Sageworks Jobs (NOW HIRING)

We provide technology that financial institutions use to manage risk and drive growth. Our solutions automate key processes - from anti-money laundering to fraud detection to CECL readiness to digital lending - empowering our customers by addressing their Enterprise Risk Management needs.

Abrigo isseekinga consultative, client-centric, and technically skilled Technical Account Management (TAM) Consultant to serve as a trusted advisor for financial institutions using our Sageworks Loan Origination solution. This position offers the opportunity to build strategic, long-term partnerships byprovidingproactive technical guidance, system optimization, and best practice recommendations.

The TAM Consultant will report to theDirector of Advisory Servicesand collaborate closely with Sales, Client Success, Implementation, Integration, Client Education, Project Management, and Support teams to help customers maximize the value of their investment and continuously improve their use of the system.This position will be based in Raleigh, NC, Austin, TX, or remotely.

What You'll Do:

• Serve as a primary technical advisor and advocate for a dedicated set of clients, aligning configurations and system use with customer goals and evolving business needs.
• Provide proactive, consultative guidance through regularly scheduled check-ins, ongoing analysis of systemutilization, and strategic recommendations.
• Lead recurring or one-time optimization engagements by conducting in-depth configuration and usage reviews and delivering actionable insights to enhance efficiency and performance.
• Monitorcustomer adoption and usage trends,identifyingrisks or opportunities for training, configuration changes, oradditionalservices.
• Facilitatecommunication across internal Abrigo teams on behalf of customers to resolve issues, clarify roadmap items, and ensuretimelysupport and resolution.
• Maintaina thorough knowledge of the Sageworks Loan Origination platform and remain up to date with new features and enhancements.
• Collaborate cross-functionallywith Sales, Product, Support, and Client Success teams to ensure a seamless customer experience and drive value realization.
• Help manage time allocation for recurring service tiers (e.g., 4 or 8 hours/month), tracking efforts to ensure meaningful engagement within scope.
• Deliver insights gathered during optimization or recurring reviews back to internal teams to improve product design, documentation, and service offerings.
• Travel up to 10% as needed for onsite optimizations or strategic planning sessions.

What You'll Need:

• Excellent communication, relationship management, and consultative skills
• Strong analytical skills and experience with software configuration or optimization
• Experience working with financial institutions or in a banking/lending environment preferred
• Proven ability to manage customer relationships and prioritize competing demands
• Bachelor's Degreerequired;additionalcertifications or MBA preferred
• Prior knowledge and experienceoperatingin the Sageworks Loan Origination System; preferred
• Comfort navigating a dynamic environment with cross-functional collaboration

What You'll Get:

• Market competitive total rewards package
• To be part of theHeart & SOULof a winning company with an inspiring mission
• The opportunity toMake Big Things Happen
• Competitive salary along with full health benefits with an HSA option
• Flexible PTO and bank holidays
• 401(k) plan and company match

We are an equal opportunityemployerand all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, age, genetic trait, sexual orientation, national origin, disability status, or any other characteristic protected by law.Abrigo is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you needassistanceor an accommodation due to a disability, you may contact us at Careers@abrigo.com with the subjectlineaccommodation.