Technical Account Manager

• Serve as a trusted partner to financial services customers, helping them maximize platform value through strategic guidance, technical enablement, and ongoing optimization
• Act as the technical expert on customer use cases, configuration, and technology stacks
• Deliver structured, outcome-focused engagements that drive platform usage and customer value
• Identify and guide expansion and optimization opportunities
• Conduct usage reviews and platform audits to maximize ROI and value
• Lead strategic customer conversations aligning business objectives with platform execution
• Provide actionable recommendations based on data insights, technical design, and industry best practices, taking action on behalf of customers where possible
• Document projects, including requirements, actions, outcomes, and ROI-related deliverables
• Partner with CSMs and customers to build mutually agreed-upon success plans supporting retention and growth
• Advocate internally for customer needs with Product and Engineering teams
• Participate in strategic planning, roadmap discussions, and Executive Business Reviews
• Maintain detailed account activity and engagement records in customer-success tools
• Share field insights, scalable solutions, and best practices across the organization
• Improve delivery playbooks, engagement models, consulting frameworks, and internal processes
• Occasional travel for strategic customer engagements

• 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
• 3+ years in a Technical Account Management, Implementation, or Customer Success role (preferred qualification)
• Experience supporting financial institutions, mortgage lenders, or fintech companies (preferred qualification)
• Familiarity with Mortgage Tech (LOS, POS, PPE, CRM), APIs, BI tools, and data integration models (preferred qualification)
• Background in a SaaS billable utilization framework, delivering structured customer engagements with measurable outcomes (preferred qualification)
• Must be authorized to work for any employer in the United States
• Employer visa sponsorship is unavailable

Demonstrates expertise in Technical Account Management and Customer Success, focusing on maximizing platform value for financial services customers through strategic guidance and technical enablement. Proficient in managing multi-stakeholder engagements and delivering measurable outcomes in complex environments.

• Technical Account Management
• Customer Success
• Financial Services Experience
• Data Integration Models
• Microsoft Excel

• Technical Account Management
• Customer Success
• Data Integration Models
• SaaS Framework
• Process Documentation
• APIs
• BI Tools
• Mortgage Tech
• Engagement Models
• Outcome-Focused Engagements

• Critical Thinking
• Communication Skills
• Organization Skills
• Time Management
• Proactive Mindset

• Financial Institutions
• Mortgage Lenders
• Fintech Companies
• Multi-Stakeholder Engagements
• Complex Industries

• Microsoft Excel
• Microsoft Power Point
• Customer-Success Tools