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
