Customer Success Manager / Technical Account Manager in California, PA

Customer Success Manager / Technical Account Manager (TAM) Company: Aspire Talent Innovations Location: California, Pennsylvania, United States The Role We are seeking a high-performing Customer Success Manager / Technical Account Manager (TAM) to join our fast-growing, dynamic team. You will be the primary point of contact for a portfolio of high-value clients, driving product adoption, ensuring customer satisfaction, and enabling long-term retention and growth. In this role, you will quickly become an expert on our platform and take full ownership of client relationships with minimal oversight. You will collaborate cross-functionally with product managers, engineers, and sales teams to deliver tailored solutions that meet evolving customer needs. This is not a typical CSM role. The ideal candidate thrives under pressure, enjoys solving complex problems, and has deep knowledge of CRM systems, mortgage origination processes, and customer engagement strategies. Key Responsibilities Manage a book of business from onboarding through long-term success, acting as the trusted advisor and primary client contact. Understand client workflows and pain points, particularly in mortgage origination, to optimize platform configuration. Drive adoption of platform features including CRM setup, marketing drip campaigns, telephony integrations, distribution logic, and prioritization rules. Respond promptly and professionally to client needs and issues with urgency. Identify operational and platform usage inefficiencies; recommend scalable, pragmatic solutions. Collaborate closely with engineering teams to translate client feedback into product improvements or workarounds. Efficiently onboard new customers with minimal handholding, ensuring smooth adoption. Qualifications Proven experience in customer success or technical account management roles, preferably in SaaS or mortgage technology. Strong technical aptitude with CRM systems and integrations. Excellent communication and problem-solving skills. Ability to work independently and manage multiple client relationships simultaneously. Passion for delivering exceptional customer experiences and driving product value. Compensation: $200,000 per year Employment Type: Full-time, on-site in California, PA (remote not eligible)