Customer Account Manager

PeopleSharp; Richmond (VA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health insurance

PTO

Retirement plan

On-site gym

Sauna

Gaming room

Mentorship

Career growth

Job summary

Bastionpoint Technology in Richmond, VA is seeking an experienced Account Manager to serve as the primary relationship contact for assigned MSP clients. You will learn each customer's business, industry, and technology landscape, build trust with executives and office managers, and advocate for customers across Bastionpoint's teams.

Based on-site, you will conduct quarterly business reviews, prepare clear, business-focused presentations, and manage multiple client relationships with strong

Qualifications

• 2+ years in account management or similar customer-facing roles.
• Experience in MSP/tech environment preferred.
• Able to present to individuals and groups in person or virtually.

Responsibilities

• Serve as primary relationship contact for assigned Bastionpoint customers.
• Conduct customer check-ins and onsite visits.
• Advocate for customers internally while representing Bastionpoint professionally.
• Schedule, prepare, and conduct Quarterly Business Reviews (QBRs).
• Organize technical information into clear business-focused presentations.
• Work with technical teams to develop customer recommendations.
• Maintain customer profiles and account history.

Skills

Account management

Customer success

Client services

Relationship management

MSP experience

B2B environment

Presentations

Virtual meetings (Teams/Zoom)

Slide deck creation

Documentation

Multi-tasking

Communication

Tools

CRM systems

PSA software

Ticketing systems

Job description

Bastionpoint Technology is a rapidly growing Managed Service Provider (MSP) delivering modern IT solutions to businesses throughout the Richmond, VA area. We pride ourselves on a collaborative, fast-paced, and supportive environment where team members are encouraged to grow professionally and build long-term careers in IT.

If you're looking for a role where you can work across diverse technologies and client environments while being part of a tight knit, forward-thinking team, this could be the perfect next step. This is an on-site role based in Richmond, VA.

What You'll Get

• Annual salary of $60-65K
• Health insurance, PTO, and retirement plan
• Access to an on-site gym, sauna, and gaming room
• Friendly, people-focused leadership and strong technical mentorship
• A fast-paced environment with real opportunities for career growth and advancement

What You'll Do

• Serve as a primary relationship contact for assigned Bastionpoint customers. Build strong relationships with business owners, executives, office managers, and other key customer contacts. Learn each customer's business, industry, technology environment, priorities, and challenges.
• Conduct customer check-ins and onsite visits.
• Advocate for customers internally while representing Bastionpoint professionally and consistently.
• Schedule, prepare, and conduct Quarterly Business Reviews (QBRs).
• Organize technical information and recommendations into clear presentations that business leaders can understand.
• Work with Bastionpoint's technical teams to develop recommendations for customers.
• Maintain customer profiles, contacts, business information, meeting notes, and account history.

What You Bring

• 2+ years of experience in account management, customer success, client services, relationship management, or a similar customer-facing role.
• Experience working in an MSP, technology company, professional services organization, or B2B environment is preferred.
• Comfortable presenting to individuals and groups in person and through virtual meeting platforms such as Microsoft Teams or Zoom.
• Experience creating, editing, and maintaining professional presentations and slide decks.
• Ability to organize large amounts of information into clear, usable documentation.
• Ability to manage multiple customer relationships and priorities simultaneously.
• Ability to have difficult conversations professionally when necessary.
• Ability to translate technical conversations into understandable business language.
• Strong problem-solving skills and good judgment.
• Comfortable learning new technology, systems, and processes.
• Experience with CRM, PSA, ticketing, or account-management platforms is helpful.