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Remote

Technical Account Manager (TAM)

Social Solutions Global
life insurance, parental leave, sick time, flex time
United States
Jul 25, 2025

Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact. Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies. Learn more at bonterratech.com.

The Technical Account Manager (TAM) serves as a key technical partner to enterprise SaaS customers. The role focuses on maximizing platform value, mitigating risks, and providing strategic technical guidance throughout the customer lifecycle. TAMs operate independently to resolve complex technical challenges and collaborate across teams to improve customer outcomes and platform adoption.

Essential Functions

KNOW-HOW IN ACTION (Knowledge & Application)

  • Act as the primary technical liaison for assigned customers, ensuring configuration best practices and platform performance.

  • Participate in strategic initiatives within TAM or across Customer Success to elevate service quality and technical consistency.

  • Conduct platform assessments using SQL and other data tools to generate proactive recommendations.

  • Maintain a deep understanding of client-specific setups, integrations, and workflows.

SOLVING WHAT MATTERS (Complexity & Problem Solving)

  • Troubleshoot complex technical issues and coordinate escalations with internal teams to ensure resolution.

  • Prepare and deliver release readiness reviews, technical impact assessments, and platform enhancement suggestions.

  • Work with internal teams to conduct technical instance reviews to provide best practice recommendations and optimize performance and scalability

  • Identify patterns in customer challenges and propose iterative improvements to workflows or implementation.

  • Represent Bonterra in customer summits, user forums, or advisory boards as a technical thought leader.

TRUSTED TO MAKE CHANGES (Discretion & Impact)

  • Make independent technical decisions that reduce risk and support customer stability.

  • Monitor technical health indicators and proactively intervene to resolve issues before they escalate.

  • Represent the technical perspective during customer check-ins, including supporting executive briefings.

WORKING BETTER TOGETHER (Collaboration & Interaction)

  • Collaborate closely with Customer Success Managers (CSMs), Support, Engineering, and Product to align on customer strategy.

  • Contribute to the development of customer value realization playbooks, technical guidance documentation, and enablement strategies.

  • Support solution design efforts for custom or complex client use cases in partnership with Pre-Sales and Product teams.

  • Share field insights with internal teams to support product improvement and knowledge transfer.

LEADING FOR IMPACT (Mentorship Responsibility)

  • This position does not have people management responsibilities.

  • May coach/lead peers informally. Demonstrates a growth mindset and openness to feedback.

Required Minimum Qualifications

  • 5+ years in a Technical Account Management, Implementation, or Customer Engineering role within a SaaS environment.

  • Proficiency in SQL (Oracle PL/SQL preferred) and data analysis

  • Experience supporting enterprise customers with complex technical environments

  • Familiarity with tools such as Jira, Confluence, CRM platforms, and collaboration tools

  • Strong written and verbal communication skills, with the ability to explain technical concepts to both technical and non-technical audiences

  • Demonstrated ability to manage multiple customer relationships and technical priorities concurrently in a fast-paced environment

Preferred Qualifications

  • Experience in philanthropy, grantmaking, or nonprofit tech platforms (CyberGrants experience a plus)

  • Exposure to AI-based reporting tools or predictive analytics

Travel Requirement: Up to 10 % of the time.

This job description is intended to convey information essential to understanding the scope of the position and is not intended to be an exhaustive list of skills, efforts, duties, responsibilities or working conditions associated with the position.

At this time, we are unable to consider candidates who require current or future sponsorship for employment authorization.

Compensation

The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and in addition to benefits this role may be eligible for discretionary bonuses/incentives, and equity.

US Base Salary: $65,000 - $120,000

Please note that the compensation range and benefits specified in this job posting is applicable to candidates based in the United States. For international applicants, actual salary offers and benefit plans may vary based on the local market compensation standards and will be determined in accordance with regional considerations, including but not limited to applicable laws, cost of living, and industry norms.

Our Culture: At Bonterra, we're innovating with a higher purpose: to increase giving to 3% of US GDP by 2033, creating $573 billion more in global impact every year. To achieve our vision, we cultivate an inclusive environment where diversity is embraced and every team member feels empowered to contribute. Innovation, curiosity, and a commitment to equity guide our work. We foster a culture of belonging, ensuring that every individual is valued, respected, and given the tools to succeed. Together, we are dedicated to making a positive impact in the world.

Our comprehensive and competitive benefits include:

  • Generous Flexible Time Off (FTO) Policy

  • Up to 15 paid company holidays including some commemorating social justice events and self-care

  • Paid volunteer time

  • Resources for savings and investments

  • Paid parental leave

  • Paid sick leave

  • Health, vision, dental, and life insurance with additional access to health and wellness programs.

  • Opportunities to learn, develop, network, and connect

Please note the benefits specified on this page are applicable to full-time employees based in the United States. For international employees, actual benefits may vary based on local standards and regulations and will be determined in accordance with regional considerations, including but not limited to applicable laws and industry norms.

We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law.

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