• This role combines deep technical expertise with strong relationship management skills to drive product adoption, customer satisfaction, and business outcomes in a high-growth environment
• Own the technical relationship with assigned enterprise accounts post-sales, serving as the primary point of contact for technical implementation, integration, and optimization
• Develop and execute technical account plans that align our solutions with customers' business objectives and technical environment
• Lead client onboarding, solution design, implementation, and integration projects, collaborating with customers' technical teams and internal engineering resources
• Create and deliver training programs for customer teams
• Proactively identify and resolve technical challenges before they impact customer satisfaction
• Conduct review sessions and health checks to ensure optimal platform utilization
• Monitor customer technical metrics and usage patterns to identify opportunities for expanded adoption
• Partner with Product and Engineering teams to advocate for customer needs and provide market feedback
• Document best practices and contribute to internal knowledge base
• Guide customers through platform updates, new feature releases, and technical changes
• Technical implementation success rates
• Time-to-value for new customers
• Customer satisfaction and NPS scores
• Product adoption metrics
• Technical issue resolution times

Customer health scores

• Proven track record at early-stage startups (50-200 employees)
• Minimum 5 year tenure in previous positions, demonstrating stability and impact
• Strong technical background with understanding of APIs, integrations, data workflows, and enterprise software architecture
• Enterprise account management or customer management experience essential
• Strong analytical and problem-solving capabilities
• Outstanding communication skills with ability to explain technical concepts to various audiences

Bachelor's degree in Computer Science, Engineering, or related field (or equivalent experience)

5+ years of experience in technical customer success, solutions engineering, or similar customer-facing technical role within B2B SaaS, Mortgage, or Lending

• Customer retention and expansion rates
• Revenue growth within accounts
• Competitive salary and equity package
• Fully Remote
• Health, dental, and vision benefits
• 401(k)
• Flexible time off
• Regular team events and collaboration opportunities
• Work with cutting-edge technology and innovative customers
• Learn from experienced leadership team from top tech companies
• High-impact role with clear growth trajectory

Opportunity to shape the future of financial data access $140,000 - $190,000 a year