Strategic Technical Account Manager (MSP & Security)

Bowman Williams; Pasadena (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Life and AD&D insurance

401(k) with company match

Paid time off: 80 hours PTO, 6 sick, 7

Paid holidays

FSA/HSA options

Employee Assistance Program

Adoption assistance

Profit sharing after 6 months

Job summary

Bowman Williams is seeking a methodical Technical Account Manager to proactively assess client IT environments and align IT decisions with business priorities. You will benchmark against MSP standards and document findings, building trusted client relationships through clear communication and follow-through.

You will lead client meetings, keep scorecards current, and drive proactive planning while coordinating with vCIO and technology review processes.

Qualifications

• 5+ years hands-on infrastructure experience in an MSP environment.
• Benchmark client environments against standards and convert findings to client-facing recommendations.
• Familiarity with ConnectWise suite: PSA, RMM, CPQ.
• Experience with Microsoft 365 and Azure.
• Strong documentation and client communication skills.
• Reliable transportation for regular on-site client visits.

Responsibilities

• Audit client LAN/WAN, servers, endpoints, and security configurations.
• Maintain current client scorecards and drive resolution of findings.
• Lead client meetings, complete checklists, and deliver technical service-day reports.
• Identify misalignments causing recurring tickets and propose changes to reduce reactive support.
• Build and maintain client libraries, runbooks, and SOPs in IT Glue/SharePoint.
• Identify project opportunities from assessments and coordinate with vCIO processes.
• Use Copilot Studio to support automation and SOP development.
• Visit client sites regularly to assess environments and plan proactively.

Skills

MSP infrastructure

Client communication

Documentation

Benchmarking

On-site visits

Tools

ConnectWise PSA

ConnectWise RMM

ConnectWise CPQ

Microsoft 365

Azure

Job description

Bowman Williams is seeking a methodical Technical Account Manager to proactively assess client IT environments and align IT decisions with business priorities. You will benchmark against MSP standards and document findings, building trusted client relationships through clear communication and follow-through.

You will lead client meetings, keep scorecards current, and drive proactive planning while coordinating with vCIO and technology review processes.