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 at once. The TAM plays a critical role in client satisfaction, retention, and supporting new business through technical assessments during the sales process.

Key Responsibilities

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) :

Qualifications

Preferred Traits