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.
Similar Jobs
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Provides proactive technical account management for strategic cybersecurity customers. Responsibilities include customer onboarding, platform training, health checks, issue resolution, escalation management, success planning, knowledge-base development, renewal-risk mitigation, and expansion support. The role serves as a customer advocate while collaborating with support, engineering, and sales teams. Candidates need cloud, application infrastructure, security, incident response, forensics, networking, and cloud architecture expertise, along with strong communication and customer-success skills.
Top Skills:
Ai TechnologiesCloud ArchitectureCloud InfrastructureCloud-Native ServicesComputer ForensicsCrowdstrike Falcon PlatformEnterprise Application TechnologiesNetwork AdministrationSaaSWorkload Security
eCommerce • Analytics
Provides technical leadership for enterprise Adobe Journey Optimizer implementations, integrations, migrations, deployments, troubleshooting, and production validation. Serves as the technical liaison among customers, partners, Adobe Customer Success, and Product Engineering. Investigates issues using logs, APIs, payloads, diagnostics, and configuration; identifies risks and edge cases; leads escalations, environment changes, feature rollouts, and stabilization while communicating findings to technical and executive stakeholders.
Top Skills:
Adobe Experience CloudAdobe Experience PlatformAdobe Journey OptimizerJSONRest ApisWeb Services
Healthtech • Information Technology
Own post-sales customer relationships from contract signing through implementation, renewals, and expansion. Manage onboarding, resource allocation, project finances, SOWs, delivery coordination, escalations, customer reviews, and satisfaction. Partner with sales, Agile Leads, and technical teams to ensure successful implementations, identify upsell opportunities, and align deployments with customer objectives. Healthcare technology, interoperability, FHIR, and HL7 experience are preferred.
Top Skills:
FhirHl7KanbanScrum
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
