PTG Account Manager

The Proactive Technology Group•Nassau, NY

54d

About The Position

We are seeking a proactive and customer-focused Account Manager to join our Managed Services Provider (MSP) team. The Account Manager will play a pivotal role in ensuring client satisfaction, retention, and growth by actively engaging with clients, managing their needs, and helping them maximize the value of our services. This position will involve onboarding new clients, creating and sending proposals, and maintaining regular communication to understand client technology needs and develop future strategies.

Requirements

Bachelor's degree in business, technology, or a related field preferred.
Proven experience in account management, preferably in the IT or MSP industry.
Strong communication and interpersonal skills, with the ability to build and maintain client relationships.
Excellent organizational and project management skills.
Knowledge of technology solutions and the ability to understand and communicate technical concepts to non-technical clients.
Proficiency in CRM software and other relevant tools.
Results-driven with a track record of meeting or exceeding sales and client satisfaction targets.

Responsibilities

Proposal Management:
Prepare and send proposals to potential clients in a timely manner.
Customize proposals to address the specific needs and challenges of each client.
Follow up on proposals to address questions, provide additional information, and facilitate the decision-making process.
Client Relationship Management:
Build and maintain strong, long-lasting relationships with clients.
Conduct regular meetings with clients to discuss their current technology landscape, challenges, and opportunities.
Act as a trusted advisor to clients by providing guidance on technology solutions and strategies.
Collaborate with technical teams to ensure client needs are met and issues are resolved promptly.
Future Planning:
Work closely with clients to develop a strategic technology roadmap aligned with their business goals.
Identify opportunities for upselling or cross-selling additional services that can benefit the client.
Stay updated on industry trends and emerging technologies to provide valuable insights and recommendations.
Client Onboarding:
Collaborate with the sales and technical teams to smoothly onboard new clients.
Ensure a thorough understanding of the client's business, goals, and technology infrastructure during the onboarding process.
Develop a strong relationship with new clients from the outset to foster a positive experience.
Collaborative Issue Resolution:
Act as a liaison between clients and the project and helpdesk teams to ensure timely resolution of client issues and concerns.
Facilitate communication and coordination among teams to address technical challenges, service requests, and support tickets.
Provide valuable insights from client interactions to the technical teams to help improve service delivery and prevent recurring issues.
Collaborate with the project team to ensure successful implementation of technology projects, aligning with client expectations and timelines.