Technical Account Manager

Jobtailor

Minnesota

On-site

USD 90,000 - 130,000

Full time

4 days ago

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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

Serve as a trusted partner to financial services customers, helping them maximize platform value through strategic guidance, technical enablement, and ongoing optimization
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 business objectives with platform execution
Provide actionable recommendations based on data insights, technical design, and industry best practices, taking action on behalf of customers where possible
Document projects, including requirements, actions, outcomes, and ROI-related deliverables
Partner with CSMs and customers to build mutually agreed-upon success plans supporting retention and growth
Advocate internally for customer needs with Product and Engineering teams
Participate in strategic planning, roadmap discussions, and Executive Business Reviews
Maintain detailed account activity and engagement records in customer-success tools
Share field insights, scalable solutions, and best practices across the organization
Improve delivery playbooks, engagement models, consulting frameworks, and internal processes
Occasional travel for strategic customer engagements

Requirements

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
3+ years in a Technical Account Management, Implementation, or Customer Success role (preferred qualification)
Experience supporting financial institutions, mortgage lenders, or fintech companies (preferred qualification)
Familiarity with Mortgage Tech (LOS, POS, PPE, CRM), APIs, BI tools, and data integration models (preferred qualification)
Background in a SaaS billable utilization framework, delivering structured customer engagements with measurable outcomes (preferred qualification)
Must be authorized to work for any employer in the United States
Employer visa sponsorship is unavailable

Core Competencies

Demonstrates expertise in Technical Account Management and Customer Success, focusing on maximizing platform value for financial services customers through strategic guidance and technical enablement. Proficient in managing multi-stakeholder engagements and delivering measurable outcomes in complex environments.

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