Full-Time
Technical Account Management Consultant
Posted on 8/18/2026
Abrigo
501-1,000 employees
SaaS risk management for financial institutions
No salary listed
Remote in USA + 2 more
More locations: Austin, TX, USA | Raleigh, NC, USA
Remote
Travel up to 10% may be required for on-site optimizations or strategic planning sessions.
Bachelor's, MBA
 Sales & Account Management (1) |
|---|
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- Excellent communication, relationship management, and consultative skills.
- Strong analytical skills and experience with software configuration or optimization.
- Experience working with financial institutions or in a banking or lending environment is preferred.
- Proven ability to manage customer relationships and prioritize competing demands.
- A Bachelor’s Degree is required.
- Additional certifications or a Master of Business Administration are preferred.
- Prior knowledge and experience operating the Sageworks Loan Origination System are preferred.
- Comfort navigating a dynamic environment with cross-functional collaboration.
- Serve as a primary technical advisor and advocate for a dedicated set of clients, aligning configurations and system use with customer goals and evolving business needs.
- Provide proactive, consultative guidance through regularly scheduled check-ins, ongoing analysis of system utilization, and strategic recommendations.
- Lead recurring or one-time optimization engagements by conducting in-depth configuration and usage reviews and delivering actionable insights to enhance efficiency and performance.
- Monitor customer adoption and usage trends, identifying risks or opportunities for training, configuration changes, or additional services.
- Facilitate communication across internal Abrigo teams on behalf of customers to resolve issues, clarify roadmap items, and ensure timely support and resolution.
- Maintain thorough knowledge of the Sageworks Loan Origination platform and remain up to date with new features and enhancements.
- Collaborate cross-functionally with Sales, Product, Support, and Client Success teams to ensure a seamless customer experience and drive value realization.
- Help manage time allocation for recurring service tiers, such as 4 or 8 hours per month, tracking efforts to ensure meaningful engagement within scope.
- Deliver insights gathered during optimization or recurring reviews back to internal teams to improve product design, documentation, and service offerings.
- Travel up to 10% as needed for on-site optimizations or strategic planning sessions.
- Experience working with financial institutions or in a banking or lending environment.
- Additional certifications or a Master of Business Administration.
- Prior knowledge and experience operating the Sageworks Loan Origination System.
Abrigo provides software-as-a-service (SaaS) risk management tools for banks and credit unions. Its solutions cover AML and fraud detection, lending/credit risk management, asset-liability management (ALM), and stress testing, all delivered via a cloud-based platform that automates and streamlines risk processes for financial institutions. The product suite helps customers increase loan production, cut false positives in fraud detection, and reallocate staff time toward growth initiatives. Competitively, Abrigo differentiates itself by focusing on community banks and credit unions, offering an integrated set of risk tools in one platform, plus educational resources and demonstrations to help clients stay current. The company’s goal is to improve efficiency, reduce costs, and support sustainable growth and profitability for its financial-institution clients.
Company Size
501-1,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
N/A
Headquarters
Austin, Texas
Founded
2000
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Simplify's Take
What believers are saying
- ACH fraud surged in 2025, boosting demand for Abrigo Fraud Detection.
- Nacha and OFAC pressure banks toward automated screening and remediation.
- Abrigo serves 2,400-plus institutions, giving APX a ready upgrade path.
What critics are saying
- April 2026 ShinyHunters leak exposed 711,099 accounts, damaging trust and sales.
- APX Q3 2026 faces underwriting, explainability, and exam scrutiny from regulators.
- Jack Henry, nCino, and Fiserv can outspend Abrigo across adjacent banking workflows.
What makes Abrigo unique
- Abrigo bundles AML, lending, ALM, and CRM for community banks.
- July 8, 2026 APX adds agentic lending with institution-specific guardrails.
- March 2026 acquisition of 360 View deepens analytics and profitability workflows.
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Benefits
Health Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Holidays
401(k) Retirement Plan
401(k) Company Match
Remote Work Options
Growth & Insights and Company News
6 month growth
↑ 1%1 year growth
↑ 0%2 year growth
↑ 0%Amazon's Abrigo unveils agentic AI platform to transform Small Business services. July 8, 2026 Raleigh, NC - In a significant development for financial institutions, Abrigo has unveiled its new Agentic Platform Experience (APX), poised to revolutionize the way banks and credit unions manage lending operations. Set to launch in Q3 2026, this AI-driven platform aims to streamline workflows in loan management while enhancing customer engagement. As small business lenders navigate increasingly competitive and operational pressures, the need for an efficient, responsive system is more pressing than ever. Abrigo's APX seeks to address these challenges by automating the entire lending process, from pipeline management and underwriting through to servicing and portfolio administration. With the promise of reducing manual labor by over 40%, this platform could significantly improve borrower experiences, ultimately allowing lenders to dedicate more time to their customers. Discover more Marketing Strategies Small Business News Staffing Solutions John Brichetto, president and CEO of Century Bank, comments, "The future of AI in community banking isn't about replacing people; it's about helping them have a greater impact." This perspective highlights the platform's aim to empower banking teams, thereby strengthening relationships with local businesses and enhancing service quality without compromising governance. In the current landscape, where nearly 40% of businesses have not met with their primary credit provider in the past two years (as noted by Datos Insights), the potential for improved customer engagement through streamlined processes cannot be understated. Kent Curtis, president and CEO of First Southwest Bank, echoes this sentiment: "As we work with Abrigo on the future of agentic lending, we're excited about the potential to create more capacity for our teams to focus on customers." At the heart of the Abrigo APX is a vital integration of human oversight and machine efficiency. The platform employs AI agents to validate information against specific institutional policies, providing teams with clear visibility of progress, priorities, and exceptions. Unlike traditional workflow tools that merely track tasks, Abrigo's AI agents actively coordinate and complete tasks, from document collection to quality control, enhancing overall operational efficiency. Discover more Marketing Strategy Ravi Nemalikanti, Chief Product and Technology Officer of Abrigo, emphasizes, "We built Abrigo APX with explainability, governance, and operational control at its core because financial institutions need AI that can scale responsibly." This commitment to responsible AI usage ensures that institutions can confidently adopt these technologies without sacrificing accountability. Community banks and credit unions are particularly optimistic about these advancements. Charith Mendis, Banking Leader at Amazon Web Services, notes, "Abrigo's platform on AWS lets these institutions move well beyond point automation toward fully orchestrated, agentic systems." This capability could empower small financial institutions to manage complex lending workflows end-to-end, all while keeping the human element in customer service top of mind. The emergence of the Abrigo APX provides relevant insights for small business owners seeking to understand the evolving landscape of financial services. Adopting such systems could not only streamline the lending process but also foster deeper, more meaningful relationships between lenders and borrowers. Improved efficiency could lead to quicker loan approvals and enhanced customer satisfaction - crucial factors for maintaining a competitive edge. Discover more Businesses Local Marketing Services Business Budgeting Tools However, it's essential for small business owners to consider potential challenges that may arise with the adoption of AI-driven platforms. The initial implementation of such technology requires a thorough understanding of the existing operational framework and may necessitate staff training to adapt to new workflows. Additionally, while automation can yield significant efficiency, it is crucial to maintain a balance between technological and personal interaction - essential for building trust in financial relationships. The Abrigo Agentic Platform Experience looks to reshape the future of lending through AI while ensuring institutions maintain their unique values and operational integrity. Expected to be available later this year, Abrigo's innovative solution promises not only to improve efficiency in lending operations but also to enhance the overall customer experience, a crucial element for any small business. Image Via BizSugar Sarah Lewis is a small business news journalist and writer dedicated to keeping entrepreneurs informed on the latest industry trends, policy changes, and economic developments. With over a decade of experience in business reporting, Sarah has covered breaking news, market insights, and success stories that impact small business owners. Her work has been featured in prominent business publications, delivering timely and actionable information to help entrepreneurs stay ahead. When she's not covering small business news, Sarah enjoys exploring new coffee shops and perfecting her homemade pasta recipes.
First United receives Maryland Community Investment Venture Fund award. First United Bank & Trust has been recognized as an inaugural award recipient of the Maryland Community Investment Venture (MCIV) Fund, a new initiative designed to expand access to capital and financial services across the state. The award was announced at the Expanding Horizons: The Access to Capital Forum held at the University of Maryland. This distinction underscores First United's commitment to fostering greater financial inclusion and supporting economic development throughout Maryland. The MCIV Fund, launched in partnership with Governor Wes Moore and Lieutenant Governor Aruna Miller's administration, aims to eliminate barriers to capital for underserved communities by encouraging financial institutions and fintech innovators collaboration. As part of this initiative, First United Bank & Trust is partnering with Abrigo, Inc. to enhance and streamline loan decision-making processes. This collaboration leverages a combination of community banking experience and advanced financial technology to better serve low- and moderate-income individuals. Lieutenant Governor Miller joined state officials, industry leaders, and community advocates at the forum to announce the initial round of grant partnerships, highlighting the importance of innovation in expanding economic opportunity. "Innovation is most powerful when it expands opportunity - and that shouldn't depend on your ZIP code or whether your community has historically had access to investment," said Lt. Governor Aruna Miller. "The MCIV Fund is about breaking down barriers and building pathways for Maryland entrepreneurs, families, and small businesses to thrive." First United's leadership and participation in the program reflect its strategic focus on creating meaningful impact through responsible lending and community engagement. "We are honored to be selected as an inaugural recipient of the MCIV Fund and to work alongside forward-thinking partners to broaden access to capital across Maryland," said Jason Rush, President and CEO of First United Bank & Trust. "At First United, we believe strong communities are built through opportunity and access. This initiative allows us to accelerate our efforts to deliver innovative financial solutions that empower individuals and businesses to grow and succeed." The MCIV Fund award recognizes institutions that are driving measurable outcomes in community investment while advancing a more equitable financial ecosystem. Through this recognition, First United Bank & Trust continues to demonstrate its dedication to strengthening the financial well-being of the communities it serves. First United Corporation operates one full-service commercial bank, First United Bank & Trust. The Bank has a network of community offices in Garrett, Allegany, Washington, and Frederick counties in Maryland, as well as Mineral, Berkeley, and Monongalia counties in West Virginia. First United's website can be located at MyBank.com. As of 3/31/2026, the corporation posted assets of $2 billion.
Abrigo - 711,099 breached accounts. 2026-05-14 07:05 In April 2026, the fintech software company Abrigo was targeted in a "pay or leak" extortion attempt by the ShinyHunters group. Shortly after, data allegedly taken from the company's Salesforce instance was published publicly and contained over 700k unique email addresses belonging to both Abrigo staff and external contacts. Whilst separate from Abrigo's Salesforce compromise via the Drift application connector the previous year, the data fields described in that incident are consistent with the ShinyHunters data, namely that it was "business contact information" including "institution name, employee name, email addresses, and phone numbers". Read the original article: Information security training In April 2026, the hacking group ShinyHunters claimed they had breached Amtrak. The group typically compromises organisations' Salesforce instances before demanding a ransom and later, if not paid, dumping the data publicly. They subsequently published the alleged data which contained over 2M unique email addresses along with names, physical addresses... April 17, 2026 In April 2026, the ultra-luxury hotel brand Aman was named by ShinyHunters as the target of a "pay or leak" extortion campaign, with the data allegedly obtained from their Salesforce CRM. The data was subsequently leaked publicly and contained over 200k unique email addresses. Whilst not present on all records,... May 1, 2026 In March 2026, the hacker and extortion group "ShinyHunters" claimed to have obtained a substantial corpus of data from ZenBusiness, a business formation and compliance platform. The group claimed the data had been exfiltrated from platforms including Snowflake, Mixpanel and Salesforce, and threatened to publish it if a ransom was... May 2, 2026
Aloan launches ai-powered loan underwriting platform for commercial lenders. Mar 24, 2026, 09:09 ET Commercial lending software goes from tax returns to committee-ready credit memos in under 30 minutes, with every figure traced to its source document DETROIT, March 24, 2026 /PRNewswire-PRWeb/ - Aloan (https://aloan.ai) today launched an AI-native commercial underwriting platform that takes banks and credit unions from raw financial documents to committee-ready credit memos in under 30 minutes. The same work typically takes lending teams days or weeks of manual work. Aloan handles the full underwriting workflow: document collection and organization, financial spreading, financial ratio calculation, policy compliance, credit memo generation and covenant monitoring. Every calculated figure maps to its source document, giving credit committees the audit trail they need to approve with confidence. "We watched a lender lose a seven-figure deal because their credit package took three weeks to assemble," said Tim Diamond, co-founder of Aloan. "The borrower didn't wait. That's the reality for community banks competing against larger institutions with bigger technology budgets. We built Aloan so a two-person lending team can move as fast as a team of 10." What Aloan Automates * Document collection and organization - Ingests tax returns, financial statements, rent rolls, personal financial statements and supporting documents, then matches and organizes them by entity, period and document type * Financial spreading - Reads and spreads tax returns (1040, 1065, 1120, 1120S), audited financials, interim statements and personal financial statements into standardized templates, reducing spreading time from hours to minutes per entity * Financial ratio calculation - Calculates debt service coverage, liquidity ratios and leverage metrics across multiple entities, guarantors and related businesses, including add-backs and adjustments an experienced analyst would identify * Policy compliance - Reads credit policy and guideline documents to automatically configure underwriting rules, then checks each deal against those requirements so exceptions are flagged before the file reaches committee * Credit memo generation - Produces committee-ready credit memos with source attribution mapping every figure to its source document * Covenant monitoring - Tracks covenant compliance across the loan portfolio with automated alerts when thresholds are approached or breached Built for Community Lenders "Lenders compete on relationships and local market knowledge, not technology budgets," said Mitch Barnard, co-founder of Aloan and a commercial lending veteran. "Community banks and credit unions are losing deals to larger institutions that can turn around credit packages faster. Aloan levels that playing field without replacing the credit analysts who know their markets best." Aloan integrates with existing loan origination systems like nCino and Abrigo, handling the underwriting analysis that those platforms weren't designed to automate. Banks keep their LOS workflow and Aloan makes the credit package that feeds into it. Founding Team Aloan was founded by Mitch Barnard, Andrew Blake, Tim Diamond, and Gerrit Yntema. The team combines direct commercial lending experience with engineering backgrounds from Google, Apple, Meta and X (formerly Twitter). Aloan is live in production with commercial lenders across the U.S and Canada. About Aloan Aloan (https://aloan.ai) is an AI-native commercial underwriting platform for banks, credit unions and commercial lenders. The platform handles financial spreading, financial ratio calculation, policy compliance, credit memo generation and covenant monitoring, taking lending teams from raw documents to committee-ready credit memos in under 30 minutes, with full audit trails and source attribution for every calculated figure. Media Contact SOURCE Aloan
Abrigo CEO Jay Blandford named "FinTech Company CEO of the Year" in 2026 FinTech Breakthrough Awards program. AUSTIN, Texas-(BUSINESS WIRE)-Abrigo, a leading provider of compliance, credit risk, and lending solutions for financial institutions, today announced that its CEO, Jay Blandford, has been selected as winner of the "FinTech Company CEO of the Year" award in the 10th annual FinTech Breakthrough Awards program. Jay Blandford, CEO of Abrigo, has led the company since 2022. Under his leadership, Abrigo delivers enterprise-grade, regulation-ready solutions purpose-built for community financial institutions. Share The global FinTech Breakthrough Awards program honors innovators and leaders across digital banking, payments, lending, cryptocurrencies, RegTech, InsurTech, and other fintech categories. It is conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies, and products in the market today. Jay Blandford, CEO of Abrigo, has led the company since 2022. Under his leadership, Abrigo delivers enterprise-grade, regulation-ready solutions purpose-built for community financial institutions. Abrigo's tools and services merge advanced technology with deep regulatory expertise and are designed to bring secure, explainable, and governance-ready AI directly into critical banking workflows. Blandford has also led strategic expansion through several acquisitions, strengthening Abrigo's automation, data analytics, and asset finance capabilities. With Blandford at the helm, Abrigo recently launched a suite of AI-powered banking solutions that address urgent industry needs, including rising fraud and increased demand for faster access to capital. These solutions have generated strong customer adoption, rapid return on investment, and industry recognition. Blandford is committed to Abrigo's customers and the communities they serve. He has strengthened customer advisory boards and championed collaboration forums. Abrigo's ThinkBIG industry event convenes nearly 1,000 bankers for peer learning, hands-on education, and dialogue around the future of banking. Blandford also fosters a culture of trust and collaboration through empowered leadership teams, small-group employee town halls, and support of Employee Resource Groups. "Jay Blandford's leadership blends innovation with integrity, performance with purpose, and growth with responsibility. He sets a standard for what FinTech leadership should be, empowering banks and credit unions to modernize and compete amid mounting regulatory complexity, staffing constraints, intensifying competition, and evolving customer expectations," said Steve Johansson, Managing Director, FinTech Breakthrough. "We're proud to announce that Jay Blandford is our 'FinTech CEO of the Year' for combining strategic vision, disciplined execution, and values-driven leadership to deliver measurable business impact while advancing customers, employees, and communities." "This award is truly a reflection of our entire team at Abrigo," said Blandford. "I aim to keep accelerating growth and investing in innovation so we can serve as the trusted technology partner community and regional financial institutions rely on to power their success." About Abrigo Abrigo is a leading provider of risk management, financial crime prevention, and lending software and services that help more than 2,400 financial institutions manage risk and drive growth in a rapidly changing world. Our AI-powered product portfolio helps institutions harness their data and leverage AI while maintaining trust, compliance, and explainability. We deliver transformational technology, product innovation, world-class support, and unparalleled expertise so our customers can face complex challenges and make big things happen. About FinTech Breakthrough Part of Tech Breakthrough, a leading market intelligence and recognition platform for technology innovation and leadership around the globe, the FinTech Breakthrough Awards program is devoted to honoring breakthrough innovation in Financial Technologies and Services companies and products. The FinTech Breakthrough Awards provide public recognition for the standout achievements of FinTech companies and products in categories that include Payments, Personal Finance, Cryptocurrency, Wealth Management, Fraud Protection, Banking, Lending, RegTech, InsurTech and more. For more information visit FinTechBreakthrough.com. Tech Breakthrough LLC does not endorse any vendor, product or service depicted in our recognition programs, and does not advise technology users to select only those vendors with award designations. Tech Breakthrough LLC recognition consists of the opinions of the Tech Breakthrough LLC organization and should not be construed as statements of fact. Tech Breakthrough LLC disclaims all warranties, expressed or implied, with respect to this recognition program, including any warranties of merchantability or fitness for a particular purpose.