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Total Expert Tech Stack

Customer engagement platform for banks, lenders, and credit unions

Financial Services St. Louis Park, Minnesota 201–500 employees Founded 2012 Privately Held

Total Expert operates a customer engagement platform purpose-built for financial services, unifying marketing, sales, CRM, and compliance in a single system. The tech stack is stable (SendGrid, Mailchimp, PHP, Python, MySQL, SQL Server) with no major tech migrations underway. Active hiring is concentrated in support (6 roles) with minimal engineering velocity — the org is managing customer growth and churn rather than shipping major platform changes.

Tech Stack 14 technologies

Core StackSendGrid Mailchimp PHP Python MySQL MariaDB SQL Server Datadog Postman LinkedIn AdRoll Bing Google SQL

What Total Expert Is Building

◆Challenges

Team efficiency
High churn
Supporting pipeline growth
Identifying buying intent signals
Budget pacing for paid media
Reducing escalations
Improving support documentation
Optimizing logging

▲Active Projects

Platform configuration
Content projects
Customer onboarding
Professional services packages
Professional services processes improvement
Customer advocacy at annual conference
Paid media campaigns on linkedin and adroll
Ad campaigns across paid search and remarketing
Enhance support documentation
Optimize logging

Hiring Activity

Accelerating10 roles · 8 in 30d

Department

Support

6

Engineering

1

Marketing

1

Sales

1

Seniority

Junior

4

Mid

4

Manager

1

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About Total Expert

Total Expert serves banks, lenders, credit unions, and insurance companies with a unified engagement platform. The product addresses the core financial-services workflow: customer data consolidation, multi-channel marketing execution, sales enablement, and compliance-safe communication across customer lifecycles. Founded in 2012 and based in St. Louis Park, Minnesota, the company operates at 201–500 employees and is trusted by more than 200 financial enterprises. Current operational focus spans platform configuration, customer onboarding, professional services, and paid media campaigns, with active initiatives to reduce support escalations and improve documentation.

HeadquartersSt. Louis Park, Minnesota

Company Size201–500 employees

Founded2012

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Total Expert use?

SendGrid, Mailchimp, PHP, Python, MySQL, MariaDB, SQL Server, Datadog, Postman, and Google and LinkedIn advertising platforms. No active tech migrations or replacements are underway.