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Technical Account Manager
AgencyBlocTechnical Account Manager providing expert guidance and support for clients in the insurance industry. Ensuring successful adoption and optimization of agency management SaaS platform.
About the role
Key responsibilities & impact- Serve as the primary technical point of contact for an assigned portfolio of clients, building trusted advisor relationships that support retention, expansion, and recurring services revenue.
- Conduct regular cadence calls, business reviews, and health checks to assess client satisfaction, platform adoption, and identify upsell or cross-sell opportunities aligned with Professional Services offerings.
- Develop and maintain client success plans that outline key milestones, usage goals, and scheduled professional services engagements built into subscription agreements.
- Proactively identify client needs and recommend additional services, configurations, or integrations to maximize platform ROI and expand the scope of contracted services.
- Provide expert-level guidance on platform configuration, workflows, and best practices tailored to each client’s insurance business model.
- Lead technical discovery sessions to understand client environments, data flows, and integration requirements, translating those needs into actionable solutions.
- Advise clients on system integrations, API utilization, and data exchange strategies to extend platform value across their technology ecosystem.
- Partner with internal product and engineering teams to communicate client technical requirements, escalate issues, and influence the product roadmap based on customer feedback.
- Support clients through platform upgrades, new feature rollouts, and configuration changes, ensuring minimal disruption and accelerated adoption.
- Scope, deliver, and document recurring professional services engagements—including training, workflow optimization, integration setup, and configuration work—bundled within client subscription contracts.
- Collaborate with Sales and Professional Services leadership to design and price recurring services packages that align with client needs and company revenue targets.
- Track and report on services utilization, ensuring clients fully leverage contracted hours and identifying opportunities to expand service capacity within renewals.
- Apply knowledge of insurance industry operations—including agency management, commission structures, policy administration, and carrier relationships—to provide contextually relevant technical guidance.
Requirements
What you’ll need- Bachelor’s degree in Business, Information Systems, Computer Science, or a related field required, or equivalent combination of education and experience.
- Minimum of 5 years of experience in a Technical Account Management, Solution Engineering, Customer Success, or Professional Services role within a SaaS technology company.
- Demonstrated experience managing and growing a portfolio of enterprise or mid-market accounts, with a focus on recurring services revenue and contract expansion.
- Prior experience working with or within the insurance industry strongly preferred; familiarity with agency management systems (AMS), carrier integrations, or insurance commission workflows is a significant advantage.
- Proficiency working with REST APIs, including hands-on experience configuring, testing, and troubleshooting API integrations using tools such as Postman or equivalent.
- Experience with system integration platforms, middleware solutions, or iPaaS tools (e.g., Zapier, MuleSoft, Boomi, or similar).
- Ability to read and interpret API documentation and assist clients in implementing and maintaining API-based workflows.
- Familiarity with data formats such as JSON and XML, and comfort working with technical teams on integration specifications.
- Proficient in Microsoft Office Suite, CRM platforms (e.g., Salesforce, HubSpot), and project management tools (e.g., Jira, Asana, Monday.com).
Benefits
Comp & perks- Health insurance
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Technical Account ManagementSolution EngineeringCustomer SuccessProfessional ServicesAPI integrationSystem integrationData exchange strategiesWorkflow optimizationConfiguration managementSaaS technology
Soft Skills
Client relationship managementCommunicationProblem-solvingCollaborationAnalytical thinkingProactive identification of needsTrainingDocumentationNegotiationAdaptability