Deliver the Perfect Customer Journey
Technical Account Manager
Location
United States
Posted
12 days ago
Salary
$85K - $95K / year
Job Description
Job 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
- Experience supporting financial institutions, mortgage lenders, or fintech companies
- Familiarity with Mortgage Tech (LOS, POS, PPE, CRM), APIs, BI tools, and data integration models
- Background in a Saas billable utilization framework, delivering structured customer engagements with measurable outcomes
Benefits
- Medical
- Dental
- Vision
- HSA (Health Savings Account)
- FSA (Flexible Spending Accounts)
- Company paid Life Insurance
- Short-Term Disability
- Long-Term Disability
- Flexible Time-Off (FTO)
- Paid Parental Leave
- 401(k) with employer match
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