Total Expert

Technical Account Manager

Total Expert

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $85,000 - $95,000 per year

About the role

  • 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

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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data integrationtechnical designproject documentationcustomer engagementROI analysisconsulting frameworksSaaS utilizationAPIsBI toolsMortgage Tech
Soft Skills
critical thinkingcommunicationorganizationtime managementproactive mindsetcustomer-first mindsetbias for actionability to manage multiple projectsstrategic planningcollaboration