Technical Account Manager

Key
Responsibilities
Strategic Account Growth
Build and manage relationships across assigned enterprise accounts.
Develop a deep understanding of customer business goals, challenges, and
priorities.
Identify opportunities for account expansion, modernization, automation, and AI
adoption.
Drive strategic conversations beyond day-to-day service delivery.

Discovery & Consulting
Conduct business discovery sessions with customers.
Understand operational pain points and process inefficiencies.
Identify opportunities for AI, automation, analytics, and digital
transformation.
Collaborate with internal teams to develop solution recommendations and
transformation roadmaps.

AI & Transformation Advisory
Educate customers on emerging AI capabilities and industry trends.
Position AI-led solutions, accelerators, and transformation initiatives aligned
with customer business outcomes.
Support workshops and executive discussions focused on innovation and business
value.

Executive Stakeholder Engagement
Build relationships with business and technology leaders.
Facilitate strategic discussions with customer stakeholders.
Act as a trusted advisor and long-term transformation partner.

Account Planning & Expansion
Create account growth plans and expansion strategies.
Identify new departments, business units, and use cases where additional
services or solutions can be introduced.
Work closely with sales and delivery teams to convert opportunities into active
projects.

Internal Collaboration
Act as the bridge between customers and internal teams.
Coordinate with sales, marketing, and delivery teams to align customer
priorities and solution strategies.
Provide customer feedback and market insights to support future offerings and
GTM initiatives.

Customer Success & Retention
Conduct regular business reviews and health checks.
Monitor customer satisfaction and engagement levels.
Identify risks early and proactively recommend solutions.
Support renewals and long-term customer retention initiatives.

Requirements

Required Skills & Experience
Experience
5–10 years of experience in one or more of the following:
Technical Account Management
Customer Success
Consulting
Enterprise Account Management
Solution Consulting
Professional Services

Business Skills
Strong consulting and discovery skills.
Ability to understand customer business challenges and translate them into
solution opportunities.
Experience conducting executive-level discussions and presentations.
Strong account planning and relationship management capabilities.

Technology Understanding
Exposure to enterprise platforms such as Salesforce, Microsoft, ServiceNow,
ERP, CRM, PSA, or similar enterprise ecosystems.
Understanding of AI, automation, analytics, and digital transformation
concepts.
Ability to discuss technology solutions from a business outcome perspective.

Communication Skills
Excellent verbal and written communication.
Strong presentation and storytelling abilities.
Ability to communicate effectively with both business and technical
stakeholders.

Preferred Qualifications
Experience working with enterprise customers.
Exposure to managed services or professional services organizations.
Salesforce ecosystem experience preferred.
Certinia experience is a plus.
Experience supporting digital transformation or modernization initiatives.

Key Success Metrics
Metric
Expected Outcome
Account Expansion Revenue
Growth within assigned accounts
Discovery Workshops
Regular customer engagement and opportunity identification
Pipeline Contribution
Creation of qualified expansion opportunities
Executive Engagement
Strong stakeholder relationships
Customer Retention
High customer satisfaction and renewal rates
AI & Transformation Opportunities
Identification and conversion of strategic initiatives

What Success Looks Like
The successful candidate will help transform customer relationships from
operational support engagements into strategic business partnerships by
identifying growth opportunities, driving transformation discussions, and
enabling customers to achieve measurable business outcomes through technology
and AI.
Why Join Us?
Work with enterprise customers across industries.
Be at the forefront of AI-led business transformation.
Influence customer strategy and growth initiatives.
Collaborate with sales, marketing, and delivery leadership.
Play a key role in shaping the next phase of enterprise growth.