Technical Account Manager

Total Expert

Technical Account Manager at Total Expert supporting financial services customers. Bridging strategic vision and practical execution to drive technology adoption and customer success.

Posted 6/4/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

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
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
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

What you’ll need

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
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
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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data integrationAPIsSaaSBI toolsmortgage technologyconfigurationtechnical designproject documentationcustomer engagementROI analysis

Soft Skills

critical thinkingcommunicationorganizationtime managementproactive mindsetcustomer-first approachbias for actionability to manage multiple projectscollaborationstrategic planning