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.
Does Total Expert sponsor employment visas for the Technical Account Manager role?: No, Total Expert is unable to sponsor or take over sponsorship of an employment visa at this time. Applicants must be authorized to work for any employer in the U.S.

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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

About the Role

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.

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.

Does Total Expert sponsor employment visas for the Technical Account Manager role?

No, Total Expert is unable to sponsor or take over sponsorship of an employment visa at this time. Applicants must be authorized to work for any employer in the U.S.