Technical Account Manager

Summary

Join Quorum as a Technical Account Manager (TAM) and own a portfolio of sophisticated clients leveraging our KnowWho Salesforce application and/or Policy Influencer Data File (PIDF). You will serve as a strategic advisor and implementation lead, ensuring successful onboarding, value realization, and long-term retention and expansion. This highly cross-functional and consultative role requires fluency in Salesforce, ETL processes, and secure data delivery methods. You will be the trusted advisor who orchestrates solutions, resolves complex technical issues, and helps customers extract maximum value from Quorum’s technical product portfolio. The position is based in Washington, D.C., but offers remote-friendly options. Quorum is a fast-growing software company providing workflow software and information services for government affairs professionals.

Requirements

• 3+ years of experience in technical account management, customer success, or a similar client-facing role at a B2B SaaS company
• Salesforce Administrator or higher certification (or equivalent experience); strong familiarity with third-party app integration and data model configuration
• Proficiency with common data formats (CSV, JSON, XML) and transmission protocols (e.g., SFTP)
• Working knowledge of APIs, ETL tools, and integration patterns in enterprise environments
• 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

Responsibilities

• 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
• 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
• 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
• 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
• 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
• 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
• 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

Preferred Qualifications

• 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

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