Technical Account Manager

🔥 10 minutes ago

🇺🇸 United States – Remote

💵 $85k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍🔧 Technical Account Manager

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Total Expert

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2014

💳 Fintech

☁️ SaaS

🤝 B2B

💰 $52M Series C on 2019-10

Fintech • SaaS • B2B

Total Expert is a company that provides a purpose-built customer engagement platform for financial institutions. It enables banks, lenders, credit unions, and insurance companies to engage and guide consumers through complex financial decisions by integrating digital communications and human interactions. Total Expert offers solutions for sales productivity, marketing automation, compliance, and customer intelligence, transforming customer data into actionable insights and personalized content. The platform supports financial institutions in optimizing customer journeys and creating long-term growth and loyalty.

📋 Description

• 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

• 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

• 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