Remote Technical Account Manager
Xperteks
•$80,000 - $100,000•Remote
About The Position
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.
Requirements
- 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.
Responsibilities
- 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.
- Prepare and present recurring business-focused technical reviews covering service trends, recurring issues, security posture, 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.
- 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.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
