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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FocusTechnical Account ManagementRole area
Seniority signalMiddleCandidate level
StackStack listed in descriptionPrimary skills
Location1 accepted countryEligibility

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