Abrigo

Technical Account Management Consultant

Abrigo$90K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Excellent communication and relationship management skills
  • Strong analytical skills with software configuration experience
  • Experience in the financial or banking industry preferred
  • Proven track record in managing customer relationships
  • Bachelor's degree required; additional certifications or MBA preferred
  • Prior knowledge of Sageworks Loan Origination System is a plus
  • Ability to thrive in a dynamic, cross-functional environment

Responsibilities

  • Advocate for clients' technical needs while aligning system use with their business goals
  • Provide ongoing, consultative guidance through check-ins and usage analysis
  • Conduct optimization engagements to enhance system performance
  • Monitor customer usage trends, identify risks, and suggest improvements
  • Facilitate inter-team communication to address client issues promptly
  • Maintain knowledge of the Sageworks Loan Origination platform and its features
  • Collaborate with various internal teams to ensure client satisfaction and value
  • Manage engagement time for services in line with client agreements
  • Share insights from client interactions to inform internal product development
  • Travel up to 50% for onsite engagements as required

Benefits

  • Market competitive total rewards package
  • Opportunity to be part of a mission-driven company
  • Chance to make impactful contributions
  • Comprehensive health benefits with HSA option
  • Flexible PTO and bank holidays
  • 401(k) plan with company matching
Full Job Description
Abrigo is seeking a consultative, client-centric, and technically skilled Technical Account Management (TAM) Consultant to serve as a trusted advisor for financial institutions using our Sageworks Loan Origination solution. This position offers the opportunity to build strategic, long-term partnerships by providing proactive technical guidance, system optimization, and best practice recommendations. The TAM Consultant will report to the Director of Advisory Services and collaborate closely with Sales, Client Success, Implementation, Integration, Client Education, Project Management, and Support teams to help customers maximize the value of their investment and continuously improve their use of the system. This position will be based in Raleigh, NC, Austin, TX, or remotely. What You'll Do: • Serve as a primary technical advisor and advocate for a dedicated set of clients, aligning configurations and system use with customer goals and evolving business needs. • Provide proactive, consultative guidance through regularly scheduled check-ins, ongoing analysis of system utilization, and strategic recommendations. • Lead recurring or one-time optimization engagements by conducting in-depth configuration and usage reviews and delivering actionable insights to enhance efficiency and performance. • Monitor customer adoption and usage trends, identifying risks or opportunities for training, configuration changes, or additional services. • Facilitate communication across internal Abrigo teams on behalf of customers to resolve issues, clarify roadmap items, and ensure timely support and resolution. • Maintain a thorough knowledge of the Sageworks Loan Origination platform and remain up to date with new features and enhancements. • Collaborate cross-functionally with Sales, Product, Support, and Client Success teams to ensure a seamless customer experience and drive value realization. • Help manage time allocation for recurring service tiers (e.g., 4 or 8 hours/month), tracking efforts to ensure meaningful engagement within scope. • Deliver insights gathered during optimization or recurring reviews back to internal teams to improve product design, documentation, and service offerings. • Travel up to 50% as needed for onsite optimizations or strategic planning sessions. What You'll Need: • Excellent communication, relationship management, and consultative skills • Strong analytical skills and experience with software configuration or optimization • Experience working with financial institutions or in a banking/lending environment preferred • Proven ability to manage customer relationships and prioritize competing demands • Bachelor's Degree required; additional certifications or MBA preferred • Prior knowledge and experience operating in the Sageworks Loan Origination System; preferred • Comfort navigating a dynamic environment with cross-functional collaboration What You'll Get: • Market competitive total rewards package • To be part of the Heart & SOUL of a winning company with an inspiring mission • The opportunity to Make Big Things Happen • Competitive salary along with full health benefits with an HSA option • Flexible PTO and bank holidays • 401(k) plan and company match

About Abrigo

Abrigo is a banking software company that provides solutions for financial institutions. The company was founded in 2018 through the merger of three companies: Sageworks, MainStreet Technologies, and Banker's Toolbox. Abrigo's software helps banks and credit unions manage risk, comply with regulations, and improve their lending processes. The company serves over 2,500 financial institutions across the United States and has offices in Texas, North Carolina, and California. Abrigo is committed to innovation and has recently launched a new platform that uses artificial intelligence to improve lending decisions.
Learn more about Abrigo
Size
500 employees
Industry
Founded
2018

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