practical execution, delivering consistent, high-quality engagements that are grounded in best-practices that will drive adoption, operational efficiency, and measurable outcomes. The ideal candidate brings a proactive, service-minded approach and is energized by the opportunity to help customers make critical financial decisions that shape their lives. What you’ll be doing: Feature Adoption & Platform Strategy · 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 Stakeholder Collaboration & Advocacy · 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 Internal Enablement & Continuous Improvement · 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 What we are looking for: · 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 Preferred Qualifications: · 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 Compensation/Benefits: The anticipated base salary range for this role is $85,000 - $95,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. This position is also eligible for an annual discretionary bonus based on company performance and other factors. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including 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, and 401(k) with employer match. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.