Technical Account Manager

3 hours, 19 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 for customer use cases, platform configuration, and technology stacks.
  • Deliver structured engagements that increase platform usage and customer value.
  • Conduct usage reviews and platform audits to maximize ROI.
  • Lead strategic discussions that align customer business objectives with platform execution.
  • Identify optimization and expansion opportunities as customer needs evolve.
  • Provide data-driven recommendations based on technical design and industry best practices.
  • Document project requirements, actions, outcomes, and ROI-related deliverables.
  • Partner with Customer Success Managers and customers on success plans supporting retention and growth.
  • Advocate for customer needs with Product and Engineering teams and participate in roadmap discussions and Executive Business Reviews.
  • Share field insights and improve delivery playbooks, engagement models, and internal processes.

Requirements

  • Proactive, customer-first mindset with the ability to work independently.
  • Strong bias for action, critical thinking, and communication skills.
  • Experience supporting multi-stakeholder enterprise accounts in complex industries.
  • Ability to manage multiple projects and priorities in a dynamic environment.
  • Excellent organization, time management, and documentation skills.
  • High proficiency in Microsoft Excel, PowerPoint, and process documentation.
  • 3+ years of experience in Technical Account Management, Implementation, or Customer Success preferred.
  • Experience supporting financial institutions, mortgage lenders, or fintech companies preferred.
  • Familiarity with mortgage technology platforms such as LOS, POS, PPE, and CRM; APIs, BI tools, and data integration models preferred.
  • U.S. work authorization required; visa sponsorship is not available.

Benefits

  • Base salary of $85,000–$95,000 annually.
  • Annual discretionary bonus based on company performance and other factors.
  • Eligibility for the Employee Stock Option Plan.
  • Medical, dental, vision, HSA, and FSA benefits.
  • Company-paid life insurance and short- and long-term disability coverage.
  • Flexible Time-Off and paid parental leave.
  • 401(k) with employer match.
  • Hybrid schedule with three on-site days per week in Dallas or Minneapolis; remote work available for qualifying candidates elsewhere.

Interested in this position?

Apply directly on the company website

Apply Now

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