Technical Account Manager

• Act as the trusted technical advisor for assigned accounts, understanding their business goals and how our solutions support them.
• Provide proactive technical guidance and support throughout the customer lifecycle, from implementation to renewal.
• Collaborate with Sales, Product, Engineering, and Support teams to deliver a seamless customer experience.
• Own and manage technical escalations, ensuring timely resolution and customer satisfaction.
• Conduct regular account reviews and roadmap sessions to communicate product updates, gather feedback, and ensure alignment.
• Identify opportunities for upselling or expansion based on customer needs and usage patterns.
• Monitor and report on account health, usage metrics, and support trends.

• Participate in project-level technical due diligence for new investments and loans from origination through approval and operations for renewable energy investments as well as project finance expansion within the Energy and Power verticals.
• Identify potential risk areas and key issues for additional review, and/or detailed analysis and assessment and possible mitigation approaches.
• Collaborate with other functional groups to evaluate issues and identify solutions.
• Track emerging industry issues, developments and trends in technical areas relevant to the business pipeline.
• Provide input on 3rd party technical due diligence scope and oversee activities of outside technical consultants.
• Assess technical aspects of customer’s financial models, customer/equipment experience, and customer/equipment performance.
• As needed, inspect assets being considered for financing and assets associated with existing investments.
• Produce internal written documentation relating to the findings and mitigants of technical, equipment, market, and commercial issues and communicate insights to internal parties including Credit Risk Management and Environmental Finance management.
• Assist asset management personnel in identifying, investigating and resolving equipment and portfolio performance issues.
• Establish technical policies, procedures, and training documentation for accomplishing Environmental Finance group’s tasks.
• Maintain knowledge of Project Management policies and processes by periodically leading or co-leading the underwriting, structuring, and negotiating of investments in projects that contain unique technical aspects.
• Support Asset Management technical needs and requests related to existing large portfolio of assets and incorporate asset and equipment performance experience into underwriting standards.
• Support Business Development in screening investment opportunities, evaluating the developing trends in renewable energy, and setting standards for investment in emerging technologies.
• Develop and maintain relationships with the renewable energy technical community including independent engineers, equipment suppliers, and service providers.
• Collaborate with peers, counterparties, and third-party consultants to resolve issues and negotiate solutions.
• 10% travel to perform periodic site visits, attend conferences, and customer meetings.

Environmental Finance – Engineering Technical Services Manager

• Act as the voice of the customer within the organization, advocating for customer needs and requirements to internal teams.
• Lead the technical onboarding process for new customers: Lead customers through the onboarding process, working closely with internal teams to ensure a smooth and positive experience.
• Establish and maintain strong relationships with key stakeholders at each customer, serving as a strategic advisor and partnering with company leadership to ensure executive engagement.
• Renew and grow business: Monitor customer usage and engagement, identifying opportunities for upselling and renewals while supporting upselling and cross-selling.
• Shape future development: Work closely with Product teams to educate customers on products, drive product adoption, and inform decisions on new products.
• Proactively identifying and resolving any obstacles or blockers that may impede customer success, collaborating with peers to address them promptly.
• Utilizing self-paced training resources to support customer education and promote knowledge growth throughout their journey.
• Manage the customer life cycle experience from onboarding onward. Lead customer engagements including strategy sessions, architecture deep dive, training and formal QBR meetings to provide ongoing customer value.
• Maintain a high level of customer satisfaction by collecting and structuring client feedback, track key health and usage indicators & working closely with internal teams to prioritize requests.
• Identify, develop and implement repeatable processes across your portfolio of customers to maximize product adoption and achievement of customer's business objectives.

Senior Technical Account Manager

• Lead enterprise onboarding sessions and technical discovery with full accountability for outcomes
• Configure the CommandLink ITSM platform: services, workflows, automation rules, escalation policies, and reporting
• Design and implement alerting and monitoring policies aligned to SLAs/SLOs
• Own integrations with external ITSM systems (ServiceNow, Jira, Freshservice) via APIs/webhooks
• Act as the primary technical owner for assigned enterprise accounts — accountable for adoption, satisfaction, and technical success
• Guide customers in adopting ITSM workflows, monitoring, and AIOps capabilities
• Run QBRs and proactively deliver improvement plans, not just recommendations
• Troubleshoot and resolve workflow, alerting, and integration issues with urgency and precision
• Join customer-facing sales calls as the technical authority on ITSM, monitoring, and workflow automation
• Collaborate with sales engineers to design solutions and ensure requirements are fully addressed
• Deliver platform demos that clearly showcase execution-ready solutions
• Takes on additional responsibilities and projects as needed to support the success of the team and organization.

• The Associate Technical Account Manager will oversee and address customers' technical needs within the Microsoft tech stack, helping them maximize the use of Microsoft technologies.
• You will build customer trust and loyalty by serving as their advocate, driving customer-centric improvements, and delivering customized solutions.
• Your role includes proactively addressing risks, minimizing downtime, and streamlining operations to boost efficiency and business growth.
• As part of the advisory team, you will collaborate with technical support and engineering teams to resolve customer issues.

Associate Technical Account Manager

• Act as the trusted technology advisor to a base of accounts.
• Act as single point of contact for all complex support requirements as they pertain to the assigned customers’ environment.
• Partner with Flexential Sales to cultivate and capitalize on new opportunities.
• Assist sales and sales engineering in the development of cost effective, operationally supportable solutions that meet complex customer requirements.
• Contribute to Flexential process improvement initiatives tailored to improve customer satisfaction.
• Analyze performance improvements, risk assessment on customer environment and provide recommendations.
• Ensure effective ownership, communication, coordination, and facilitation of support service activities between Flexential departments and strategic accounts.
• Lead customer requested meetings, quarterly business reviews, and other service and strategic discussions.
• Represent customer requirements in Flexential product roadmap discussions and governance meetings.
• Document and map customer roadmaps to Flexential pipeline.
• Identify and lead unique continuous improvement activities in support of customer.
• Ensure projects are on time, within budget and to satisfaction of client.
• Ensure complete understanding of project scope by technical teams and client.
• Coordinate with the technical teams, vendor(s), and client delivery team to ensure the timely delivery of project milestones.

Cloud Technical Account Manager

• Guide customers through onboarding and implementation by coordinating with delivery teams.
• Drive adoption, overall health, value realization, and renewal readiness, serving as the primary point of contact.
• Build trust and develop strong, multi-threaded relationships across business and technical stakeholders to drive mutual value.
• Knowledgeable of key product use cases and expected outcomes— to guide customers toward best-practice adoption.
• Proactively maintain an accurate rolling 4-quarter outlook of attrition forecast and manage customer health.
• Actively engage with customers to calculate ROI derived from Adobe solutions (Productivity and Business Value).
• Identify expansion opportunities through product-usage insights, evolving customer needs, and cross-sell alignment.

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