Proactive MSP Tech Account Lead

Bowman Williams; San Dimas (CA); On-site; USD 115,000 - 135,000; Full time

Benefits offered by this job

Profit sharing 5% to 10% after 6 meses

Medical, Dental, and Vision coverage

401(k) with company match

PTO and holidays

Life and AD&D Insurance

FSA and HSA options

Adoption assistance

Job summary

Bowman Williams, a growing MSP, seeks a Technical Account Manager / Technical Alignment Engineer to proactively own client technology environments. You will review environments, identify risks, and turn findings into strategic recommendations that drive better technology decisions for clients.

Ideal candidates have hands-on MSP infrastructure experience and strong MS 365/Azure skills, with a track record in documenting and communicating clear client deliverables.

Qualifications

• 2+ years hands-on MSP infrastructure experience.
• Strong working knowledge of Microsoft 365 and Azure, servers, endpoints, networking, and security.
• Experience reviewing client environments, identifying gaps, and presenting recommendations.
• Experience with MSP platforms such as ConnectWise, IT Glue, or similar.

Responsibilities

• Proactively review client infrastructure, Microsoft 365, endpoints, networking, and security against established standards.
• Lead technical client meetings, service days, and environment reviews.
• Identify recurring technical issues and recommend improvements before they become larger problems.
• Turn technical findings into clear client recommendations and project opportunities.
• Maintain client runbooks, standards, and documentation in IT Glue and SharePoint.
• Partner with vCIO and engineering teams on Technology Business Reviews and strategic planning.
• Use Microsoft 365 Copilot and automation tools to improve documentation and client deliverables.

Skills

MSP experience

Client-facing

Microsoft 365

Azure

Security

Documentation

Tools

ConnectWise

IT Glue

SharePoint

Lifecycle Insights

vCIO Toolbox

Job description

Bowman Williams, a growing MSP, seeks a Technical Account Manager / Technical Alignment Engineer to proactively own client technology environments. You will review environments, identify risks, and turn findings into strategic recommendations that drive better technology decisions for clients.

Ideal candidates have hands-on MSP infrastructure experience and strong MS 365/Azure skills, with a track record in documenting and communicating clear client deliverables.