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Technical Account Management Consultant

Remote, USA Full-time Posted 2026-07-28
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<p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;font-weight: reputed company;">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><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;">reputed company is</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">seeking</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">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</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">providing</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">proactive technical guidance, system optimization, and best reputed company recommendations.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;">The TAM Consultant will report to the</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">Director of Advisory Services</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">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.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">This position will be based in Raleigh, NC, Austin, TX, or remotely.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt 0.0pt 8.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;font-weight: reputed company;">What You'll Do:</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;font-weight: reputed company;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><ul><li><reputed company style="font-family: Inter;font-size: 11.0pt;">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><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">reputed company proactive, consultative guidance through regularly scheduled reputed company-ins, ongoing analysis of system</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">utilization, and strategic recommendations.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">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.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Monitor</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">customer adoption and usage trends,</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">identifying</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">risks or opportunities for training, configuration changes, or</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">additional</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">services.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Facilitate</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">communication across internal reputed company teams on behalf of customers to resolve issues, clarify roadmap items, and ensure</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">reputed company</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">support and reputed company.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Maintain</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">a thorough knowledge of the Sageworks Loan Origination platform and remain up to date with new features and enhancements.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Collaborate cross-functionally</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">with Sales, Product, Support, and reputed company reputed company teams to ensure </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">a seamless</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> customer experience and drive value realization.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Help manage time allocation for recurring service tiers (e.g., 4 or 8 hours/month), tracking efforts to ensure meaningful engagement reputed company scope.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Deliver insights gathered during optimization or recurring reviews back to internal teams to improve product design, documentation, and service offerings.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Travel up to 50% as needed for onsite optimizations or strategic planning sessions.</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li></ul><p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt 0.0pt 8.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;font-weight: reputed company;">What You'll Need:</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;font-weight: reputed company;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><ul><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Excellent communication, relationship management, and consultative skills</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Strong analytical skills and experience with software configuration or optimization</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Experience working with financial institutions or in a banking/lending environment preferred</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Proven ability to manage customer relationships and prioritize competing demands</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Bachelor’s Degree</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">required;</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">additional</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">certifications or MBA preferred</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Prior knowledge and experience</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">operating</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">in the Sageworks Loan Origination System; preferred</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Comfort navigating a dynamic environment with cross-functional collaboration</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li></ul><p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt 0.0pt 8.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;font-weight: reputed company;">What You'll Get:</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;font-weight: reputed company;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><ul><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Market competitive total rewards package</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">To be part of the</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">Heart & SOUL</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">of a reputed company company with an inspiring mission</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">reputed company to</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;">reputed company Big Things Happen</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Competitive salary along with full health benefits with an HSA reputed company</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">Flexible PTO and bank holidays</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li><li><reputed company style="font-family: Inter;font-size: 11.0pt;">401(k) plan and company match</reputed company><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></li></ul><p style="font-size: 11.0pt;line-height: 116.0%;margin: 0.0pt;"><reputed company style="font-family: Inter;font-size: 11.0pt;"> </reputed company></p><p style="font-size: 10.0pt;line-height: 116.0%;margin: 0.0pt;"><reputed company style="font-family: Inter;font-size: 10.0pt;">We are an equal opportunity</reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;">employer</reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;">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><reputed company style="font-family: Inter;font-size: 10.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;">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</reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;">assistance</reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;">or an accommodation due to a disability, you may contact us at Careers@reputed company.com with the subject</reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;">line</reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;"> </reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;">accommodation.</reputed company><reputed company style="font-family: Inter;font-size: 10.0pt;"> </reputed company></p>


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