Technical Account Manager

Job Description

Who We Are

Having surpassed $200M ARR and continuing to grow rapidly, AuditBoard is the leading audit, risk, and compliance platform on the market. More than 40% of the Fortune 500, including 6 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: AuditBoard is top-rated on and Gartner Peer Insights.

At AuditBoard we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, and compliance platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the fourth year in a row as ranked by Deloitte! 

Why This Role is Exciting

As a Technical Account Manager at AuditBoard, you will be the go-to technical resource for some of AuditBoard’s most prestigious clients.  You will be part of the central team that provides world-class client advisory experience to ensure your clients’ successes and satisfaction with the Auditboard platform. 

Collaborating closely with the assigned Customer Success Manager, you will deliver top-tier client advisory services by providing tailored technical guidance and solutions based on the clients’ needs and their use cases.  You will also proactively review and monitor your clients’ usage of the AuditBoard platform to ensure that their environment is healthy and their usage is optimized.  By fostering close relationships with clients, you'll gain insights into their needs and challenges, ultimately maximizing their return on investment. 

This position will report to the Vice President, Customer Success and occasional travel may be required (less than 10%).

Key Responsibilities 

  • Provide technical, product, and best practice guidance tailored to the scope outlined in the Statement of Work for TAM services, offering comprehensive support for AuditBoard products to assigned clients.
  • Collaborate closely with assigned Customer Success Managers and the Onboarding Team to conduct strategic discovery sessions with clients throughout their lifecycle. This involves identifying their business objectives and articulating the return on investment (ROI) associated with achieving those objectives. Document client discussions, interviews, and corresponding technical recommendations in Gainsight, ensuring a thorough record of interactions.
  • Monitor client usage data, feedback, and additional indicators to identify risk and poor adoption, best practice recommendations and upsell/cross-sell opportunities.
  • Serve as a liaison between assigned clients and the Product, Engineering, and Design (PED) organization, advocating for clients' specific technical needs and requirements arising from various use cases. Proactively follow up to track progress and keep clients informed.
  • Generate deliverables such as presentations, executive business reviews, strategy recommendations, and updates for key stakeholders within the client's organization and the AuditBoard team. These materials highlight achievements, key takeaways, and actionable insights.

Attributes for a Successful Candidate

  • Demonstrate a genuine passion for working in the fast-paced tech industry, driving a culture of continuous improvement, and fostering an innovative work environment.
  • Show eagerness to engage daily with AuditBoard's most esteemed clients, promptly addressing their technical needs to cultivate trusting relationships and contribute to their overall success.
  • Possess a blend of technical expertise and business acumen to grasp clients' fundamental needs and use cases, and effectively recommend or implement viable solutions and workarounds.
  • Exhibit initiative and problem-solving prowess, taking the lead in diagnosing and resolving various issues and challenges previously not identified, with minimal guidance.
  • Display strong communication skills, adept at collaborating with multiple internal and external teams to ensure seamless coordination.
  • Demonstrate excellent organizational skills, enabling the prioritization of diverse client needs and feedback effectively.
  • Strong organizational skills to prioritize various needs and feedback from clients.
  • 10+ years of experience in audit (internal or external), risk management, compliance, and/or management consulting, with preferred experience in working with large, complex high-profile clients
  • 5+ years of external client-facing experience in AuditBoard, Onboarding/CSM/Sales Engineering experience strongly preferred
  • 5+ years of experience with multiple AuditBoard products, good understanding of data load process and advanced configurations
  • Experience with PowerBI and/or other data visualization tools – strongly preferred
  • Strong analytical, organizational, and communication skills (both oral and written)
  • Ability to partner with all levels of internal and external stakeholders adapting communication and presentations to a targeted audience
  • Prior experience developing presentations, executive business reviews, strategy recommendations, and updates for key stakeholders independently
  • Launch a career at one of the fastest-growing SaaS companies in North America!
  • Live your best life (LYBL)! $200/mo for anything that enhances your life
  • Remote and hybrid work options, plus lunch in the office
  • Comprehensive employee health coverage (all locations)
  • 401K with match (US) or pension with match (UK)
  • Competitive compensation & bonus program
  • Flexible Vacation (US exempt & CA) or 25 days (UK)
  • Time off for your birthday & volunteering
  • Unlimited access to LinkedIn Learning
  • Employee resource groups
  • Stock options
  • Opportunities for team and company-wide get togethers!


*perks may vary based on eligibility