Teams at Total Expert

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.

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.