Job Description

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 and vCIO Support Attend and support virtual CIO (vCIO) meetings, capturing accurate and detailed meeting notes, action items, and decisions. Serve as a trusted point of contact for clients, building strong, long-term relationships. Present findings, project updates, technology recommendations, and roadmap progress to clients in a clear and professional manner. Translate complex technical concepts into business-friendly language for client-facing communications. Project and Scope of Work Coordination Collaborate with internal teams to ensure projects are progressing according to defined scopes of work (SOWs). Track milestones, deadlines, and deliverables, proactively identifying and escalating risks or blockers. Assist in the creation and review of SOWs, proposals, and project documentation. Maintain accurate records of project status, client communications, and follow-up items. Vendor Management and Procurement Work with technology vendors to source pricing, quotes, and solutions aligned with client needs. Evaluate vendor proposals and assist in making recommendations based on client requirements and budget. Maintain and manage vendor relationships to ensure timely and accurate delivery of products and services. Sales Support and Business Development Identify upsell and cross-sell opportunities within existing client accounts. Support the sales process by contributing technical insight to proposals and client presentations. 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 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 and Attributes Highly organized with strong attention to detail. Self-starter who can manage competing priorities independently. Strong interpersonal skills, able to build trust with clients and internal teams alike. Analytically minded with a problem-solving orientation. Comfortable in both technical and executive-level conversations. 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.