Note: The job is a remote job and is open to candidates in USA. Abrigo provides technology that financial institutions use to manage risk and drive growth through solutions spanning anti-money laundering, fraud detection, CECL readiness, and digital lending. The Technical Account Management Consultant serves as a trusted advisor to Sageworks Loan Origination customers, providing proactive technical guidance, system optimization, usage analysis, and best-practice recommendations while coordinating with internal teams to improve customer outcomes.
Responsibilities
- 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
Skills
- Excellent communication, relationship management, and consultative skills
- Strong analytical skills and experience with software configuration or optimization
- Proven ability to manage customer relationships and prioritize competing demands
- Bachelor's Degree required; additional certifications or MBA preferred
- Comfort navigating a dynamic environment with cross-functional collaboration
- Travel up to 50% as needed for onsite optimizations or strategic planning sessions
- Experience working with financial institutions or in a banking/lending environment preferred
- Bachelor's Degree required; additional certifications or MBA preferred
- Prior knowledge and experience operating in the Sageworks Loan Origination System; preferred
Benefits
- Market competitive total rewards package
- Full health benefits with an HSA option
- Flexible PTO and bank holidays
- 401(k) plan and company match
- Remote work option (this position will be based in Raleigh, NC, Austin, TX, or remotely)
Company Overview
Company H1B Sponsorship