Total Expert
As of 1 November 2026, Total Expert has 11 open roles (3 new in 30 days), its customer service & success team is hiring most, and its postings name Planhat, JavaScript and Microsoft Excel as the tools the team works in.
As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Minneapolis, Minnesota, United States
- Employees
- 201-500 employees (linkedin)
- Sells to
- financial institutions, mortgage lenders, banks
- Certifications on site
- Site languages
- EN
- Career system
- Lever
Total Expert in one screen
Read from totalexpert.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Total Expert is a software platform for financial institutions that combines customer insights, intelligent automation, and sales productivity tools. Its offerings include customer IQ, an AI center, a sales center, marketing automation, and compliance features. It serves banks, credit unions, mortgage lenders, and insurance companies.
Named on the site: financial institutions, mortgage lenders, banks, credit unions, insurance companies, banks and credit unions.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 598 scored.
What Total Expert says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Partner with CS Operations and data teams on Planhat and success metric reporting, built on queryable platform and usage data rather than hand-built tallies, so the value story is repeatable and automated.• Understands the development landscape (APIs, SQL, scripting languages such as Python and JavaScript, middleware and iPaaS, AI agents) well enough to judge what is possible, what effort it takes, and which skills the team needs to deliverProficient in Tools: Highly skilled in MS Excel, PowerPoint, Word, Outlook, and process mapping tools.Proficient in Tools: Highly skilled in MS Excel, PowerPoint, Word, Outlook, and process mapping tools.• Understands the development landscape (APIs, SQL, scripting languages such as Python and JavaScript, middleware and iPaaS, AI agents) well enough to judge what is possible, what effort it takes, and which skills the team needs to deliver• Comfortable in the operating tooling of technical delivery (Jira, Confluence, support and knowledge base platforms), and able to read a technical escalation well enough to judge its severity and route it.• Comfortable in the operating tooling of technical delivery (Jira, Confluence, support and knowledge base platforms), and able to read a technical escalation well enough to judge its severity and route it.Proficient in Tools: Highly skilled in MS Excel, PowerPoint, Word, Outlook, and process mapping tools.Proficient in Tools: Highly skilled in MS Excel, PowerPoint, Word, Outlook, and process mapping tools.• Working understanding of agentic tooling and the Model Context Protocol (MCP): how an MCP server exposes platform capability to an AI client, and how to put that to work inside a delivery team to expand what a subscribed hour accomplishes• Understands the development landscape (APIs, SQL, scripting languages such as Python and JavaScript, middleware and iPaaS, AI agents) well enough to judge what is possible, what effort it takes, and which skills the team needs to deliverVendors whose code loads on totalexpert.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
11 open roles, 8 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring customer service & success in United States →
| open · new 30 d | |
|---|---|
| Customer service & success | 5 · 2 |
| Software engineering | 5 · 1 |
| Sales | 1 · 0 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Total Expert to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Total Expert
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 598 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Total Expert (Minneapolis, United States, 201-500 employees) has 11 open roles, 3 new in 30 days, and names 14 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/totalexpert.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from totalexpert.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Lever career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Total Expert: questions
Does Total Expert use Planhat?
Yes, by the company's own words: 1 posting name it, first seen 2026-10-15, in the customer service & success team.
Is Total Expert hiring?
11 open roles as of 1 November 2026, 3 opened in the last 30 days and 0 closed. The largest team hiring is customer service & success.
Where does this profile come from?
From totalexpert.com itself: we crawled it on 2026-08-10, built the profile on 2026-08-16, and read its career site (Lever) hourly since. Headcount is from LinkedIn.
Who should I write to at Total Expert?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 3 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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