Technical Account Manager

Position Summary

The Technical Account Manager (TAM) serves as a trusted technical and strategic advisor for small-to-mid-sized client accounts. This role mirrors many of the responsibilities of a vCIO but is tailored for smaller environments that require hands-on guidance, practical planning, and consistent communication.

The TAM is responsible for managing multiple client relationships simultaneously and must be highly organized, responsive, and proactive. This role balances strategic planning, ongoing client needs, and internal coordination across several accounts  TAM plays a critical role in client satisfaction, retention, and supporting new business through technical assessments during the sales process.

Account Management & Client Strategy (Existing Clients):

• Serve as the primary technical and strategic point of contact for assigned client accounts.
• Manage multiple client accounts concurrently while maintaining a high level of service, responsiveness, and attention to detail.
• Conduct regular business and technology review meetings to discuss performance, improvements, and upcoming needs.
• Develop and maintain right-sized IT roadmaps aligned with client business objectives and MIS Solutions  standards.
• Identify risks, inefficiencies, or gaps in client environments and make proactive, practical recommendations.
• Track action items, follow-ups, and deliverables across multiple clients to ensure commitments are met on time.
• Collaborate closely with internal technical and support teams to ensure alignment between strategy and day-to-day service delivery.
• Educate clients on cybersecurity best practices, compliance considerations, infrastructure planning, and relevant technology updates.
• Assist clients with IT budgeting, lifecycle planning, and technology upgrades.
• Assist with ordering equipment and managing receipt of hardware for clients, ensuring timely and accurate delivery aligned with project needs.
• Prioritize tasks effectively to balance strategic planning, client communication, and internal collaboration.

Sales Support & Technical Assessments (New Business Development):

• Partner with the New Business Development team to conduct onsite Network Discoveries for prospective clients.
• Evaluate current IT infrastructure, network design, and security posture of potential clients.
• Identify gaps, vulnerabilities, or misalignments and provide recommendations for improvement.
• Help determine whether a prospect is a strong fit for MIS Solutions  standards and service model.
• Clearly document and communicate findings to support proposal development and onboarding planning.

• 3-5+ years of experience in IT consulting, managed services, or technical account management.
• Experience supporting SMB clients and aligning technology solutions with business needs.
• Strong ability to manage multiple clients and priorities in a fast-paced, service-driven environment.
• Highly organized with strong documentation, follow-up, and time-management skills.
• Strong understanding of managed services environments and layered security approaches.
• Hands-on knowledge of networking, servers, Microsoft 365, cloud services, and cybersecurity solutions.
• Excellent communication skills with the ability to explain technical concepts to non-technical stakeholders.
• Ability to assess environments efficiently and translate findings into actionable recommendations.
• Experience with onsite technical assessments or pre-sales support is a plus.

• Consultative mindset with a strong customer-service orientation.
• Detail-oriented and process-driven, with a natural ability to stay organized while managing multiple client relationships.
• Enjoys being hands-on while still thinking strategically.
• Confident, approachable, and skilled at building long-term client relationships.
• Comfortable collaborating across technical, sales, and leadership teams.