Customer Success Manager / Technical Account Manager (TAM) – California, PA
Published on CazVidat Aspire Talent Innovations
Join Aspire Talent Innovations as a remote-eligible Customer Success Manager / TAM in California, PA. Full-time role focused on CRM and mortgage origination.
Salary
$200,000 per year
Location
United States
Employment type
Full time
Workplace
Remote
Customer Success Manager / Technical Account Manager (TAM) – California, PA
$200,000 per year
Job description
Aspire Talent Innovations is hiring a full-time Customer Success Manager / Technical Account Manager (TAM) for a remote-eligible role based in California, Pennsylvania, United States. The annual pay is $200000.
About the Role
Manage a portfolio of high-value clients and serve as their primary contact and trusted advisor. Drive product adoption, customer satisfaction, retention, and growth by understanding client workflows and configuring the platform to deliver measurable value. This fast-paced role calls for a technically inclined, resourceful professional who can ramp up quickly, work independently, and solve complex customer challenges.
Responsibilities
- Own customer relationships from onboarding through long-term success.
- Understand client workflows and pain points, particularly in mortgage origination.
- Promote adoption of CRM configuration, marketing drip campaigns, telephony integrations, distribution logic, and prioritization rules.
- Respond to client requests and issues with urgency and professionalism.
- Identify operational and platform-use inefficiencies and recommend practical, scalable solutions.
- Work with product managers, engineers, developers, and sales to address customer needs and inform product improvements.
- Onboard customers efficiently and build expertise in the platform.
Qualifications
- Experience in customer success, technical account management, or a related client-facing role.
- Strong understanding of CRM systems, mortgage origination, and customer engagement strategies.
- Technical aptitude and the ability to translate customer needs into actionable solutions.
- Excellent communication, problem-solving, and relationship-management skills.
- Ability to thrive under pressure, take ownership, and work with minimal oversight.
Job Details
- Employer: Aspire Talent Innovations
- Location: California, Pennsylvania, United States; remote eligible
- Schedule: Full-time
- Pay: $200000 per year
Frequently asked questions
Is this position remote or on-site?
This is a full-time, on-site position located in California, Pennsylvania, and remote work is not eligible.
What is the salary for this Customer Success Manager role?
The salary for this position is USD 200,000 per year.
What kind of experience do I need to qualify for this role?
You should have proven experience in customer success or technical account management roles, preferably in SaaS or mortgage technology, along with strong technical aptitude with CRM systems and integrations.
What will my main responsibilities be in this job?
You will manage a portfolio of high-value clients from onboarding through long-term success, drive product adoption, optimize platform configuration especially for mortgage origination workflows, and collaborate with engineering to improve the product based on client feedback.
What skills are important to succeed in this role?
Strong communication, problem-solving skills, ability to work independently, manage multiple client relationships, and a passion for delivering exceptional customer experiences are key for this position.