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.