Technical Account Specialist

Technical Account Specialist

About the Role
We are seeking a Technical Account Specialist to act as the bridge between our customers and internal teams, including Customer Success, Sales, Support, and Engineering. This role combines client-facing support with a strong focus on CS Operations—managing data, analytics, reporting, and internal tooling—to ensure smooth onboarding, adoption, and account success.

Key Responsibilities

Client-Facing Support:

• Partner with CSMs and Account Executives to understand customer needs and technical requirements

• Provide guidance on integrations with APIs, webhooks, and internal systems

• Troubleshoot and resolve technical issues impacting adoption or renewals

CS Operations & Analytics:

• Build and maintain dashboards and reports on customer health, adoption, usage trends, churn forecasts, and other key metrics

• Analyze data to identify patterns, provide actionable insights, and support decision-making for CSMs and leadership

• Own or co-own CS tools (e.g., Gainsight, Totango, ChurnZero), CRM usage (Salesforce, HubSpot), integrations, automations, and data hygiene

• Recommend and implement process improvements to optimize workflows across Customer Success, Sales, and Support

Renewals & Expansion Support:

• Partner with CSMs on renewals and expansion opportunities, providing technical guidance and operational support

• Participate in Executive Business Reviews or regular account check-ins to drive customer value

Technical Escalation & Collaboration:

• Serve as an escalation point for complex technical issues

• Collaborate with Support, Product, and Engineering to resolve high-priority incidents

• Document solutions, workarounds, and best practices in the Knowledge Base

What You’ll Bring

Required:

• Experience in Technical Account Management, Customer Success Operations, Solutions Engineering, or Implementation for B2B SaaS

• Strong experience with CS tools, CRM platforms, dashboards, and reporting (e.g., Gainsight, Totango, Salesforce, Metabase, Looker)

• Skilled at data analysis, reporting, and generating actionable insights

• Understanding of APIs, webhooks, and common data formats (JSON, CSV, XML)

• Excellent written and verbal communication, capable of explaining complex concepts to technical and non-technical stakeholders

• Strong problem-solving mindset and operational focus

Nice-to-Have:

• Experience in logistics, supply chain, or SaaS operations

• Familiarity with SQL or scripting (Python/JS) for dashboards, reporting, or data validation

• Experience with automation and integration tools (Zapier, Workato, etc.)