Related skills
crm excel apis data integration bi tools📋 Description
- Be the technical expert on customer use cases, configuration and tech stack
- Deliver structured engagements to drive platform adoption and value
- Identify expansion opportunities and optimization as needs evolve
- Conduct usage reviews and platform audits to maximize ROI
- Lead strategic conversations aligning objectives with platform execution
- Document actions, outcomes, and ROI deliverables
🎯 Requirements
- Independent, proactive, customer-first mindset
- Bias for action and urgency
- Experience with enterprise, multi-stakeholder accounts
- 3+ years in Technical Account Management, Implementation, or Customer Success
- Familiarity with Mortgage Tech (LOS, POS, PPE, CRM), APIs, BI tools
- Proficiency in Excel, PowerPoint, and process documentation
🎁 Benefits
- Base salary $85,000-$95,000 annually with discretionary bonus
- Employee Stock Option Plan
- Medical, Dental, Vision, HSA, FSA
- Life Insurance, Short-Term & Long-Term Disability
- Flexible Time-Off & Paid Parental Leave
- 401(k) with employer match
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