At Digital Onboarding, we help financial institutions activate new accounts and deepen customer relationships through personalized digital engagement. Our platform empowers banks and credit unions to educate, cross-sell, and retain customers in a scalable, measurable way.
We’re looking for a Technical Account Manager (TAM) to join our growing Customer Success team. This person will bridge the gap between customer-facing success and technical implementation. You’ll work directly with customers, primarily banks and credit unions, to guide them through complex integrations, troubleshoot issues, and ensure their success with the Digital Onboarding platform.
What You’ll Do- Own the technical onboarding process: Guide financial institution clients through technical setup and integrations, ensuring timelines and deliverables are met.
- Data integration & manipulation: Work with customer data files (CSV, SFTP, APIs, secure file transfers), validate and troubleshoot data, and help configure data workflows into the platform.
- Domain & DNS setup: Configure custom domains, subdomains, SSL certificates, and DNS records to enable secure communications and branded experiences.
- Troubleshoot with creativity: Diagnose and resolve technical issues across environments: data mismatches, file formatting, API connectivity, authentication, campaign delivery, and think proactively about “what could go wrong.”
- Project manage: Serve as the primary technical lead during onboarding, coordinating tasks across customers, internal teams, and vendors to keep projects moving forward.
- Customer-facing leadership: Be the trusted technical advisor for customers, explaining complex concepts in a clear, empathetic way to non-technical stakeholders.
- Cross-team collaboration: Partner with Product, Engineering, Support and Customer Success Managers (CSMs) to escalate issues, provide feedback, and ensure customer needs are met.
- Documentation & process improvement: Create client-facing technical documentation, internal playbooks, and continuously refine implementation processes.
Technical skills
- Strong understanding of data management (file formats, secure transfers, data validation, troubleshooting).
- Familiarity with networking concepts and DNS configuration (CNAME, TXT, SPF, DKIM).
- Hands-on experience with web technologies (HTTP, APIs, SSL, domains, certificates).
- Comfortable with light scripting or data wrangling (Excel, SQL, Python, or similar).
- Experience troubleshooting integrations across SaaS platforms.
Professional skills
- Excellent project management skills: able to plan, prioritize, and deliver against multiple onboarding timelines.
- Strong communication skills: can translate technical concepts into customer-friendly explanations.
- Creative problem solver: sees around corners, identifies risks early, and proposes solutions.
- Customer-first mindset: highly empathetic, professional, and proactive in building trust with financial institution clients.
- Ownership: takes initiative, drives projects to completion, and follows through.
- Collaborative: works seamlessly across customer, success, and engineering teams.
Preferred background
- Experience in SaaS or fintech environments.
- Prior work with financial institutions, especially banks and credit unions.
- Familiarity with customer onboarding or technical account management in a SaaS company.
- Comfort with regulated environments, security, and compliance considerations.
- Make an impact – Help reshape how banks and credit unions connect with the people they serve
- Work with heart – Join a mission-driven team that values collaboration, curiosity, and transparency
- Grow your career – Receive mentorship, training, and opportunities to move up in a fast-growing company
- Enjoy flexibility – Remote-first environment, unlimited PTO, and benefits designed for modern life
Top Skills
What We Do
The Digital Onboarding adoption platform helps banks and credit unions turn account openers into engaged and profitable relationships. With personalized messages, microsites, and enrollment tools, the platform makes it easy to:
◆ Enroll in direct deposits in seconds
◆ Update default payment methods at multiple merchants at once
◆ Accept pre-approved offers with an eSignature
◆ Enroll in eStatements & Courtesy Pay without logging in
◆ Retrieve account & member numbers online
◆ Opt-in to email & text messages
◆ Adopt additional products
◆ And more!
Banks and credit unions can easily track product and service adoption rates and compare their performance to 100+ institutions using the platform. The platform enables institutions to deliver highly personalized communications that are more effective and efficient than traditional welcome kits, mailers, basic emails, and phone calls.
The platform was named the Salesforce Accelerate Pitch Competition Winner, FIS Fintech Accelerator MVP Award Winner, Mass Challenge Silver Award Winner, and CreditUnion.com’s Innovation Series Winner (Digital).
