Charlie Conner

Technical Account Manager

charlieconner91@gmail.com (240) 506-8824 linkedin.com/in/charlesconner91 github.com/cconner91

Professional Summary

Product-minded technical professional specializing in bridging customer needs with product capabilities to drive scalable growth. Experienced in AI-powered platforms, technical solution architecture, enterprise integrations, and data-driven optimization. Proven ability to translate complex technical requirements into scalable solutions, influence product direction through customer insights, and lead cross-functional initiatives spanning Product, Engineering, and Customer Success.

Employment

Invoca

Technical Account Manager

Feb 2025 – Present

Remote

▸Prototype and validate technical solutions by leveraging APIs, JSON payloads, webhooks, and integration platforms to automate workflows, troubleshoot complex data flows, and accelerate customer adoption of new platform capabilities.
▸Serve as the strategic technical partner for enterprise customers, designing scalable technical solutions that accelerate adoption of AI-powered products and improve customer outcomes.
▸Partner with Product and Engineering to translate customer feedback, platform analytics, and technical findings into actionable product enhancements, feature recommendations, and roadmap insights.
▸Lead enterprise adoption of Agentic AI capabilities by designing implementation strategies, optimizing AI workflows, and advising on automation opportunities across complex marketing technology ecosystems.
▸Architect and deliver complex technical solutions involving APIs, integrations, platform migrations, and custom workflows, collaborating across Engineering, Product, and Customer Success to ensure successful execution.
▸Investigate platform behavior, troubleshoot complex technical issues, and analyze customer data to identify optimization opportunities and improve platform performance, adoption, and long-term customer value.
▸Advise customers on scalable system architecture, data integrations, attribution strategies, and technical best practices across CRM, advertising, analytics, and marketing automation platforms.

Pingtree

Sr. Product Manager, Marketing Analytics

Aug 2022 – Feb 2025

Carlsbad, CA

▸Oversaw product development and delivered scalable GTM strategies for Pingtree, a B2B marketing analytics SaaS startup, servicing clients in the AdTech space.
▸Developed internal affiliate program and curated vertical-agnostic affiliate programs for clients.
▸Managed client success and satisfaction for SMB and enterprise-level clients, providing white-glove technical and operational client support via onboarding, integrations and daily optimization of an account portfolio exceeding $150,000 MRR.
▸Identified and engaged new partnership opportunities and facilitated the integration of their products and services, expanding our library of product solutions for clients.
▸Executed comprehensive client activation strategies to enhance engagement, retention and growth across diverse client segments.
▸Authored comprehensive technical documentation covering detailed user guides, API specs and troubleshooting instructions to ensure a great user experience.
▸Presented new and upcoming product releases through live demos and conference demonstrations.

Low6

US Game Partnership Executive(Part-Time)

Aug 2022 – Jul 2023

Carlsbad, CA

▸Collaborated with global teams and external sports betting partners to provide an optimized user experience.
▸Cultivated B2B relationships with gaming partners from the NHL, NFL and NCAA and strategized on enhancing user engagement.

Better.com

Underwriting Analyst

Sep 2021 – May 2022

Carlsbad, CA

▸Effectively supported cross-functional collaboration efforts to deliver a superior customer experience and maximize process efficiency.
▸Streamlined underwriting processes, enhancing efficiency and client satisfaction, delivering a positive experience for clients through the underwriting journey.
▸Performed comprehensive risk assessment of client's full credit and financial profile, analyzing key data points to develop income trend models resulting in the final decisioning of a file.

↑ Promoted

Operations Manager

Jan 2020 – Sep 2021

Carlsbad, CA

▸Managed 6-8 direct reports, conducting bi-weekly 1:1's, monthly performance evaluations, product implementation sessions, internal audit reviews and training workshops.
▸Drove initiatives to boost company portfolio diversification, resulting in new nationwide product offerings that addressed client needs and market demands.
▸Spearheaded the company's largest executive partnership, forging a direct B2B relationship with American Express.

Mortgage Warehouse LLC

Senior Mortgage Consultant

Dec 2017 – Jan 2020

Fort Myers, FL

▸Worked directly with secondary market investors to generate the best pricing and products for clients.
▸Elevated client satisfaction by ensuring seamless mortgage processes and closing deals quickly and efficiently.
▸Showcased ability to build long-lasting client relationships, with over 40% of closed deals in 2019 coming via direct referrals and repeat customers.
▸Recognized as the top producing consultant in my first month.

Skills

Product StrategyAI Workflow DesignJSON & Data Layer StructuringAPI IntegrationsA/B & Multivariate TestingEvent Tracking & AttributionData Modeling & AnalysisConversion Rate OptimizationPerformance Marketing & Affiliate ManagementGo-to-Market Strategy

AI & Agentic Systems

LangChain (LLM Orchestration)PolarisGumloopAnthropic | ClaudeOpen AI | ChatGPT

Technical & Dev

PostmanGitHubZapierWorkatoSQLVS Code

Data & Analytics

GA4TableauLookerDatabricksBigQueryHotJar

CRM / Marketing

SalesForceHubSpot

Ad Platforms

Google AdsMeta AdsTik Tok Ads

Experimentation / Tagging

VWOGoogle Tag Manager