Technical Account Manager

13 hours, 49 minutes ago
Full-time
Mid Level
Customer and Technical Support
Total Expert

Total Expert

Total Expert is a fintech company offering a purpose-built customer engagement platform for financial institutions, enabling seamless marketing, compliance, and customer relationship management to drive growth and loyalty.

Diversified Financial Services
251-1K
Founded 2012
$86M raised

Description

  • Serve as the technical expert on customer use cases, platform configuration, and technology stack.
  • Deliver structured, outcome-focused engagements that increase platform usage and customer value.
  • Identify and guide expansion and optimization opportunities as customer needs evolve.
  • Conduct usage reviews and platform audits to improve ROI and overall platform performance.
  • Lead strategic customer conversations to align business objectives with platform execution.
  • Provide actionable recommendations based on data insights, technical design, and industry best practices.
  • Document requirements, actions, outcomes, and ROI-related deliverables for customer engagements.
  • Partner with Customer Success Managers and customers to build mutually agreed-upon success plans.
  • Advocate for customer needs internally with Product and Engineering teams.
  • Participate in strategic planning, roadmap discussions, and Executive Business Reviews.

Requirements

  • 3+ years of experience in Technical Account Management, Implementation, or Customer Success.
  • Experience supporting financial institutions, mortgage lenders, or fintech companies.
  • Experience working with multi-stakeholder enterprise accounts in complex industries.
  • Familiarity with Mortgage Tech systems such as LOS, POS, PPE, and CRM.
  • Familiarity with APIs, BI tools, and data integration models.
  • Background in a SaaS billable utilization framework delivering structured customer engagements with measurable outcomes.
  • Strong critical thinking and communication skills.
  • Excellent organization, time management, and documentation skills.
  • High proficiency in Microsoft Excel and PowerPoint.
  • Must be authorized to work for any employer in the U.S. and cannot require visa sponsorship.

Benefits

  • Base salary range of $85,000 to $95,000 annually.
  • Eligible for an annual discretionary bonus based on company performance and other factors.
  • Eligible to participate in the Employee Stock Option Plan.
  • Medical, Dental, and Vision insurance.
  • HSA and FSA accounts.
  • Company-paid Life Insurance, Short-Term Disability, and Long-Term Disability coverage.
  • Flexible Time-Off (FTO).
  • Paid Parental Leave and 401(k) with employer match.

Interested in this position?

Apply directly on the company website

Apply Now

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