Technical Account Manager
Total Expert · United States
- Hybrid
- Full-time
- $90,000 / year
- United States
Job highlights
- Manage financial services clients as a trusted partner.
- Drive platform value through strategic guidance and technical enablement.
- Align customer goals with platform execution for measurable outcomes.
- Collaborate with internal teams and advocate for customer needs.
- Optimize platform usage and identify expansion opportunities.
About the role
Technical Account Manager
Total Expert is the Customer Operating System for financial services. Our Customer for Life Platform combines a system of context with a system of action that enables humans and AI Agents to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.About the Role
The Technical Account Manager (TAM) at Total Expert is a trusted partner to our financial services customers, helping them maximize the value of the platform through strategic guidance, technical enablement, and ongoing optimization. TAMs serve by combining product expertise with a deep understanding of customer goals, business context, and technology landscape. This role bridges the gap between strategic vision and practical execution, delivering consistent, high-quality engagements that are grounded in best-practices that will drive adoption, operational efficiency, and measurable outcomes. The ideal candidate brings a proactive, service-minded approach and is energized by the opportunity to help customers make critical financial decisions that shape their lives.What you’ll be doing:
Feature Adoption & Platform Strategy
- 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, taking said action on behalf of the customer, where possible
- Document the project, including requirements, actions, outcomes and ROI-related deliverables
Stakeholder Collaboration & Advocacy
- Partner with CSMs and Customers to build mutually agreed-upon success plans that drive high-value engagements, resulting in retention and growth
- Advocate internally for customer needs and serve as a voice to Product and Engineering teams
- Participate in strategic planning, roadmap discussions, and Executive Business Reviews
- Maintain detailed records of account activity and engagement history in CS tools
Internal Enablement & Continuous Improvement
- Share field insights, scalable solutions, and best practices across the organization
- Contribute to improving delivery playbooks, engagement models, and consulting frameworks
- Help refine internal processes to ensure TAM activities are efficient, impactful, and measurable
- Occasional travel may be required for strategic customer engagements
What we are looking for:
- 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—capable of translating strategy into action
- Comfortable managing multiple projects and priorities within a dynamic environment
- Excellent organization, time management, and documentation skills
- High proficiency in Microsoft Excel, PowerPoint, and process documentation
Preferred Qualifications:
- 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
Key skills/competency
- Technical Account Management
- Customer Success
- Platform Strategy
- SaaS
- Financial Services
- Product Expertise
- Client Relationship Management
- Problem Solving
- Communication Skills
- Project Management
Skills & topics
- Technical Account Manager
- Customer Success
- SaaS
- Financial Services
- Platform Strategy
- Client Relationship Management
- Enterprise Accounts
- Technical Enablement
- Mortgage Tech
- API Integration
- Account Management
- Customer Engagement
- Product Expertise
- Salesforce
- HubSpot
- Microsoft Excel
- Microsoft PowerPoint
- Project Management
- Business Development
- Customer Retention
How to get hired
- Tailor your resume: Highlight experience in Technical Account Management, SaaS, and financial services, emphasizing quantifiable achievements in driving platform adoption and customer success.
- Showcase technical aptitude: Emphasize proficiency in relevant tools and technologies like Microsoft Excel, PowerPoint, APIs, and BI tools, demonstrating your ability to translate strategy into action.
- Demonstrate client-facing skills: Provide examples of experience with enterprise accounts, stakeholder collaboration, and delivering outcome-focused engagements in complex industries.
- Research Total Expert: Understand their 'Customer Operating System' for financial services and how the TAM role contributes to customer value and retention.
- Prepare for behavioral questions: Be ready to discuss your proactive, customer-first mindset, bias for action, and ability to manage multiple priorities in a dynamic environment.
Technical preparation
Master customer use cases and platform configuration.,Understand financial services tech stack and APIs.,Practice data analysis and ROI calculation.,Familiarize with Mortgage Tech and SaaS frameworks.
Behavioral questions
Describe a time you drove customer value.,How do you manage multiple client priorities?,Showcase your proactive, customer-first approach.,Explain how you translate strategy into action.
Frequently asked questions
- What is the salary range for a Technical Account Manager at Total Expert?
- The anticipated base salary range for this Technical Account Manager role at Total Expert is $85,000 - $95,000 annually. The final compensation will depend on the selected candidate's qualifications and experience. Additionally, the position is eligible for an annual discretionary bonus and includes an Employee Stock Option Plan.
- What are the primary responsibilities of a Technical Account Manager at Total Expert?
- As a Technical Account Manager at Total Expert, you will act as a trusted partner to financial services clients, maximizing their platform value through strategic guidance, technical enablement, and ongoing optimization. Key duties include driving feature adoption, providing technical expertise, collaborating with stakeholders, and contributing to internal process improvements.
- What qualifications are preferred for the Technical Account Manager role at Total Expert?
- Preferred qualifications for this Technical Account Manager position include 3+ years in a Technical Account Management, Implementation, or Customer Success role. Experience supporting financial institutions, mortgage lenders, or fintech companies, along with familiarity with Mortgage Tech (LOS, POS, PPE, CRM), APIs, BI tools, and data integration models, is highly desirable.
- Does Total Expert offer remote work for the Technical Account Manager position?
- The job description mentions that occasional travel may be required for strategic customer engagements. While not explicitly stated as remote, hybrid, or on-site, the need for travel suggests a potential for flexible work arrangements. For specific details on the work arrangement, it's best to inquire directly during the application process.
- What is the application and hiring process like at Total Expert for a Technical Account Manager?
- Total Expert may use AI tools to assist in parts of the hiring process, such as reviewing applications and analyzing resumes. However, final hiring decisions are made by humans. It is recommended to tailor your resume to highlight relevant experience and be prepared for behavioral and technical assessments.
- What benefits does Total Expert provide for employees?
- Total Expert offers a competitive benefits package including Medical, Dental, Vision, HSA, FSA, company-paid Life Insurance, Short-Term and Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and a 401(k) with an employer match.
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