Technical Account Manager

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Logo of Integrity

Integrity

5001 - 10000 employees

💰 $1.2G Private Equity Round - Integrity Marketing Group on 2021-12

Insurance • Financial

Integrity is a one-of-a-kind company that uses technology, data and a human touch to deliver a better insurance, financial, and investment advisory services experience. We innovate in ways that help people protect their life, health and wealth holistically. The company operates an omnichannel, cloud-based platform connecting carriers, agents, advisors and consumers across marketing, lead generation, distribution and member services. Integrity leverages proprietary technology, industry-leading data, predictive modeling and AI-assisted analysis to streamline processes and customize experiences. Integrity is employee-owned and focuses on partnerships, service, and ethical principles.

📋 Description

• Participate in client meetings and calls as the technical point of contact, translating technical constraints and capabilities into clear, non-technical language for client stakeholders • Own technical accuracy of client-facing deliverables (SOWs, integration specs, reporting requirements, SLA definitions) • Field and triage client technical questions, escalating appropriately and following up with resolution • Support client onboarding/implementation from a technical requirements standpoint • Manage internal project timelines related to client technical deliverables (system integrations, reporting builds, platform configuration changes, new program launches) • Coordinate across IT, Operations, and Solutions Architecture teams to keep technical workstreams on schedule • Maintain project trackers/status documentation and provide regular updates to Account Director and account team • Identify and flag timeline risks early; drive mitigation plans • Understand CXP's core contact center and data systems (dialer/CRM, telephony, BI/reporting tools) well enough to speak credibly to both internal teams and clients • Monitor that technical commitments (SLAs, data feeds, integration uptime, reporting cadence) are being met • Document technical requirements and changes in a way that's usable by both engineering/IT and non-technical account staff

🎯 Requirements

• 3–5 years of experience in technical account management, implementation, solutions consulting, or technical project management • Demonstrated ability to manage multiple concurrent projects/timelines with competing priorities • Comfortable in client-facing settings; able to translate technical detail for non-technical audiences • Working knowledge of contact center technology (dialers, CRM, call routing, IVR) and/or data/BI reporting platforms • Experience with project tracking tools (Smartsheet, Jira, Asana, or similar) • Strong written communication. • Bachelor's degree or equivalent experience

🏖️ Benefits

• Competitive compensation package • Health insurance • Flexible work arrangements • Professional development opportunities

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