{"id":553288,"url":"https://alion.io/job/total-expert-technical-account-manager","title":"Technical Account Manager","company":{"id":4890,"name":"Total Expert","domain":"totalexpert.com","url":"https://alion.io/company/total-expert","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":null},"role":"Solutions","role_family":"Solutions","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":85000,"max":95000,"currency":"USD","period":"year","gross":null,"usd_annual":95000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":true,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-09-04T16:55:28Z","employer_posted_date":"2026-09-04","last_verified_at":"2026-11-04T11:42:54Z","board_verified":true,"closed_at":null,"days_open":60,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":60},"description":"Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.\nThe Technical Account Manager (TAM) at Total Expert is a trusted partner to our financial services customers, helping them maximize the value of the platform through strategic guidance, technical enablement, and ongoing optimization. TAMs serve by combining product expertise with a deep understanding of customer goals, business context, and technology landscape.\nThis role bridges the gap between strategic vision and practical execution, delivering consistent, high-quality engagements that are grounded in best-practices that will drive adoption, operational efficiency, and measurable outcomes. The ideal candidate brings a proactive, service-minded approach and is energized by the opportunity to help customers make critical financial decisions that shape their lives.\nFor candidates based in the Dallas, TX or Minneapolis, MN area, the position follows a hybrid schedule with 3 on-site days per week. This position would be remote for qualifying candidates residing outside of those areas.\nWhat you’ll be doing:\nFeature Adoption & Platform Strategy\nBe the technical expert on customer use cases, configuration and tech stack\nDeliver structured, outcome-focused engagements that drive platform usage and customer value\nIdentify and guide expansion and optimization opportunities as customer needs evolve\nConduct usage reviews and platform audits to maximize ROI/value\nLead strategic conversations with Customer to align business objectives with platform execution\nProvide actionable recommendations based on data insights, technical design, and industry best practices, taking said action on behalf of the customer, where possible\nDocument the project, including requirements, actions, outcomes and ROI-related deliverables\nStakeholder Collaboration & Advocacy\nPartner with CSMs and Customers to build mutually agreed-upon success plans that drive high-value engagements, resulting in retention and growth\nAdvocate internally for customer needs and serve as a voice to Product and Engineering teams\nParticipate in strategic planning, roadmap discussions, and Executive Business Reviews\nMaintain detailed records of account activity and engagement history in CS tools\nInternal Enablement & Continuous Improvement\nShare field insights, scalable solutions, and best practices across the organization\nContribute to improving delivery playbooks, engagement models, and consulting frameworks\nHelp refine internal processes to ensure TAM activities are efficient, impactful, and measurable\nOccasional travel may be required for strategic customer engagements\nWhat we are looking for:\nAbility to operate independently with a proactive, customer-first mindset\nBias for action and urgency\nPassion for helping organizations adopt technology and achieve measurable success\nExperience working with multi-stakeholder, enterprise accounts in complex industries\nStrong critical thinking and communication skills-capable of translating strategy into action\nComfortable managing multiple projects and priorities within a dynamic environment\nExcellent organization, time management, and documentation skills\nHigh proficiency in Microsoft Excel, PowerPoint, and process documentation\nPreferred Qualifications:\n3+ years in a Technical Account Management, Implementation, or Customer Success role\nExperience supporting financial institutions, mortgage lenders, or fintech companies\nFamiliarity with Mortgage Tech (LOS, POS, PPE, CRM), APIs, BI tools, and data integration models\nBackground in a Saas billable utilization framework, delivering structured customer engagements with measurable outcomes\nCompensation/Benefits: The anticipated base salary range for this role is $85,000 - $95,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. This position is also eligible for an annual discretionary bonus based on company performance and other factors. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including 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, and 401(k) with employer match.\nApplicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.","description_format":"text","description_chars":4811,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Life insurance","Parental leave"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["CRM Software","Marketing Automation","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-08T18:14:27Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 2","filings_12m":2,"filings_prev_12m":0,"green_card_filings_12m":0,"median_offered_wage_usd":112500,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":23,"band":"cold","label":"Long shot","p_open":1,"p_active":0.644,"p_room":0.36,"age_days":60,"expected_fill_days":36,"reasons":["conf:4","win:tail","crowd:"],"computed_at":"2026-11-04T06:34:25Z"},"pay":{"stated_usd_annual":95000,"is_top_pay":false},"html_url":"https://alion.io/job/total-expert-technical-account-manager","json_url":"https://alion.io/job/total-expert-technical-account-manager.json","meta":{"generated_at":"2026-11-04T15:42:05Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":24046,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4890},"rest":"https://alion.io/mcp/rest/get_company?id=4890"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftotal-expert-technical-account-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftotal-expert-technical-account-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftotal-expert-technical-account-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/total-expert-technical-account-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftotal-expert-technical-account-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":553288}},{"tool":"search_jobs","arguments":{"company":"totalexpert.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":553288},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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