Technical Account Manager

We are seeking a highly organized and technically savvy Technical Account Manager (TAM) to join our 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.

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

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 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

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

Should be amenable to a permanent night shift schedule.