Technical Account Manager
Get More From ServiceTrade Without Adding to Your Team
Work with a dedicated ServiceTrade expert who knows your operation inside and out. Your Technical Account Manager (TAM) builds the dashboards, workflows, and integrations that help your team quote faster, invoice sooner, and get more from every tech hour, so you can focus on running your business instead of configuring software.
What Your TAM Delivers
01.
Turn Your Data Into Decisions
Your TAM builds custom Smart Insights dashboards tracking deficiency-to-quote conversion, average invoice turnaround, technician utilization, and revenue per tech.
On Strategist and Enterprise plans, you’re also benchmarked against top-performing ServiceTrade contractors so you can see where you’re leaving money on the table and what to fix first.
02.
Make Your Brand the One Customers Recognize
To keep your brand consistent in front of customers, your TAM helps configure white-labeled notifications, your branded Service Portal, and Digital Wrap so your brand stays front and center at every customer touchpoint.
03.
Automate Your Manual Work
Your TAM builds custom automations and owns the technical projects your team doesn’t have bandwidth for, at a fraction of the cost of a full-time technical hire.
That includes building custom dashboards that surface the insights you need, cleaning up asset and location data so your reporting is reliable, and automating repetitive manual work.
04.
Stay Ahead of What's New
Regular feature reviews and a shared engagement plan keep your ServiceTrade configuration aligned as your business evolves, and your TAM proactively flags what’s relevant before you have to ask.
05.
Execute Without Adding Headcount
Your TAM owns the specialized technical work your team doesn’t have time for, from custom API integrations and data cleanup to Chrome Extension builds, at a fraction of the cost of a full-time technical hire.
Access Levels
TAM services are sold as an annual subscription. Work is prioritized collaboratively and delivered across the engagement term — not all services are consumed simultaneously within a single month.
Consultant
4hrs per month
SERVICES Include:
- Monthly New Feature Impact Reviews
- Data Health & Integrity Management
- Service Portal Setup & Maintenance
- Standalone Service Portal Hosting
- Workflow & Automation Design/Delivery
- Notification Engine & White Label Emails
- Project Management
- Smart Insights Dashboard Creation
- Chrome Extension Setup & Maintenance
Strategist
8hrs per month
Consultant Benefits Plus:
- Biweekly New Feature Impact Reviews
- Smart Insights Trends & Benchmarking
- Custom Integration Setup & Maintenance
Enterprise
Custom
Strategist Benefits Plus:
- Dedicated Engagement Planning
- M&A Integration Consulting
* You must maintain a TAM subscription to retain access to technology, software, and hosted services built as part of the TAM engagement.
Need more than 8 hours per month?
The Enterprise tier is scoped in partnership with your Account Manager. Contact your AM to build a package tailored to the scale and complexity of your needs.
Want to know more?
Talk to your Account Manager if you’re interested in adding a Technical Account Manager to your ServiceTrade team.