Strategic Technical Account Manager - Remote

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

Benefits offered by this job

Medical

Dental

Vision

HSA

FSA

Life Insurance

Short-Term Disability

Long-Term Disability

Flexible Time-Off

Parental Leave

401(k) with employer match

Job summary

Total Expert is seeking a Technical Account Manager to partner with financial services customers, delivering strategic guidance, technical enablement, and ongoing optimization. You will combine product expertise with customer context to drive adoption and measurable outcomes.

The role blends hands-on technical leadership with executive collaboration, requiring a proactive, customer-first mindset and experience in complex, multi-stakeholder environments.

Qualifications

• 3+ years in Technical Account Management, Implementation, or Customer Success
• Experience with enterprise accounts in finance/fintech
• Strong communication and documentation skills
• Ability to translate strategy into 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 and guide expansion and optimization opportunities as customer needs evolve
• Conduct usage reviews and platform audits to maximize ROI/value
• Lead strategic conversations with customers to align business objectives with platform execution
• Document project requirements, actions, outcomes and ROI-related deliverables
• Occasional travel may be required for strategic engagements

Skills

3+ years TAM/CS/implementation

Strong communication

Tools

Mortgage Tech (LOS, POS, PPE, CRM)

APIs

BI tools

Data integration models

Job description

Total Expert is seeking a Technical Account Manager to partner with financial services customers, delivering strategic guidance, technical enablement, and ongoing optimization. You will combine product expertise with customer context to drive adoption and measurable outcomes.

The role blends hands-on technical leadership with executive collaboration, requiring a proactive, customer-first mindset and experience in complex, multi-stakeholder environments.