What are the responsibilities and job description for the Technical Customer Success Account Manager (TAM) position at ClearPoint Strategy?
Are you technically inclined but prefer solving problems and working with people over writing code all day? Do you love breaking down complex ideas into actionable solutions? As a Technical Customer Success Account Manager (TAM), you’ll combine technical problem-solving with customer relationship-building to help organizations maximize the value of our software.
This is not a pure coding role, but it’s perfect for someone who enjoys working with technology, troubleshooting integrations, and helping customers succeed. You’ll work alongside a Customer Success Relationship Manager (CSM) to guide customers through onboarding, design technical solutions tailored to their needs, and ensure long-term success.
You’ll also gain hands-on experience with SQL, WordPress, APIs, Zapier, and Single Sign-On (SSO) while sharpening your skills in project management, consulting, and customer engagement.
What You’ll Do
Required:
Please read this posting carefully, visit our website, learn about us, and then apply. To be considered, please fill out the form and attach your resume. We needed someone yesterday, and we are excited to grow our team, so if you're a good fit, expect this process to move quickly.
Pre-Employment Background Checks
All offers of employment are contingent upon clear results of a thorough background check. Background checks will be conducted on all final candidates and on all employees who are promoted, as deemed necessary and may include: Social Security Verification, Criminal History, Credit History, Personal and Professional References, social media, Prior Employment Verification, Educational Verification, and Motor Vehicle Records. ClearPoint reserves the right to modify this policy at any time without notice.
EEO Statement
ClearPoint Strategy provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, age, disability, or genetics. We seek to build a diverse staff representative of the communities we serve. All qualified applicants are strongly encouraged to apply.
Physical Requirements
This is sedentary work requiring typing and other and repetitive motions. Vocal communication is required for expressing or exchanging ideas by means of the spoken word. Hearing is required to perceive information at normal spoken word levels. Visual acuity is required for operation of a computer and for observing general surroundings and activities. The worker is not subject to adverse environmental conditions.
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This is not a pure coding role, but it’s perfect for someone who enjoys working with technology, troubleshooting integrations, and helping customers succeed. You’ll work alongside a Customer Success Relationship Manager (CSM) to guide customers through onboarding, design technical solutions tailored to their needs, and ensure long-term success.
You’ll also gain hands-on experience with SQL, WordPress, APIs, Zapier, and Single Sign-On (SSO) while sharpening your skills in project management, consulting, and customer engagement.
What You’ll Do
- Be the technical expert: Work closely with Customer Success Relationship Managers to design and implement technical solutions for our customers
- Solve real-world business problems: Translate customer needs into practical solutions using SQL integrations, automation tools (Zapier), and custom scripting
- Guide customers through onboarding: Help new customers set up their accounts, configure integrations, and build dashboards in WordPress
- Deliver training and best practices: Lead webinars, training sessions, and office hours to help customers maximize our platform
- Collaborate cross-functionally: Work with Sales, Product, and Marketing teams to improve our offerings and better serve customers
- Tech-savvy but not looking for a pure coding job – You enjoy working with SQL, automation tools, and integrations, but your real passion is helping customers
- A problem solver – You love breaking down complex challenges and finding creative, practical solutions
- A strong communicator – You can explain technical concepts to both technical and non-technical people
- Curious and adaptable – You enjoy learning new technologies and thrive in a fast-paced environment
Required:
- 1 years in Technical Account Management, Implementation, Customer Success, or SaaS Account Management
- Customer-facing experience in a technology company
- Proficiency in Microsoft Office Suite
- Bachelor’s degree (or equivalent experience: Associate degree 3 years OR 5 years relevant experience)
- Experience with SQL, WordPress, APIs, or automation tools like Zapier
- Knowledge of performance management and reporting
- Familiarity with Planhat, EverAfter, Intercom, or Snowflake
- In Office (3 Days):Departmental and Team Meetings,Training and Upskilling,Collaborative Work,Customer requests and calls,Individual project work,Customer deliverables
- Remote (2 Days):Customer requests and calls,Individual project work,Customer Deliverables
- Grow your technical expertise while developing in-demand consulting and project management skills
- Work on impactful projects that directly help customers solve business challenges
- Collaborate with a dynamic, supportive team that values continuous learning and professional growth
- Hybrid work flexibility – enjoy in-office collaboration and remote work balance
- Beingauthorizedto work in the U.S. is a precondition of employment. We can't sponsor employment visas
- The chance to get in on the “ground floor” of a tech company with startup energy
- The ability to make a difference from day one
- Fantastic colleagues and customers
- A structured mentorship program with budget and resources for career development
- A competitive salary, bonus program, and benefits, commensurate with your experience
- Fully paid health, dental, and life insurance
- 401(k) program
- Company organized volunteer days
- Employee referral bonuses to encourage the addition of great new people to the team
- Team events and offsite retreats
- Open vacation policy
Please read this posting carefully, visit our website, learn about us, and then apply. To be considered, please fill out the form and attach your resume. We needed someone yesterday, and we are excited to grow our team, so if you're a good fit, expect this process to move quickly.
Pre-Employment Background Checks
All offers of employment are contingent upon clear results of a thorough background check. Background checks will be conducted on all final candidates and on all employees who are promoted, as deemed necessary and may include: Social Security Verification, Criminal History, Credit History, Personal and Professional References, social media, Prior Employment Verification, Educational Verification, and Motor Vehicle Records. ClearPoint reserves the right to modify this policy at any time without notice.
EEO Statement
ClearPoint Strategy provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, age, disability, or genetics. We seek to build a diverse staff representative of the communities we serve. All qualified applicants are strongly encouraged to apply.
Physical Requirements
This is sedentary work requiring typing and other and repetitive motions. Vocal communication is required for expressing or exchanging ideas by means of the spoken word. Hearing is required to perceive information at normal spoken word levels. Visual acuity is required for operation of a computer and for observing general surroundings and activities. The worker is not subject to adverse environmental conditions.
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