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.

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

Compensation/Benefits: The anticipated base salary range for this role is $85,000 - $95,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. This position is also eligible for an annual discretionary bonus based on company performance and other factors. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.