MSP IT Account Advisor: Tech & Client Strategy

DataPerk; Birmingham (AL); On-site; USD 85,000 - 110,000; Full time

Job summary

DataPerk, Birmingham's leading MSP, seeks an IT Technical Account Manager to bridge sales, technology, and service delivery. You will speak with business owners to identify goals and map them to DataPerk solutions.

Ideal candidates have MSP experience and a solid IT foundation, with a proven ability to manage client relationships, coordinate across teams, and translate technical needs into actionable plans.

Qualifications

• Bachelor's degree in a related field or equivalent experience.
• Experience working with business clients or end users.
• Strong working knowledge of Microsoft 365, Windows, networking, and business applications.
• Experience using an IT ticketing/PSA or service-management system.
• Strong communication and interpersonal skills with the ability to communicate with both technical and non-technical audiences.
• Demonstrated ability to learn new technologies quickly and understand MSP product offerings.

Responsibilities

• Build trusted relationships with clients and serve as a knowledgeable technology advisor.
• Learn each client's business, goals, technology environment, and challenges.
• Assess client needs and recommend DataPerk products and services.
• Maintain a strong working knowledge of DataPerk's managed IT, cybersecurity, cloud, networking, Microsoft 365, and other technology solutions.
• Conduct client meetings, onsite visits, business reviews, and technology presentations.
• Confidently communicate technical concepts and recommendations to business owners, executives, and non-technical decision-makers.
• Partner with Account Managers during discovery, solution development, proposals, and sales opportunities.
• Serve as the technical bridge between Sales, Project Management, Service, Engineering, and the client.
• Play a key role in onboarding new clients, helping gather technical information, establish expectations, and transition clients successfully into service.
• Help identify technology gaps, risks, recurring issues, and opportunities for improvement.
• Assist with project scoping and ensure technical requirements are clearly communicated to internal teams.
• Support proposals, estimates, account reviews, CRM documentation, and account health initiatives.
• Represent DataPerk professionally at client meetings, community events, and business organizations.

Skills

MSP experience

Account management

Technical advisor

Communication skills

CRM software

Project coordination

Education

Bachelor’s degree in IT/CS/Business

Tools

CRM software

PSA systems

Microsoft 365

Windows

Job description

DataPerk, Birmingham's leading MSP, seeks an IT Technical Account Manager to bridge sales, technology, and service delivery. You will speak with business owners to identify goals and map them to DataPerk solutions.

Ideal candidates have MSP experience and a solid IT foundation, with a proven ability to manage client relationships, coordinate across teams, and translate technical needs into actionable plans.