Strategic Technical Account Manager – FinTech Platform

Totalexpert; United States; Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Medical

Dental

Vision

HSA

FSA

Life Insurance

Disability

Paid Time Off

401(k) match

Employee Stock Option Plan

Parental Leave

Job summary

Total Expert is seeking a Technical Account Manager to partner with financial services customers, aligning platform capabilities with business outcomes. You will blend product expertise with customer context to drive adoption, ROI, and measurable results.

The role supports hybrid work with on-site days in Dallas, TX or Minneapolis, MN and remote options for other U.S. candidates. Occasional travel may be required for strategic engagements.

Qualifications

• Experience in Technical Account Management or related customer-success role.
• Ability to translate business goals into platform execution and action.

Responsibilities

• 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 expansion and optimization opportunities as customer needs evolve.
• Lead strategic conversations with customers to align objectives with platform execution.
• Provide actionable recommendations based on data insights and best practices.
• Document project requirements, actions, outcomes and ROI deliverables.

Skills

Technical Account Mgmt

Customer success

Stakeholder management

Strong communication

Analytical thinking

Tools

Mortgage Tech (LOS, POS, PPE, CRM)

APIs

BI tools

Data integration

CRM

Job description

Total Expert is seeking a Technical Account Manager to partner with financial services customers, aligning platform capabilities with business outcomes. You will blend product expertise with customer context to drive adoption, ROI, and measurable results.

The role supports hybrid work with on-site days in Dallas, TX or Minneapolis, MN and remote options for other U.S. candidates. Occasional travel may be required for strategic engagements.