About the role
At Total Expert, the Director of Technical Account Management leads the Technical Account Management (TAM) team within the Customer Success organization, which supports financial services clients using their Customer Operating System platform. This role focuses on growing the Admin Copilot subscription service, a technical offering that includes integrations, automation, data hygiene, and platform optimization. The director manages the team remotely across the US, with hybrid work for those near Dallas or Minneapolis.
Day-to-day responsibilities include owning the Admin Copilot revenue line, driving customer expansion through technical service delivery, and converting legacy support models into scalable subscription offerings. The director partners with sales, finance, and professional services to align pricing and service boundaries. They also lead continuous capability growth by incorporating AI tools and productizing repeatable technical solutions to enhance service efficiency and scope.
The role requires deep technical knowledge of the Total Expert platform and its extensibility to set high standards for the team’s technical competency and delivery quality. The director oversees capacity planning, ensures consistent execution, and builds AI-enabled reporting to demonstrate value to customers. They also lead hiring and organizational design to scale the TAM team and expand the service catalog, aiming to make Admin Copilot a durable growth engine within the company.