Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables financial services organizations to create customers or members for life by re-humanizing complex financial decisions. Backed by Emergence Capital.
About the role
The mandate for this role is to build on the foundation already in place and take it to a durable growth engine: one that compounds by continuously expanding what the team is capable of delivering, creating additional customer demand. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Delivery economics: Capacity planning, utilization and backlog management in a billable or subscribed-hours model, with the analytical ability to build both the value case and the staffing case
- AI leverage: Demonstrated use of AI and automation to expand what a delivery team can take on, not merely to reduce effort. This includes familiarity with agentic or MCP-style tooling
- Cross-functional range: Partnering with Finance and Sales on pricing and packaging, and holding clear scope boundaries with Professional Services
- Executive presence: Working with high-profile, strategic customers at the executive level, including ownership of escalations and difficult commercial conversations
- People development: People management and development grounded in accountability, continuous learning and improvement, including building technical skill in others, not only managing their workload
- Up to 10% travel
More about this role
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.
Technical Account Management is one of three pillars of Total Expert's Customer Success organization, alongside Customer Success Management and Customer Success Operations. The TAM team brings technical depth inside accounts and delivers Admin Copilot, Total Expert's subscription-based technical services offering sold in time blocks.
The mandate for this role is to build on the foundation already in place and take it to a durable growth engine: one that compounds by continuously expanding what the team is capable of delivering, creating additional customer demand.
We are looking for a leader who runs this like a business: owns the growing recurring revenue, builds delivery capability ahead of demand, uses AI and Total Expert extensibility toolsets to expand what a subscribed hour can accomplish, and makes realized value so visible that...
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