Strategic Tech Account Manager for FinTech & Mortgage

Jobtailor; Minnesota; On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a Technical Account Manager to partner with financial services customers, delivering strategic guidance and technical enablement. You will lead multi-stakeholder engagements, translate strategy into action, and drive measurable outcomes across complex environments.

Ideal candidates have 3+ years in TAM/CS roles, experience with mortgage tech, APIs, BI tools, and data integration, and are authorized to work in the United States without visa sponsorship.

Qualifications

• 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 with multi-stakeholder, enterprise accounts in complex industries.
• Strong critical thinking and communication skills—translating strategy into action.
• Comfortable managing multiple projects and priorities in dynamic environments.
• Excellent organization, time management, and documentation skills.
• High proficiency in Excel, PowerPoint, and process documentation.
• 3+ years in a Technical Account Management, Implementation, or Customer Success role (preferred).
• Experience supporting financial institutions, mortgage lenders, or fintech (preferred).
• Familiarity with Mortgage Tech, APIs, BI tools, and data integration models (preferred).
• Background in SaaS billable utilization framework with structured engagements (preferred).
• Authorized to work in the United States; visa sponsorship unavailable.

Responsibilities

• Serve as a trusted partner to financial services customers, guiding platform value and strategic enablement.
• 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 objectives with platform execution.
• Provide actionable recommendations based on data insights and industry best practices.
• Document projects with requirements, actions, outcomes, and ROI deliverables.
• Partner with CSMs and customers to build mutually agreed success plans for retention and growth.
• Advocate internally for customer needs with Product and Engineering teams.
• Participate in strategic planning, roadmaps, and Executive Business Reviews.
• Maintain detailed account activity in customer-success tools.
• Share field insights, scalable solutions, and best practices across the organization.
• Improve delivery playbooks, engagement models, and internal processes.
• Occasional travel for strategic engagements.

Skills

Technical Account Management

Customer Success

Data Integration Models

SaaS Framework

Process Documentation

APIs

BI Tools

Mortgage Tech

Engagement Models

Outcome-Focused Engagements

Tools

Microsoft Excel

Microsoft PowerPoint

Customer-Success Tools

Job description

Jobtailor is seeking a Technical Account Manager to partner with financial services customers, delivering strategic guidance and technical enablement. You will lead multi-stakeholder engagements, translate strategy into action, and drive measurable outcomes across complex environments.

Ideal candidates have 3+ years in TAM/CS roles, experience with mortgage tech, APIs, BI tools, and data integration, and are authorized to work in the United States without visa sponsorship.