Principal Technical Account Manager

Summary

Principal Technical Account Manager

Reports to: VP of Customer Experience

Location: Remote, US, Eastern or Central time zone

About the Role

Most SaaS companies split the customer lifecycle across teams. Customers meet one person during onboarding and someone else in customer success, and every handoff loses context and trust. We do it differently.

At CorralData, the person who onboards a customer owns that relationship for as long as they're a customer. You're their guide, not a vendor. The customer holds the wheel, and your job is to help them get where they're going.

AI now handles a lot of the work that used to fill a TAM's week. Our AI agent, TAM Bot, triages Zendesk tickets and drafts first replies, monitors syncs and connectors, writes call recaps and account briefs, and handles routine SQL fixes, data model changes and board builds, all reviewed and approved by a person. What it can't do is sit across from a VP or CEO, explain what the data means for their business, and catch it when the answer rests on a bad assumption. That's this job. We don't need a technician. We need someone who can tell the story technically, knows when the story is wrong, and can direct the agent to fix it.

You'll own a small portfolio of our largest, most strategic accounts (3 to 5 accounts, $120k+ ARR each) from onboarding through renewal. On any given day you're leading an executive conversation with one customer, untangling a hard data problem for another, and building the case for expansion with a third.

About CorralData

CorralData is a HIPAA-compliant AI analytics platform. We connect 600+ data sources, including EMRs, CRMs, ad platforms, POS and billing systems, so customers can ask questions in plain English through our AI agent, AskCorral, and get answers, dashboards and recommendations in minutes, without building a traditional data stack. Our customers are in medspa and aesthetics, dental, behavioral health, plastic surgery, private equity and retail.

We're a remote team, and most of us have worked together before and chose to do it again. We're nearly cash-flow positive and hire off our own revenue, not the next funding round.

What You'll Do

Own the executive relationship

• Be the senior, trusted voice for VP and C-level stakeholders across operations, marketing, finance and clinical leadership

• Run QBRs and executive reviews focused on ROI, performance and what's next, not a tour of dashboards

• Build relationships across each account so no renewal depends on a single champion

• Bring something new to every executive conversation: an insight they didn't ask for, a use case they haven't tried, or a clear read on what the data says about their business

Own renewals, expansion and NRR

• Own Net Revenue Retention (NRR), renewals and expansion for your strategic accounts

• Build multi-year account plans and find expansion across teams, locations and use cases

• Partner with Sales on expansion deals, and turn successful rollouts into the case for the next one

Solve the hard problems

• Lead onboarding for new strategic accounts and get them live within 30 days, with data validated end-to-end before go-live

• Diagnose hard pipeline and data model problems where the right answer depends on how the customer's business actually works, not just what the query returns

• Make the judgment calls under ambiguity: what to promise and when, which scope tradeoffs to make, and how to handle sensitive and regulated data, including PHI

• Escalate with a diagnosis, a recommended path, owners and a timeline, and stay in the driver's seat until it's resolved

Direct and check the AI

• Direct, review and correct TAM Bot's work at volume: ticket replies, recaps and briefs, monitoring alerts, SQL and model fixes, and board builds

• Approve what's right, fix what's wrong, and catch the assumptions the agent didn't know it was making before anything reaches a customer

• Feed what you learn back into how the agent works so it gets better across every account

Shape the product

• Turn what you hear from customers into clear product direction: the gap, who it affects, what it's worth and what good looks like

• Work with engineering and product to scope and deliver new integrations and features for strategic accounts

• Mentor other TAMs on complex accounts and help set how we run QBRs, account planning and expansion

What Success Looks Like

• Strategic customers launch within 30 days and hit a first measurable win in production

• Executives at your accounts use their data to make real decisions and see you as a strategic partner

• Your accounts renew and expand, and NRR stays above target

• Hard data issues get diagnosed and fixed quickly, and nothing wrong from the AI reaches a customer

• Customer needs you surface show up in the roadmap

How We Work

We keep ego low and expectations high. You'll get real autonomy and own outcomes, not paperwork. The three things we care about most:

• Curiosity. You ask "why do you think that?" of customers and of the AI, and you dig a level deeper until the answer holds up

• Ownership. You genuinely care how your customers do, take pride in your work and get things across the finish line

• Organization. You run a demanding portfolio without dropping threads, and nobody has to chase you

We also look for people who create clarity in ambiguous situations, want feedback and use it, and are kind and low-drama.

Must-Haves

• 7+ years of total experience, including 4+ years in customer-facing technical roles (TAM, senior CSM, solutions engineering, post-sales engineering or similar)

• A proven revenue book: you've owned renewals, expansion and NRR on strategic or enterprise accounts

• Executive presence: you're credible and comfortable with VP and C-level customers, and you can run a QBR that leads to a decision

• SQL and data modeling strong enough to verify, debug and correct AI agent work and to diagnose hard data issues. You won't be writing routine queries all day, but you'll know when one is wrong and why

• Daily, hands-on use of AI tools in your work, plus the judgment to question their output and spot when they're making assumptions

• Sound judgment with sensitive and regulated data, and the confidence to make scope and commitment calls when the answer isn't obvious

• Working knowledge of common business and marketing KPIs (revenue, retention, conversion funnels, acquisition costs), enough to talk credibly with executives about their own data

• Strong QA judgment: you spot numbers that look wrong, trace them to the source, and validate before anything reaches a client

Nice-to-Haves

• Experience with healthcare or medspa data (EMRs, practice management, billing), or with aesthetics or dental data

• Familiarity with ETL or pipeline tools such as Fivetran or Airbyte

• Familiarity with common data sources like GA4, CRMs and paid media platforms

• Experience with BI dashboards (Tableau, Looker, Power BI or similar)

• Experience mentoring TAMs or CSMs, or building playbooks for a customer team

Compensation and Benefits

• Base salary: $140,000

• Bonus target: $40,000/year, paid quarterly ($10,000 a quarter)

• OTE: $180,000

• Paid health, dental and vision, with an optional upgraded tier

• Unlimited PTO, plus the company closes between Christmas and New Year's

• 401k and life insurance

• Fully remote (US, Eastern or Central time zone)

EEO Statement

CorralData is an equal opportunity employer. We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, genetic information, marital status or any legally protected status.

Job Description

Principal Technical Account Manager

Reports to: VP of Customer Experience

Location: Remote, US, Eastern or Central time zone

About the Role

Most SaaS companies split the customer lifecycle across teams. Customers meet one person during onboarding and someone else in customer success, and every handoff loses context and trust. We do it differently.

At CorralData, the person who onboards a customer owns that relationship for as long as they're a customer. You're their guide, not a vendor. The customer holds the wheel, and your job is to help them get where they're going.

AI now handles a lot of the work that used to fill a TAM's week. Our AI agent, TAM Bot, triages Zendesk tickets and drafts first replies, monitors syncs and connectors, writes call recaps and account briefs, and handles routine SQL fixes, data model changes and board builds, all reviewed and approved by a person. What it can't do is sit across from a VP or CEO, explain what the data means for their business, and catch it when the answer rests on a bad assumption. That's this job. We don't need a technician. We need someone who can tell the story technically, knows when the story is wrong, and can direct the agent to fix it.

You'll own a small portfolio of our largest, most strategic accounts (3 to 5 accounts, $120k+ ARR each) from onboarding through renewal. On any given day you're leading an executive conversation with one customer, untangling a hard data problem for another, and building the case for expansion with a third.

About CorralData

CorralData is a HIPAA-compliant AI analytics platform. We connect 600+ data sources, including EMRs, CRMs, ad platforms, POS and billing systems, so customers can ask questions in plain English through our AI agent, AskCorral, and get answers, dashboards and recommendations in minutes, without building a traditional data stack. Our customers are in medspa and aesthetics, dental, behavioral health, plastic surgery, private equity and retail.

We're a remote team, and most of us have worked together before and chose to do it again. We're nearly cash-flow positive and hire off our own revenue, not the next funding round.

What You'll Do

Own the executive relationship

• Be the senior, trusted voice for VP and C-level stakeholders across operations, marketing, finance and clinical leadership

• Run QBRs and executive reviews focused on ROI, performance and what's next, not a tour of dashboards

• Build relationships across each account so no renewal depends on a single champion

• Bring something new to every executive conversation: an insight they didn't ask for, a use case they haven't tried, or a clear read on what the data says about their business

Own renewals, expansion and NRR

• Own Net Revenue Retention (NRR), renewals and expansion for your strategic accounts

• Build multi-year account plans and find expansion across teams, locations and use cases

• Partner with Sales on expansion deals, and turn successful rollouts into the case for the next one

Solve the hard problems

• Lead onboarding for new strategic accounts and get them live within 30 days, with data validated end-to-end before go-live

• Diagnose hard pipeline and data model problems where the right answer depends on how the customer's business actually works, not just what the query returns

• Make the judgment calls under ambiguity: what to promise and when, which scope tradeoffs to make, and how to handle sensitive and regulated data, including PHI

• Escalate with a diagnosis, a recommended path, owners and a timeline, and stay in the driver's seat until it's resolved

Direct and check the AI

• Direct, review and correct TAM Bot's work at volume: ticket replies, recaps and briefs, monitoring alerts, SQL and model fixes, and board builds

• Approve what's right, fix what's wrong, and catch the assumptions the agent didn't know it was making before anything reaches a customer

• Feed what you learn back into how the agent works so it gets better across every account

Shape the product

• Turn what you hear from customers into clear product direction: the gap, who it affects, what it's worth and what good looks like

• Work with engineering and product to scope and deliver new integrations and features for strategic accounts

• Mentor other TAMs on complex accounts and help set how we run QBRs, account planning and expansion

What Success Looks Like

• Strategic customers launch within 30 days and hit a first measurable win in production

• Executives at your accounts use their data to make real decisions and see you as a strategic partner

• Your accounts renew and expand, and NRR stays above target

• Hard data issues get diagnosed and fixed quickly, and nothing wrong from the AI reaches a customer

• Customer needs you surface show up in the roadmap

How We Work

We keep ego low and expectations high. You'll get real autonomy and own outcomes, not paperwork. The three things we care about most:

• Curiosity. You ask "why do you think that?" of customers and of the AI, and you dig a level deeper until the answer holds up

• Ownership. You genuinely care how your customers do, take pride in your work and get things across the finish line

• Organization. You run a demanding portfolio without dropping threads, and nobody has to chase you

We also look for people who create clarity in ambiguous situations, want feedback and use it, and are kind and low-drama.

Must-Haves

• 7+ years of total experience, including 4+ years in customer-facing technical roles (TAM, senior CSM, solutions engineering, post-sales engineering or similar)

• A proven revenue book: you've owned renewals, expansion and NRR on strategic or enterprise accounts

• Executive presence: you're credible and comfortable with VP and C-level customers, and you can run a QBR that leads to a decision

• SQL and data modeling strong enough to verify, debug and correct AI agent work and to diagnose hard data issues. You won't be writing routine queries all day, but you'll know when one is wrong and why

• Daily, hands-on use of AI tools in your work, plus the judgment to question their output and spot when they're making assumptions

• Sound judgment with sensitive and regulated data, and the confidence to make scope and commitment calls when the answer isn't obvious

• Working knowledge of common business and marketing KPIs (revenue, retention, conversion funnels, acquisition costs), enough to talk credibly with executives about their own data

• Strong QA judgment: you spot numbers that look wrong, trace them to the source, and validate before anything reaches a client

Nice-to-Haves

• Experience with healthcare or medspa data (EMRs, practice management, billing), or with aesthetics or dental data

• Familiarity with ETL or pipeline tools such as Fivetran or Airbyte

• Familiarity with common data sources like GA4, CRMs and paid media platforms

• Experience with BI dashboards (Tableau, Looker, Power BI or similar)

• Experience mentoring TAMs or CSMs, or building playbooks for a customer team

Compensation and Benefits

• Base salary: $140,000

• Bonus target: $40,000/year, paid quarterly ($10,000 a quarter)

• OTE: $180,000

• Paid health, dental and vision, with an optional upgraded tier

• Unlimited PTO, plus the company closes between Christmas and New Year's

• 401k and life insurance

• Fully remote (US, Eastern or Central time zone)

EEO Statement

CorralData is an equal opportunity employer. We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, genetic information, marital status or any legally protected status.