Technical Account Manager
New
T
Total ExpertFinancial Services, Fintech
Remote, USFull-TimeMiddle
Salary$85,000 - $95,000 annually
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Job Details
- Experience
- 3+ years
- Required Skills
- Project ManagementMicrosoft ExcelRESTful APIsCustomer SuccessSaaSPowerPoint
Requirements
- 3+ years of experience in Technical Account Management, Implementation, or Customer Success.
- Experience working with multi-stakeholder, enterprise accounts in complex industries.
- 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.
- High proficiency in Microsoft Excel, PowerPoint, and process documentation.
- Proven ability to operate independently with a proactive, customer-first mindset.
- Strong critical thinking and communication skills.
- Experience managing multiple projects and priorities within a dynamic environment.
Responsibilities
- Serve as the technical expert on customer use cases, platform configuration, and tech stack.
- Deliver structured, outcome-focused engagements to drive platform usage and customer ROI.
- Identify and guide expansion and optimization opportunities.
- Conduct usage reviews and platform audits to maximize value.
- Lead strategic conversations to align business objectives with platform execution.
- Provide actionable recommendations based on data insights and industry best practices.
- Partner with CSMs to build success plans and advocate for customer needs internally.
- Document projects, requirements, actions, and engagement history.
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