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 expansion becomes the customer's idea.
Technical depth is the raw material of this offering. What customers subscribe to (integrations, journey automation creation and optimization, data hygiene, reporting, and platform optimization) is technical work, so the ceiling on what we can sell is the ceiling on what this team can competently build. This leader is expected to know the Total Expert platform and its extensibility surface deeply enough to see what is possible, and to raise the team's technical bar deliberately and continuously.
For candidates based in the Coppell, TX or Minneapolis, MN area, the position follows a hybrid schedule with 3 on-site days per week. This position would be remote for qualifying candidates residing outside of those areas.
What you'll be doing
Grow Admin Copilot into a scaled subscription business
- Own the Admin Copilot revenue line (contracted CARR, net time-block expansion, and retention of subscribed blocks) and forecast it within CS with the same rigor as any other recurring subscription service.
- Drive expansion as a repeatable motion: surface accounts consuming beyond their subscribed blocks, quantify the value already delivered, and partner with CSMs and Sales to convert that demand into additional blocks well ahead of renewal.
- Lead the conversion of legacy "designated TAM" and POD-funded work into support functions or paid, papered services that deliver value customers are willing to subscribe to, migrating remaining accounts onto the Admin Copilot model without destabilizing the relationship.
- Partner with Finance, Sales and Professional Services on pricing, packaging, rate and ARR tracking, including resolving scope overlap with Professional Services and establishing a clear ownership line.
Continuously expand team capability and the service catalog
- Expand the scope of what Admin Copilot delivers, shifting the team from reactive configuration support toward proactive optimization. Every new cap