Technical Account Manager
New
Remote, USFull-TimeMiddle
Salary85,000 - 95,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 3+ years
- Required Skills
- Microsoft ExcelRESTful APIsCustomer SuccessSaaSPowerPoint
Requirements
- 3+ years in a Technical Account Management, Implementation, or Customer Success role
- Experience working with multi-stakeholder, enterprise accounts in complex industries
- High proficiency in Microsoft Excel, PowerPoint, and process documentation
- 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
- Strong critical thinking and communication skills
- Ability to operate independently with a proactive, customer-first mindset
- Comfortable managing multiple projects and priorities within a dynamic environment
Responsibilities
- 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
- Advocate internally for customer needs and serve as a voice to Product and Engineering teams
- Contribute to improving delivery playbooks, engagement models, and consulting frameworks
View Full Description & ApplyYou'll be redirected to the employer's site
