Technical Account Management Consultant

Abrigo; Raleigh (NC); Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Flexible PTO

HSA option

Job summary

Abrigo is seeking a technically skilled Technical Account Management Consultant to serve as a trusted advisor for financial institutions using Sageworks Loan Origination. The role focuses on proactive guidance, system optimization, and best-practice recommendations to maximize platform value.

The TAM Consultant will collaborate with Sales, Client Success, Implementation, and Support teams and may work remotely, with travel up to 10% for onsite optimizations or strategic sessions.

Qualifications

• Bachelor's degree required; MBA preferred.
• Experience with Sageworks Loan Origination system preferred.
• Experience in banking or lending environment is beneficial.

Responsibilities

• Serve as a primary technical advisor and trusted advisor for a portfolio of clients.
• Provide proactive, consultative guidance through regular check-ins and system utilization analysis.
• Lead optimization engagements with configuration reviews and actionable insights.
• Monitor adoption and usage trends; identify risks or opportunities for training or changes.
• Coordinate cross-functionally with Sales, Product, Support, and Client Success teams to ensure a seamless experience.
• Maintain up-to-date knowledge of Sageworks Loan Origination features and enhancements.
• Assist with time allocation for service tiers and ensure engagement remains within scope.
• Travel up to 10% for onsite optimizations or planning sessions.

Skills

Communication

Relationship management

Consultative

Analytical skills

Financial institutions experience

Education

Bachelor's degree

MBA preferred

Tools

Sageworks LO System

Job description

We provide technology that financial institutions use to manage risk and drive growth. Our solutions automate key processes – from anti-money laundering to fraud detection to CECL readiness to digital lending – empowering our customers by addressing their Enterprise Risk Management needs.

Abrigo is seeking a consultative, client-centric, and technically skilled Technical Account Management (TAM) Consultant to serve as a trusted advisor for financial institutions using our Sageworks Loan Origination solution. This position offers the opportunity to build strategic, long-term partnerships by providing proactive technical guidance, system optimization, and best practice recommendations.

The TAM Consultant will report to the Director of Advisory Services and collaborate closely with Sales, Client Success, Implementation, Integration, Client Education, Project Management, and Support teams to help customers maximize the value of their investment and continuously improve their use of the system. This position will be based in Raleigh, NC, Austin, TX, or remotely.

What You’ll Do:

• Serve as a primary technical advisor and advocate for a dedicated set of clients, aligning configurations and system use with customer goals and evolving business needs.
• Provide proactive, consultative guidance through regularly scheduled check-ins, ongoing analysis of system utilization, and strategic recommendations.
• Lead recurring or one-time optimization engagements by conducting in-depth configuration and usage reviews and delivering actionable insights to enhance efficiency and performance.
• Monitor customer adoption and usage trends, identifying risks or opportunities for training, configuration changes, or additional services.
• Facilitate communication across internal Abrigo teams on behalf of customers to resolve issues, clarify roadmap items, and ensure timely support and resolution.
• Maintain a thorough knowledge of the Sageworks Loan Origination platform and remain up to date with new features and enhancements.
• Collaborate cross-functionally with Sales, Product, Support, and Client Success teams to ensure a seamless customer experience and drive value realization.
• Help manage time allocation for recurring service tiers (e.g., 4 or 8 hours/month), tracking efforts to ensure meaningful engagement within scope.
• Deliver insights gathered during optimization or recurring reviews back to internal teams to improve product design, documentation, and service offerings.
• Travel up to 10% as needed for onsite optimizations or strategic planning sessions.

What You’ll Need:

• Excellent communication, relationship management, and consultative skills
• Strong analytical skills and experience with software configuration or optimization
• Experience working with financial institutions or in a banking/lending environment preferred
• Proven ability to manage customer relationships and prioritize competing demands
• Bachelor’s Degree required; additional certifications or MBA preferred
• Prior knowledge and experience operating in the Sageworks Loan Origination System; preferred
• Comfort navigating a dynamic environment with cross-functional collaboration

What You’ll Get:

• Market competitive total rewards package
• To be part of the Heart & SOUL of a winning company with an inspiring mission
• The opportunity to Make Big Things Happen
• Competitive salary along with full health benefits with an HSA option
• Flexible PTO and bank holidays
• 401(k) plan and company match

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, age, genetic trait, sexual orientation, national origin, disability status, or any other characteristic protected by law. Abrigo is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [e-mail] with the subject line accommodation.