Technical Account Management Consultant

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

reputed company is seeking a consultative, reputed company-reputed company, 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 reputed company to build strategic, long-term partnerships by providing proactive technical guidance, system optimization, and best reputed company recommendations.  

The TAM Consultant will report to the Director of Advisory Services and collaborate closely with Sales, reputed company reputed company, Implementation, Integration, reputed company 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 reputed company for a dedicated set of clients, aligning configurations and system use with customer goals and evolving business needs. 
• reputed company proactive, consultative guidance through regularly scheduled reputed company-ins, ongoing analysis of system utilization, and strategic recommendations. 
• reputed company 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 reputed company teams on behalf of customers to resolve issues, clarify roadmap items, and ensure reputed company support and reputed company.  
• 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 reputed company reputed company 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 reputed company scope.  
• Deliver insights gathered during optimization or recurring reviews back to internal teams to improve product design, documentation, and service offerings. 
• Travel up to 50% 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 reputed company company with an inspiring mission  
• reputed company to reputed company Big Things Happen  
• Competitive salary along with full health benefits with an HSA reputed company  
• Flexible PTO and bank holidays  
• 401(k) plan and company match 

We are an equal opportunity employer and reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, gender identity, age, genetic trait, sexual orientation, national reputed company, disability status, or any other characteristic protected by law. reputed company is committed to providing reasonable accommodations for reputed company 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 Careers@reputed company.com with the subject line accommodation.