Quorum Software · 11 hours ago
Technical Account Manager
United States
Full-time
Remote
Mid Level
$135K/yr - $135K/yr
3+ years expQuorum is a fast-growing software company that provides workflow software and information services for government affairs professionals. As a Technical Account Manager, you will manage a portfolio of clients, ensuring successful onboarding and value realization while serving as a strategic advisor and implementation lead.
ComputerElectronicsSoftware
Responsibilities
Customer Relationship Management: Serve as the strategic and technical advisor for a portfolio of clients with complex data and technical needs. Build strong, multi-threaded client relationships to ensure adoption, value delivery, and advocacy. Act as the primary liaison for onboarding, implementation, and ongoing success
Customer Success Management: Ensure customers are effectively onboarded and integrated, leveraging Quorum products and services to meet defined success metrics and measurably achieving clients’ desired outcomes. Deliver technical training, documentation, and hands-on coaching tailored to customer roles (e.g., Salesforce admins, engineers). Facilitate regular value reviews, working sessions, and long-term strategy planning
Technical Consulting & Support Escalation: Advise clients on how to optimally use Quorum’s KnowWho Salesforce app—including object configuration, list views, workflows, and permissions. Guide clients through data ingestion processes including schema mapping, file formatting (CSV, JSON, XML), and secure file transmission (SFTP/FTP). Serve as the technical escalation point, coordinating with Engineering, Product, and Support to resolve issues
Retention & Expansion: Identify and close expansion opportunities based on customer needs and technical fit. Monitor account health, drive renewals, and mitigate churn risks through proactive engagement and value delivery. Maintain detailed customer activity and lifecycle tracking across tools such as Salesforce, Gainsight, Jira, and Zendesk
Technical & Data Advisory & Issue Resolution: Collaborate with customer-side technical personnel (e.g., Salesforce admins, integration developers, data engineers) to ensure optimal data integration and usage of Quorum’s data products. Provide light consulting on how best to utilize Quorum’s KnowWho product within Salesforce, including field configuration, list views, permission sets, and custom workflows. Guide customers through data ingestion and transmission workflows, including topics such as data schema design, file formatting (CSV, JSON, XML), data integrity, FTP/SFTP transmission, Salesforce object mapping, and custom ETL processes. Act as the primary point of escalation and coordinate triage and troubleshooting of technical and Salesforce-related issues with various Quorum teams and customer personnel to ensure timely resolution and client satisfaction; manage Support, bug, PS, and enhancement tickets in Zendesk & Jira, renewal and expansion opportunities in Salesforce, customer goals, engagement/interactions, and outcomes in Gainsight, and coordinate onboarding tasks through our internal playbooks
Reporting & Analysis: Track technical performance metrics and create dashboards or reports that highlight client success, risks, and product utilization. Stay current with Salesforce ecosystem trends and public affairs data technologies to advise clients on innovation and opportunities
Internal Collaboration and Customer Feedback: Act as the voice of the customer internally, advocating for product enhancements and influencing roadmaps. Work with cross-functional teams to optimize GTM strategies for technical products and services
Qualification
Required
3+ years of experience in technical account management, customer success, or a similar client-facing role at a B2B SaaS company
Demonstrated success managing technical customer relationships, achieving retention/growth targets, and driving solution adoption
Ability to communicate technical concepts clearly to non-technical stakeholders and executives
Strong troubleshooting, problem-solving, and project management skills
Experience conducting technical turnarounds or managing complex client escalations
Ability to work independently, manage multiple priorities, and thrive in a fast-paced, ever-evolving technical environment
Empathy, adaptability, and a consultative, solution-focused approach
Demonstrable ability to develop customer advocates who provide references, case studies, and referrals
Passion for technology and for teaching others how to improve their operations and professional lives by leveraging technical solutions
Commitment to building and maintaining a diverse and inclusive team environment, regularly expressing concern for team members' success and well-being
Excitement about the opportunity to have a positive impact on politics, policies, and government/public affairs and either prior experience working in these fields or demonstrable non-partisan interest in major issue areas (e.g., immigration, education, finance, environment, energy, etc.) is a plus
Preferred
Salesforce Platform App Builder or Consultant certifications
Familiarity with public affairs, government, or policy data workflows
Prior experience supporting a Salesforce-native application or complex data product
Salesforce Administrator or higher certification (or equivalent experience); strong familiarity with third-party app integration and data model configuration
Experience working in a startup or fast growing environment
Benefits
Flexible Paid Time Off
Paid Company holidays plus additional company-wide days off for team members to rest and recharge
Four Day Weekends for President’s Day, Memorial Day, Fourth of July and Labor Day
Free Subscription to the Calm App
Free Subscription to LinkedIn Learning to support professional development
Invest in Yourself Days - one designated day per quarter is dedicated to your professional development!
One-time Work from Home Stipend
401k match
Choice of trans-inclusive medical, dental, and vision insurance plan options
Virtual and in-person team events
Bright sunlit open office concept with your own dedicated desk (if you want it)
Inclusion & Diversity Affinity Groups to support belonging
12 weeks paid parental leave
Company
Quorum Software
Quorum Software is a leading provider of energy software worldwide powering growth and profitability for energy businesses by connecting people, workflows, and systems with decision-ready data.
Founded in 1995Houston, Texas, USA
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-02-26Acquired
Leadership Team
Gene Austin
Chief Executive Officer
Corey House
Chief Technology Officer
Company data provided by crunchbase