Technical Account Manager

• Responsible for increasing Thryv’s penetration to the existing client base
• Increasing client engagement with existing software clients
• Growing the SaaS client base through new sales
• Calls on existing clients to nurture and grow relationships while identifying and pursuing new client opportunities to meet a predetermined sales quota
• Expected to engage with clients face-to-face approximately 25% of the time
• Identifies and secures new SaaS clients by leveraging self-generated prospecting (i.e. networks, referrals, etc.) and company-initiated prospecting programs
• Executes all defined operational processes and requirements with excellence (i.e., designed cadences for client and prospect engagement, ongoing product and demo certifications, order entry requirements, centralized intake forms, etc.)
• Participates in sales meetings, call calibrations, and training as needed

Senior Software Account Representative

• Responsible for increasing Thryv’s penetration to the existing client base
• Increasing client engagement with existing software clients
• Growing the SaaS client base through new sales
• Calls on existing clients to nurture and grow relationships while identifying and pursuing new client opportunities to meet a predetermined sales quota
• Engages with clients face-to-face approximately 25% of the time
• Identifies and secures new SaaS clients by leveraging self-generated prospecting (i.e. networks, referrals, etc.) and company-initiated prospecting programs
• Executes all defined operational processes and requirements with excellence
• Participates in sales meetings, call calibrations, and training as needed

• Become one of our foremost product experts, with deep knowledge across the Highspot platform and its integrations.
• Serve as the primary technical point of contact for mid to upper market customers, understanding their business goals, technical environments, and adoption challenges.
• Provide proactive technical guidance and best-practice recommendations, including how to leverage AI-powered features and workflows, as well as automation capabilities.
• Help customers interpret platform analytics - usage trends, adoption metrics, and health scores - and translate those insights into clear business outcomes and ROI narratives.
• Partner closely with CSMs, Account Executives, Implementation Managers, Support, and Product & Engineering to drive customer retention and expansion.
• Lead regular customer meetings with progress updates, strategic counsel, and actionable next steps.
• Identify opportunities for product enhancement and process improvement based on customer feedback and usage patterns.
• Manage customer expectations and deliverables through clear communication and stakeholder alignment.

Senior Technical Account Manager

• Provide product and technical support for assigned accounts
• Identify and develop potential new business opportunities
• Convey customer requirements to Product Management, Marketing, and Engineering teams
• Provide functional and technical support to customers
• Respond to customer questions on technical and business related issues
• Deliver high-level and detailed sales presentations
• Responsible for attending conferences and seminars

• 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.

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