Xperteks
Remote Technical Account Manager
Remote Technical Account Management role with clear candidate location fit.
PostedJun 8, 2026
Eligible countries1 accepted country
Seniority signalMiddle
Work settingRemote
Accepted candidate locations
USA
Role overview
Remote Technical Account Manager
Requirements and responsibilities
Readable role content extracted into sections for faster review.
Account Ownership and Client Leadership
- Serve as the primary point of contact for assigned accounts and build long-term trust.
- Run proactive communication cadences and manage escalations with calm, clear leadership.
- Align client stakeholders around priorities, timelines, and outcomes.
Technical Business Reviews (TBRs/QBRs)
- Prepare and present recurring business-focused technical reviews covering:
- Service trends and recurring issues
- Security posture and key risks
- Backup and business continuity posture
- Infrastructure lifecycle and refresh planning
- Recommendations and prioritized next steps
- Convert findings into action plans, projects, and remediation roadmaps.
Details
- Service trends and recurring issues
- Security posture and key risks
- Backup and business continuity posture
- Infrastructure lifecycle and refresh planning
- Recommendations and prioritized next steps
- Microsoft 365 fundamentals, identity and access concepts
- Endpoint management and patching concepts
- Networking fundamentals (firewalls, switches, Wi-Fi basics)
- Backup and business continuity fundamentals
- Security fundamentals (MFA, EDR, phishing risk, DNS filtering)
Quoting and Scoping
- Create accurate quotes for hardware, licensing, managed services changes, and project work.
- Draft clear scopes of work including assumptions, exclusions, deliverables, and timelines.
- Coordinate sourcing, vendor options, and procurement workflows as needed.
Internal Execution and Standards Alignment
- Coordinate with service desk, security, and projects teams to ensure work is completed and documented.
- Ensure client documentation stays current and aligned with standards in our documentation system.
Required Experience and Skills
- 3+ years in an MSP or IT services environment in a client-facing role (TAM, support, Service Manager, Project Coordinator with client ownership, etc.).
- Strong technical fluency across typical SMB stacks:
- Microsoft 365 fundamentals, identity and access concepts
- Endpoint management and patching concepts
- Networking fundamentals (firewalls, switches, Wi-Fi basics)
- Backup and business continuity fundamentals
- Security fundamentals (MFA, EDR, phishing risk, DNS filtering)
- Confident presenting to executives and business owners.
- Strong organization, follow-through, and written communication.
What Success Looks Like
- Clients feel informed and supported through consistent touchpoints and clear planning.
- TBRs are delivered on-time and produce actionable next steps.
- Quotes are accurate, timely, and clearly scoped with minimal rework.
- Account risks are surfaced early and moved into remediation plans.
- The CTO gains leverage through better account coordination, standards adoption, and documentation discipline.
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