Jobs at Total Expert

Drive new-logo acquisition and account growth across enterprise financial services prospects. Manage complex sales cycles, territory and account strategies, pipeline generation, CRM hygiene, and cross-functional internal teams. Sell SaaS features and services to banks, credit unions, and mortgage organizations while managing accounts through prospecting, acquisition, retention, and expansion. Travel approximately 25% for customer visits and industry events.

Leads the Applications engineering organization across six product areas, partnering with the SVP Engineering on technical strategy, roadmap, delivery, quality, and execution. Manages engineering managers, develops technical leaders, builds distributed teams, raises hiring standards, drives reliability and legacy modernization, and leads major programs including an orchestration engine and Contact Service migration. Owns AI adoption, customer alignment, incident learning, organizational change, and delivery outcomes across customer-facing products.

Leads Total Expert’s Technical Account Management organization and owns Admin Copilot’s subscription revenue, expansion, delivery capacity, margins, and customer value. Builds scalable technical services, establishes platform and quality standards, applies AI and MCP tooling, oversees integrations and data initiatives, and develops TAM leaders. Partners with Sales, Finance, Product, Engineering, and Customer Success while managing strategic customer relationships, commercial escalations, and technical delivery across a growing SaaS services business.

Manage strategic relationships with mid-market SaaS customers, helping them maximize platform value, adoption, retention, and ROI. Responsibilities include leading renewals, identifying expansion opportunities, conducting business reviews, delivering training, monitoring customer health, developing executive relationships, documenting success plans, and advocating for customer needs internally. The role requires collaboration with Sales, Product, Professional Services, and Support teams, along with up to 25% travel.

Develop full-stack platform features, refactor legacy components into microservices and APIs, design scalable web services, analyze requirements, estimate work, mentor engineers, collaborate cross-functionally, and provide production support. The role requires object-oriented programming, relational databases, JavaScript or TypeScript frameworks, queuing technologies, CI/CD automation, and AI-assisted software development tools.

Leads software engineering teams building and supporting a distributed financial-services platform. Sets technical direction, participates in architecture and design, coaches engineers, improves Agile and Lean processes, and champions AI-assisted development. Oversees team performance, quality, testing, developer productivity, and professional development while remaining hands-on in debugging and complex technical decisions. Requires extensive experience with microservices, de-monolithing, software team management, AWS, relational databases, and object-oriented programming.

Leads a software engineering team delivering and supporting a customer platform. Sets technical direction, participates in architecture and design reviews, coaches engineers, drives Agile and Lean process improvements, champions AI-assisted development, and supports quality engineering through automated testing and effective team practices.

Serve as a technical partner to enterprise financial services customers, driving platform adoption, configuration, optimization, and measurable business outcomes. Conduct usage reviews, platform audits, strategic engagements, and executive business reviews while documenting requirements, actions, and ROI. Collaborate with Customer Success, Product, and Engineering teams; advocate for customer needs; share best practices; and improve delivery frameworks. Occasional travel may be required.

Manages a portfolio of Tier 4 customers by building relationships, driving platform adoption, monitoring customer health, leading business reviews, supporting renewals and expansion, and coordinating internally to resolve challenges. The role requires proactive account management, customer education, risk mitigation, strong organization, technical aptitude, and continuous development of platform and financial services expertise.

Technical leader on the Customer IQ team driving architecture and implementation of end-to-end customer data flows. Set technical direction, refactor legacy systems toward microservices/APIs, ensure data correctness, partner on automated testing and CI/CD, and translate business intent into robust, observable platform features.