Total Expert
Technical Account Manager
Remote Technical Account Management role with clear candidate location fit.
PostedJun 7, 2026
Eligible countries1 accepted country
Seniority signalLead
Work settingRemote
Accepted candidate locations
USA
Role overview
Technical Account Manager
Requirements and responsibilities
Readable role content extracted into sections for faster review.
What you’ll be doing:
- 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
What you’ll be doing:
- 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
What you’ll be doing:
- 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
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