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Conversica Revenue Digital Assistants™ supercharge marketing, sales, and customer success teams to unlock more revenue.
Technical Account Manager
Location
United States
Posted
58 days ago
Salary
$75K - $100K / year
Seniority
Mid Level
Job Description
Technical Account Manager
Conversica
• Lead the technical implementation side of onboarding for new customers, guiding customers through the process of integrating Conversica and CRMs, Marketing Automation Platforms and Dealer Management Systems. • Consult with the customer to define their Conversica lead journey, and configure their dashboard accordingly to ensure successful launch of the platform. • Work alongside the CSM, serving as the technical and product expert. • Provide hands-on configuration support and technical guidance during onboarding to ensure customer systems and processes align with Conversica best practices. • Build trusted advisor relationships with customer stakeholders—from operational teams to leadership. • Provide clear guidance on system configuration, data flow, and best practices to help customers optimize their use of Conversica. • Anticipate and proactively address technical or adoption risks, escalating to internal teams when needed. • Translate complex technical details into clear, actionable guidance for both technical and non-technical audiences. • Effectively manage onboarding projects end-to-end, ensuring timelines, deliverables, and communication remain organized and on track. • Collaborate closely with internal teams—including Product, Engineering, and Customer Success—to ensure a smooth and consistent customer experience. • Document processes, updates, and best practices to strengthen operational consistency. • Maintain strong knowledge of Conversica integrations, data flows, and product capabilities to guide customers and recommend best practices. • Troubleshoot technical issues escalated from tech support and serve as the liaison with Engineering for escalations when necessary.
Job Requirements
- 2+ years of experience in technical account management, implementation management, technical support, or solutions advising.
- Strong customer communication skills—able to simplify complex technical concepts and lead confident, professional conversations with all levels of an organization.
- Confidence leading customer calls and presenting recommendations. Strong written communication skills.
- General understanding of modern CRM and marketing automation platforms (e.g., Salesforce, HubSpot, Marketo, Dynamics), and/or automotive CRMs and Dealer Management Systems (DealerSocket, Vinsolutions, and CDK).
- Proven ability to manage multiple customer projects and priorities simultaneously with strong organizational discipline and attention to detail. Able to thrive in high stress situations.
- Demonstrated problem-solving mindset—curious, analytical, and eager to uncover the “why” behind customer challenges.
- Working knowledge of SQL and the ability to run or modify basic queries for troubleshooting and data validation.
- Experience in SaaS environments, ideally with B2B MarTech or SalesTech products.
- Bachelor’s degree in Computer Science, Information Technology, or related field preferred (or equivalent experience).
- Ability to travel occasionally based on customer and business needs.
Benefits
- Medical, dental, and vision coverage
- Flex time PTO
- 401(k)
- Equity participation
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