Technical Account Manager - Remote

Overview

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.

In Short

• Be the technical expert on customer use cases and tech stack.
• Deliver structured, outcome-focused engagements.
• Identify and guide expansion and optimization opportunities.
• Conduct usage reviews and platform audits.
• Lead strategic conversations to align business objectives.
• Provide actionable recommendations based on data insights.
• Document project requirements and outcomes.
• Partner with CSMs and customers to build success plans.
• Advocate for customer needs within the organization.
• Share insights and best practices across the organization.

Requirements

• Proactive, customer-first mindset.
• Strong critical thinking and communication skills.
• Experience with multi-stakeholder, enterprise accounts.
• Excellent organization and time management skills.
• High proficiency in Microsoft Excel and PowerPoint.
• 3+ years in a Technical Account Management or Customer Success role.
• Experience supporting financial institutions or fintech companies.
• Familiarity with Mortgage Tech and APIs.
• Background in a SaaS billable utilization framework.

Benefits

• Base salary range of $85,000 - $100,000 annually.
• Annual discretionary bonus based on performance.
• Eligible for Employee Stock Option Plan.
• Medical, Dental, Vision benefits.
• Flexible Time-Off (FTO).
• Paid Parental Leave.
• 401(k) with employer match.