Technical Account Specialist

Reposted 12 Days Ago
Be an Early Applicant
2 Locations
Remote
Mid level
Fashion • Retail
The Role
The Technical Account Manager bridges customers with internal teams, focusing on pre-sales technical consultation, post-sales onboarding, and addressing technical issues to enhance customer experience.
Summary Generated by Built In

Technical Account Specialist

About the Role
We are seeking a Technical Account Specialist to act as the bridge between our customers and internal teams, including Customer Success, Sales, Support, and Engineering. This role combines client-facing support with a strong focus on CS Operations—managing data, analytics, reporting, and internal tooling—to ensure smooth onboarding, adoption, and account success.

Key Responsibilities

Client-Facing Support:

  • Partner with CSMs and Account Executives to understand customer needs and technical requirements

  • Provide guidance on integrations with APIs, webhooks, and internal systems

  • Troubleshoot and resolve technical issues impacting adoption or renewals

CS Operations & Analytics:

  • Build and maintain dashboards and reports on customer health, adoption, usage trends, churn forecasts, and other key metrics

  • Analyze data to identify patterns, provide actionable insights, and support decision-making for CSMs and leadership

  • Own or co-own CS tools (e.g., Gainsight, Totango, ChurnZero), CRM usage (Salesforce, HubSpot), integrations, automations, and data hygiene

  • Recommend and implement process improvements to optimize workflows across Customer Success, Sales, and Support

Renewals & Expansion Support:

  • Partner with CSMs on renewals and expansion opportunities, providing technical guidance and operational support

  • Participate in Executive Business Reviews or regular account check-ins to drive customer value

Technical Escalation & Collaboration:

  • Serve as an escalation point for complex technical issues

  • Collaborate with Support, Product, and Engineering to resolve high-priority incidents

  • Document solutions, workarounds, and best practices in the Knowledge Base

What You’ll Bring

Required:

  • Experience in Technical Account Management, Customer Success Operations, Solutions Engineering, or Implementation for B2B SaaS

  • Strong experience with CS tools, CRM platforms, dashboards, and reporting (e.g., Gainsight, Totango, Salesforce, Metabase, Looker)

  • Skilled at data analysis, reporting, and generating actionable insights

  • Understanding of APIs, webhooks, and common data formats (JSON, CSV, XML)

  • Excellent written and verbal communication, capable of explaining complex concepts to technical and non-technical stakeholders

  • Strong problem-solving mindset and operational focus

Nice-to-Have:

  • Experience in logistics, supply chain, or SaaS operations

  • Familiarity with SQL or scripting (Python/JS) for dashboards, reporting, or data validation

  • Experience with automation and integration tools (Zapier, Workato, etc.)


Top Skills

APIs
Csv
Hubspot
JavaScript
JSON
Looker
Metabase
Python
Salesforce
Webhooks
Workato
XML
Zapier
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The Company
New York, New York
1,098 Employees

What We Do

Custom Apparel - Screen Printing - Embroidery - Greek Goods Fresh Prints provides custom apparel and promotional products to Student Groups, Greek Organizations, University Administrations, Intramural Teams, and Individuals with localized sales managers and a growing network of referrals.

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