Career Section Mid Level Jobs

Technical Account Manager | Job Description

Technical Account Manager

Similar roles:

technical client manager, implementation specialist, technical customer success manager

Job level:

mid-level

Average annual salary:

$54,955

Role in Customer Success Team:

Execution

Reports to:

Customer success manager, Customer success operations manager, Director of customer success

Summary points:

Key Responsibilities: What Does a Technical Account Manager Do?

Technical account managers aid the sales, support, and CS teams with the technical aspects of the product by providing support to customers. Unlike simple account managers, TAMs are less-focused on customer relationships and more about helping those customers solve any issues they may have.

Technical accounts are typically very knowledgeable about the product and its capabilities, while maintaining an overview of precisely how customers use the products and services provided by their company. With proper analytics and reporting, TAMs can use that data to assist in upsells and cross-sells and inform business development decisions.

Key Responsibilities:

  • Assisting customers with product training and advice, including responding to technical customer support issues.
  • Providing overall technical support to customers and their teams before and after the sales process.
  • Learning customers’ setup, typical workflows, goals, and how they (can) use your products or services to better serve their tasks and goals.
  • Helping customers attain value from the products or services they’ve purchased, ideally assisting them in gaining more value than they anticipated.
  • Assisting sales and marketing with information about product specifications.
  • Monitoring common technical support questions and creating scripts for handling those support requests at scale.
  • Writing and editing in-app notifications together with the assigned CS Ops representative.

As a Technical Account Manager, you need to be able to find a balance between the client’s requirements and the company’s capabilities, in order to work efficiently while delivering excellent customer service. Moreover, while Account Managers discuss directly with the client and pass on their business demands, Technical Account Managers need to have the soft skills to communicate proficiently, the business knowledge to translate the concepts into a more technical language and also the know-how to put those ideas into practice and deliver a functional project.

Paula Agache (Moise)

Senior Technical Account Manager @ RTB House

Skills and Competencies

Here are the necessary skills to be a good technocal account manager

  • Minimum of 1 year of experience in customer service & support, customer operations, product development, account management, or customer success with proven technical expertise. Training in customer success is a plus.
  • Customer service skills, ideally IT helpdesk experience.
  • Good communication skills and ability to maintain conversations with clients in a diplomatic and goal-focused manner
  • High emotional intelligence and empathy skills.
  • Ability to monitor customer activity and create reports.
  • Expert IT&C knowledge and capabilities, ability to learn new software tools on the job, and ability to provide customer training on those tools.

Good Training Materials and Programs

Here is a list of articles, guides, courses, and other resources that provide good training for professionals in this position:
Account Management for Beginners

Catherine Gao and Erin Adams Chanler

Account Management & Sales Force Design

Coursera

Strategic Account Management

Queen’s University

Advanced Project Management Certificate Program (APM)

Caltech

The Ultimate Account Management Guide for Professional Services

Wrike

Key Account Management: The Ultimate Guide

Hubspot

Run Your Business Better with Technical Account Managers

Salesforce Trailhead

Customer Success Managers Aren’t Just Account Managers With New Titles

Potential Roles to Grow into

If you’re starting from this position, here are some roles you can consider in the future:

mid-level

Expansion and Upsell Manager

Average annual salary: $121,344

Role in Customer Success Team: Management

Reports to: Director of Customer Success, Head of Sales

entry-level

Account Manager

Average annual salary: $60,255

Role in Customer Success Team: Execution

Reports to: CSM, Head of CS, or CCO

mid-level

Customer Success Operations Analyst

Average annual salary: $68,582

Role in Customer Success Team: Execution

Reports to: CS Ops Manager, Head of CS Ops

mid-level

Customer Success Operations Manager

Average annual salary: $77,587

Role in Customer Success Team: Management

Reports to: director of customer success operations, director of customer success, head of customer success

senior-level

Director of Customer Success

Average annual salary: $156,985

Role in Customer Success Team: Management

Reports to: VP of Customer Success, Chief Customer Officer

senior-level

Chief Customer Officer

Average annual salary: $233,800

Role in Customer Success Team: Management

Reports to: chief executive officer

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