Manage a portfolio of MSP clients as primary technical contact: run TBRs/QBRs, produce action plans, create quotes and scopes, coordinate internal teams, surface risks, and assist the CTO with standards and account planning.
The Role
As a Remote Technical Account Manager, you will own the health and growth of a defined client portfolio. You will run recurring client reviews (TBRs/QBRs), maintain account plans, coordinate internal execution, and produce quotes and scopes that turn needs into action.
You will work closely with our CTO to keep clients aligned to standards, surface risk early, and drive remediation and lifecycle planning that protects the client and strengthens the relationship.
What You’ll Do
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.
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.
Assist the CTO with account planning, standards adoption, and identifying recurring patterns that need improvement.
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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