Technical Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as the technical authority on customer use cases, configurations, and technology stack.

• Facilitate structured, outcome-oriented engagements that enhance platform utilization and customer value.

• Recognize and steer expansion and optimization opportunities as customer requirements change.

• Perform usage assessments and platform evaluations to maximize ROI and value.

• Lead strategic discussions with customers to align business goals with platform execution.

• Offer actionable recommendations based on data insights, technical design, and industry best practices.

• Document the project, encompassing requirements, actions taken, outcomes, and ROI-related deliverables.

• Collaborate with Customer Success Managers (CSMs) and customers to establish mutually agreed-upon success plans that promote high-value engagements.

• Act as an internal advocate for customer needs, representing them to Product and Engineering teams.

• Engage in strategic planning, roadmap discussions, and Executive Business Reviews.

• Keep detailed records of account activities and engagement history in Customer Success tools.

• Share insights from the field, scalable solutions, and best practices throughout the organization.

• Contribute to the enhancement of delivery playbooks, engagement models, and consulting frameworks.

• Assist in refining internal processes to ensure that Technical Account Management (TAM) activities are efficient, impactful, and measurable.

• Occasional travel may be necessary for strategic customer engagements.

⛳️ Requirements

• Over 3 years of experience in Technical Account Management, Implementation, or Customer Success roles.

• Background in supporting financial institutions, mortgage lenders, or fintech companies.

• Familiarity with Mortgage Technology (LOS, POS, PPE, CRM), APIs, BI tools, and data integration models.

• Experience within a SaaS billable utilization framework, executing structured customer engagements with quantifiable outcomes.

• Ability to work independently with a proactive, customer-centric approach.

• A sense of urgency and a bias for action.

• A passion for assisting organizations in adopting technology and achieving measurable success.

• Strong critical thinking and communication skills, capable of translating strategy into actionable steps.

• Comfortable juggling multiple projects and priorities in a fast-paced environment.

• Exceptional 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