---
title: 'Manager, Software Engineering at Total Expert'
canonical: 'https://feeny.ai/job/manager-software-engineering-total-expert-dallas-60awcravh4xm'
type: 'job'
last_seen: '2026-09-25'
---

# Manager, Software Engineering at Total Expert

- **Company:** Total Expert
- **Location:** Dallas, TX
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-07-16
- **Last confirmed live:** 2026-09-25
- **Apply:** https://jobs.lever.co/totalexpert/a860ffda-977c-494e-a2b8-fa996cbc7618

## Job description

Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume. Total Expert is looking for an experienced engineering leader to join its Product and Engineering organization to expand and support the Total Expert platform and the teams that build it. As a Manager, Software Engineering, you will be leading an engineering team responsible for driving continuous delivery of value to our customers. You will collaborate closely with Product and other stakeholders to create alignment and set technical direction. We are looking for a leader who excels at both coaching technologists and staying hands-on: participating actively in architectural conversations, contributing to technical design, and rolling up their sleeves to help resolve issues when the team needs it. A genuine passion for leading technologists using cutting-edge technologies and practices, including AI-assisted development tooling, is essential. What you’ll be doing: Collaborate with Product and other Engineering leaders to set priorities, manage work in progress, and provide technical direction. Actively participate in architectural discussions and technical design reviews, bringing hands-on expertise to shape sound decisions. Coach team members on problem analysis, estimating, software design, development, and testing within an Agile software methodology. Drive and develop the team’s Agile development processes with a focus on quality and lean principles. Champion AI-assisted development practices within your teams, including the use of tools like Claude Code and similar automation tooling to improve developer productivity and quality. Champion and support department-level objectives and process improvements across our Engineering teams to increase velocity and produce effective quality software that our customers love. Ongoing management and professional development of team members including goal setting, mentoring on software development practices, technical skill building, and expanding domain knowledge into related technologies or new areas of the Total Expert platform. What we are looking for: Bachelor’s degree in Computer Science, Software Engineering, Information Technology, or a related field. Passion for building great products, innovating, and solving complex customer problems. An equal passion for enabling great teams through listening, empathizing, serving, and inspiring. Someone that thrives in scale-up culture: has a growth mindset, is resilient, adaptable, and curious. 5+ years of experience working within a team-based event-driven distributed microservices environment. 5+ years of experience managing a software team and providing technical direction to team members. Demonstrated technical depth: able to engage meaningfully in architectural conversations, contribute to design decisions, and assist in debugging or resolving complex issues alongside the team. Experience leading groups of software and quality engineering team members using Agile or Lean development practices such as Scrum or Kanban. Demonstrated experience identifying, implementing, and measuring team processes to improve quality, flow, and developer experience. Familiarity with AI-assisted development tooling (e.g., Claude Code, GitHub Copilot, or similar) and a track record of integrating AI into engineering workflows to drive productivity. Experience working closely with, or managing, quality-focused team members on projects and support requests. Experience creating or driving best practices around leveraging automated unit testing to improve quality and increase velocity. Compensation/Benefits: The anticipated base salary range for this role is $160,000 - $190,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. This position is also eligible for an annual discretionary bonus based on company performance and other factors. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

## About Total Expert

## Company Overview
- **One-liner**: Total Expert provides a purpose-built customer engagement platform for financial institutions to unify data, marketing, sales, and compliance.
- **Entity Type**: Private (Series C, $86.25M total funding)
- **Headquarters**: St. Louis Park, Minnesota, United States
- **Founded**: 2012
- **Founders**: Joe Welu

## Core Business
- **Primary industry**: Financial Services (Fintech) – mortgage lending, banking, credit unions, and insurance.
- **Target customers**: B2B – financial enterprises (banks, lenders, credit unions, insurance agencies); over 200 customers including 15 of the top 25 U.S. banks and lenders.
- **Mission**: To help modern financial institutions deliver the perfect customer journey across every financial milestone, creating a financially healthier world.

## Products & Services
- **Total Expert Customer Engagement Platform**: A unified SaaS platform that integrates data, marketing automation, sales productivity, and compliance to manage the full customer lifecycle. Key modules include CRM, marketing automation, lead management, and analytics.
- **Voice AI Sales Assistant (2025)**: An AI-powered assistant built for mortgage lending to automate sales conversations.
- **Engage SMS (2024)**: Two-way text messaging for real-time customer communication.
- **Partner Marketplace (2024)**: A marketplace allowing customers to integrate best-in-class martech providers.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company)
- **Key Metric**: Annual Revenue – $52.5 million (2024 estimate); Total Funding – $86.25 million
- **Notable Investors/Partners**: Georgian (lead, Series C), Emergence Capital (Series B), Arthur Ventures, Rally Ventures (Series A). Customers include 15 of the top 25 U.S. banks and lenders.
- **Growth Signals**: Named #1 Mortgage CRM by G2; recognized on Inc. 5000 and HousingWire Tech100; headcount grew from ~15 to over 200 employees; launched multiple new products in 2024-2025 (Voice AI, SMS, Partner Marketplace).

## Competitive Advantages
- Purpose-built specifically for financial institutions, with deep compliance and regulatory support built into the platform.
- Unified platform combining CRM, marketing, and sales automation – reducing the need for multiple point solutions.
- Strong adoption among top-tier lenders (15 of top 25 US banks/lenders) and consistent rankings as industry leader (STRATMOR Group #1 CRM).

## Strategic Focus
- Expanding deeper into insurance vertical (announced tech collaboration in 2024).
- Leveraging AI (Voice AI assistant) to automate sales processes in mortgage lending.
- Growing partner ecosystem through the Partner Marketplace to offer a customizable martech stack.

## Why Work Here
- **Culture**: Emphasizes “Team Success” – respectful collaboration, continuous improvement, and a “fail fast” mentality. Recognized as a Top Workplace by Star Tribune.
- **Work policy**: Hybrid – offices in St. Louis Park/Minnesota and Dallas, Texas (Senior Software Engineer role listed as Hybrid in Dallas).
- **Benefits**: 401(k) match, flexible time off, health/dental/vision insurance, paid parental leave, community volunteer time off, pet insurance.
- **Engineering culture**: Opportunity to work on a platform used by top financial institutions; recent hires include a SVP of Engineering (Lauren Amundson) and a focus on innovation (AI, SMS, marketplace).

## Sources
1. [totalexpert.com/about](https://www.totalexpert.com/about)
2. [totalexpert.com/leadership](https://www.totalexpert.com/leadership)
3. [totalexpert.com/company/careers](https://www.totalexpert.com/company/careers)
4. [linkedin.com/company/total-expert](https://www.linkedin.com/company/total-expert)
5. [jobs.lever.co/totalexpert](https://jobs.lever.co/totalexpert)
6. [hudsonrock.com (financials from search results)](https://www.linkedin.com/company/total-expert) – revenue and funding figures are from the LinkedIn company page aggregated data.
7. [businesswire.com (2024 news)](https://www.businesswire.com) – product launches (Partner Marketplace, Engage SMS)
8. [morningstar.com (2025 news)](https://www.morningstar.com) – Voice AI Sales Assistant announcement

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