PTG Account Manager

The ProActive Technology Group; United States; On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Life insurance

Paid time off

Parental leave

Professional development and certifi c?

Referral program

Job summary

The ProActive Technology Group is seeking an experienced Account Manager to own a book of 15–25 managed services accounts, focusing on retention, expansion, and strategic IT alignment.

You will run QBRs, build technology roadmaps, and serve as the bridge between clients and our delivery teams, driving growth and long-term strategic partnership.

Qualifications

• 3+ years in account management.
• Proven retention and growth of client portfolios.
• Comfort leading QBRs and presenting tech strategies to executives.
• Working knowledge of the Microsoft 365 ecosystem.
• Strong written and verbal communication skills.

Responsibilities

• Own client relationships across 15–25 managed accounts and maintain QBR cadence.
• Build technology roadmaps and align IT investments with business goals.
• Identify and close expansion opportunities within existing accounts.
• Onboard new clients and ensure a smooth transition into managed services.
• Create and deliver customized proposals and manage follow-ups.
• Bridge clients with delivery teams to improve service and capture feedback.

Skills

Account management

Client retention

QBR leadership

Microsoft 365

Communication

Business strategy

Education

Bachelor's degree in business/technology

Tools

HubSpot

Salesforce

ConnectWise

Halo PSA

Datto

Job description

About PTG

Proactive Technology Group is an $8M+ managed IT services company serving mid-market businesses across the New York metro area. We are not a lifestyle MSP coasting on break-fix revenue. We are building something: a growth-stage IT services platform with active expansion into cybersecurity compliance, AI consulting, and strategic acquisitions. Our team of 35 operates with an ownership mentality, powered by EOS and a culture that rewards initiative over tenure.

If you want a role where you manage a spreadsheet and forward tickets, this is not it. If you want to own a book of business, shape client strategy, and grow alongside a company that is scaling aggressively, keep reading.

The Role

You will own the full client relationship lifecycle across a portfolio of 15 to 25 managed services accounts. Your job is retention, expansion, and strategic alignment. You are the person our clients call when they need to think through their technology future, not just when something breaks.

This is a revenue-generating, client-facing role with real authority. You will run Quarterly Business Reviews, build technology roadmaps, identify expansion opportunities, and serve as the connective tissue between our clients and our technical delivery teams.

What You Will Do

• Own Client Relationships Manage a defined book of business. Maintain a consistent QBR cadence. Know your clients' businesses well enough to anticipate needs before they surface. Drive net revenue retention above 105%.
• Build Strategic Roadmaps Work directly with clients to align their IT investments with business objectives. Translate technical capabilities into business outcomes. Position PTG as a long-term strategic partner, not a vendor.
• Drive Growth Identify and close expansion opportunities within existing accounts. Bring proposals that solve real problems, not generic upsells. You will be measured on account growth, not just account maintenance.
• Onboard New Clients Partner with sales and engineering to ensure every new client has a seamless transition into our managed services environment. Set expectations, build trust, and establish the rhythm of the relationship from day one.
• Manage Proposals Create and deliver customized proposals for new and existing clients. Own the follow-up. Move deals through the pipeline with urgency and precision.
• Bridge Clients and Delivery Act as the liaison between your clients and our helpdesk, project, and engineering teams. Ensure issues are resolved fast. Feed client intelligence back to operations to improve service delivery across the board.

Requirements

What We Are Looking For

Required:

• 3+ years in account management
• Demonstrated track record of client retention and account growth
• Comfort leading QBRs and presenting technology strategies to non-technical executives
• Working knowledge of the Microsoft 365 ecosystem
• Strong written and verbal communication skills

Preferred:

• 3+ years in account management within an MSP, IT services, or technology environment
• Experience managing $1M+ in recurring revenue across a client portfolio
• Understanding of cybersecurity compliance frameworks (CMMC, NIST, SOC 2)
• Background in mid-market B2B environments
• Familiarity with PSA/RMM platforms (Halo PSA, ConnectWise, Datto, or similar)
• CRM proficiency (HubSpot, Salesforce, or equivalent)
• Bachelor's degree in business, technology, or related field

Benefits

• Why PTG
• Growth, not stagnation. We are actively acquiring, launching new service lines, and expanding our footprint. Your career trajectory here has no artificial ceiling
• Operator culture. We run on EOS. Roles are clear. Accountability is real. You will not spend your time navigating politics or waiting for approvals
• Supportive team. 35 people who show up, do the work, and have each other's backs. Leadership is accessible. Wins are recognized. Development is funded
• Comp that reflects contribution. Base salary, monthly commission tied to performance, and a benefits package that covers the fundamentals and then some
• Benefits
  • 401(k) with company match
  • Health, dental, and vision insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development and certification funding
  • Referral program