Teams at Total Expert

Drive new-logo acquisition and account growth across enterprise financial services prospects. Manage complex sales cycles, territory and account strategies, pipeline generation, CRM hygiene, and cross-functional internal teams. Sell SaaS features and services to banks, credit unions, and mortgage organizations while managing accounts through prospecting, acquisition, retention, and expansion. Travel approximately 25% for customer visits and industry events.

Leads Total Expert’s Technical Account Management organization and owns Admin Copilot’s subscription revenue, expansion, delivery capacity, margins, and customer value. Builds scalable technical services, establishes platform and quality standards, applies AI and MCP tooling, oversees integrations and data initiatives, and develops TAM leaders. Partners with Sales, Finance, Product, Engineering, and Customer Success while managing strategic customer relationships, commercial escalations, and technical delivery across a growing SaaS services business.

Manage strategic relationships with mid-market SaaS customers, helping them maximize platform value, adoption, retention, and ROI. Responsibilities include leading renewals, identifying expansion opportunities, conducting business reviews, delivering training, monitoring customer health, developing executive relationships, documenting success plans, and advocating for customer needs internally. The role requires collaboration with Sales, Product, Professional Services, and Support teams, along with up to 25% travel.