or apply directly on Totalexpert's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 8 days Totalexpert's roles stay open a median of 23 days
- Reposted
- No
- Salary listed
- Yes 100% of Totalexpert's roles list one
- Ghost-job risk at Totalexpert
- low 0 stale, 1 reposted of 5 open
- Hiring momentum
- 7 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Totalexpert's own lever board since 2026-08-04. Full hiring picture for Totalexpert.
About this role
The Technical Account Manager (TAM) at Total Expert acts as a key partner for financial services customers, focusing on maximizing the platform's value through strategic guidance and technical support. Daily responsibilities include driving feature adoption, conducting usage reviews, and collaborating with stakeholders to align customer goals with platform execution. The role also involves documenting project outcomes and advocating for customer needs within the company.
- benefits
- 5/5
- freshness
- 5/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Totalexpert as an employer.
What you need
- Ability to operate independently with a proactive, customer-first mindset
- Bias for action and urgency
- Passion for helping organizations adopt technology and achieve measurable success
- Experience working with multi-stakeholder, enterprise accounts in complex industries
- Strong critical thinking and communication skills
- Comfortable managing multiple projects and priorities within a dynamic environment
Nice to have
- 3+ years in a Technical Account Management, Implementation, or Customer Success role
- 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, delivering structured customer engagements with measurable outcomes
What you get
- Base salary range of $85,000 - $95,000 annually
- Annual discretionary bonus based on company performance
- Eligible to participate in the Employee Stock Option Plan
- Medical, Dental, Vision insurance
- Health Savings Account (HSA)
- Flexible Spending Accounts (FSA)
Worth weighing
- Position is remote for candidates outside of Dallas, TX or Minneapolis, MN, which may limit in-person collaboration
- No specific mention of technology stack or tools used in the role
- Occasional travel may be required for strategic customer engagements
Summarised from Totalexpert's posting. Read the full original.
Listed by Totalexpert on their lever job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
More roles at Totalexpert
- Director, Customer SuccessRemote, US
- Associate Customer Success ManagerRemote, US