Technical Account Manager (MSP)
The Technical Account Manager (internally known as a Client Technology Manager or CTM) is a client-facing technical role that helps clients get more from their technology through thoughtful strategy, clear direction, and long-term planning.
As part of our Service Delivery team, you’ll serve as a trusted advisor, working directly with client stakeholders to guide decisions, reduce risk, and ensure their technology aligns with business goals. This is not a help desk role and not a pure engineering role. It is a strategic, relationship-driven opportunity for someone who brings technical credibility, strong communication, and a proactive, ownership-driven mindset.
What You’ll Own
- The overall health, stability, and direction of your clients’ technology environments
- Client relationships, serving as the primary technical advisor and point of contact
- Technology roadmaps aligned to business goals, risk tolerance, and best practices
- Strategic planning meetings (QBRs), including preparation, facilitation, and follow-through
- Identifying risks, gaps, and opportunities across infrastructure, security, and operations
- Partnering with service, engineering, and project management teams to ensure execution aligns with strategy and standards
- Translate business needs into clear technical strategies and actionable plans
- Use reporting, trends, and environment insight to proactively guide client decisions
- Lead direction during escalations by providing context, defining priorities, and ensuring the right resources are engaged
- Ensure issues are not only resolved, but understood – driving root cause analysis and preventative improvements
- Partner with internal technical teams to ensure work is executed in alignment with long-term strategy
- Validate that solutions meet client needs and align with standards before and after implementation
- You provide consistent ownership and follow-through for your clients’ environments, ensuring priorities stay visible and progress keeps moving forward
- Clients trust you as their go-to technical advisor and strategic partner
- Roadmaps are driven forward proactively, not reactively
- Environments are stable, secure, and aligned with standards
- Issues lead to long-term improvements, not repeated problems
- Clients clearly understand what’s coming next and why
- You take full ownership, follow through reliably, and are comfortable making progress independently while collaborating with the right teams
- You proactively move client roadmaps forward with both client and company success in mind
- You genuinely care about your clients and take pride in being a trusted partner
- You are detail-oriented and communicate clearly, with documentation others can easily follow
- You are technically credible and can confidently guide conversations with both engineers and business stakeholders
- You think beyond immediate fixes and focus on long-term stability, security and growth
- 4+ years of experience in IT, ideally in a client-facing or MSP environment
- Strong technical foundation across Microsoft environments (M365, Azure/Entra, Windows Server), networking, and security fundamentals
- Experience participating in or leading client conversations, planning, or strategy
- Strong troubleshooting and problem-solving skills across infrastructure and systems
- Experience with MSP tools such as ConnectWise Manage and RMM platforms
- Familiarity with reporting tools such as Power BI
- Industry certifications (Microsoft, CompTIA, or equivalent)
- Clear and concise written and verbal communication
- High ownership, accountability, and follow-through
- Strong interpersonal skills and ability to build trust with client stakeholders
- Ability to manage multiple clients and priorities effectively
- Continuous improvement mindset, including leveraging automation and AI where appropriate
- Travel to client sites is required, sometimes with short notice.
- Prolonged periods sitting at a desk and working on a computer.
- Ability to lift up to 25 pounds.
- A flexible and fun work environment with events, lunch+ learns, ping pong, snacks, games, and books
- 3 weeks of PTO (4 weeks after 2 years) per year
- A 2-week sabbatical at 5 years and a 5-week sabbatical at 10 years
- Health, Dental, and Vision Insurance
- Disability Insurance
- Group and Supplemental Life Insurance
- Paid Family Leave
- 401(k) with 3% match
- ESOP!
- Team Profit Sharing
- Training program (including paid certifications, tuition reimbursement, and bonuses on achieving certs)
- Paid Volunteer Time Off