Technical Account Manager

SUMMARY

We are seeking a highly organized and technically savvy Technical Account Manager (TAM) to join our team. In this role, you will serve as a critical liaison between our virtual CIO (vCIO) practice, internal project teams, clients, and vendors. You will play a hands-on role in ensuring client engagements run smoothly from capturing meeting insights to driving project execution and delivering polished findings back to clients.

This is a unique blend of account management, technical advisory support, and project coordination, ideal for someone who thrives in a fast-paced managed services or IT consulting environment.

JOB RESPONSIBILITIES

·       Client Engagement & vCIO Support

o   Attend and support virtual CIO (vCIO) meetings, capturing accurate and detailed meeting notes, action items, and decisions

o   Serve as a trusted point of contact for clients, building strong long-term relationships

o   Present findings, project updates, technology recommendations, and roadmap progress to clients in a clear and professional manner

o   Translate complex technical concepts into business-friendly language for client-facing communications

·       Project & Scope of Work Coordination

o   Collaborate with internal teams to ensure projects are progressing according to defined scopes of work (SOWs)

o   Track milestones, deadlines, and deliverables proactively identifying and escalating risks or blockers

o   Assist in the creation and review of SOWs, proposals, and project documentation

o   Maintain accurate records of project status, client communications, and follow-up items

·       Vendor Management & Procurement

o   Work with technology vendors to source pricing, quotes, and solutions aligned with client needs

o   Evaluate vendor proposals and assist in making recommendations based on client requirements and budget

o   Maintain and manage vendor relationships to ensure timely and accurate delivery of products and services

·       Sales Support & Business Development

o   Identify upsell and cross-sell opportunities within existing client accounts

o   Support the sales process by contributing technical insight to proposals and client presentations

o   Assist in renewing and expanding client contracts through proactive engagement and demonstrated value

QUALIFICATIONS

·       5+ years of experience in a technical account management, IT project coordination, or managed services role

·       Strong foundational knowledge of information technology, including networking, cloud services, cybersecurity, Microsoft/cloud platforms, and IT infrastructure concepts

·       Proven ability to manage multiple client accounts and projects simultaneously with a high degree of organization

·       Excellent written and verbal communication skills, including experience presenting to stakeholders or clients

·       Experience working with or supporting a vCIO function or IT consulting practice is a strong plus

·       Familiarity with vendor procurement processes and technology quoting tools (e.g., ConnectWise, IT Glue, Autotask, or similar PSA/RMM platforms)

·       Some sales acumen with a consultative, client-first approach

·       Experience in a Managed Service Provider (MSP) or IT consulting environment

·       Exposure to IT roadmaps, business reviews (QBRs), and technology alignment processes

·       Proficiency with CRM tools and project management platforms (e.g., HubSpot, Salesforce, Monday.com, Asana)

·       What Success Looks Like

o   In the first 90 days, a successful TAM will have a solid understanding of all assigned client accounts, be actively supporting vCIO engagements, and have established clear workflows for project tracking and vendor coordination. Long-term success is measured by client satisfaction, project delivery quality, retention, and account growth.

·       Skills & Attributes

o   Highly organized with strong attention to detail

o   Self-starter who can manage competing priorities independently

o   Strong interpersonal skills able to build trust with clients and internal teams alike

o   Analytically minded with a problem-solving orientation

o   Comfortable in both technical and executive-level conversations

o   Team player who collaborates cross-functionally

JOB REQUIREMENTS

·       Should be willing to accept a long-term work-from-home arrangement.

·       Should be amenable to a permanent night shift schedule.