Technical Account Manager

CorpInfoTech; North Carolina; Hybrid; USD 120,000 - 180,000; Full time

Job summary

CorpInfoTech seeks a Technical Account Manager to act as a strategic advisor and technical liaison for clients. You will convert business goals into technology plans, expand adoption of managed services, and ensure delivery meets outcomes.

Build trusted relationships with both business and technical stakeholders and drive IT roadmap alignment. The role requires 5+ years in IT-related fields, strong experience with PSA/CRM, budgeting, and executive briefings.

Qualifications

• Bachelor’s degree in Business, Information Systems, or related field.
• U.S. Citizenship required (ITAR).
• Minimum 5 years IT, sales, solutions consulting, or account management experience.
• Minimum 3 years with Microsoft 365, Azure/Entra ID, networking, endpoint management, or cybersecurity technologies.
• Experience delivering QBRs, budgets, roadmaps, and exec briefings.
• Experience with PSA/CRM systems, quoting platforms, and asset lifecycle tools.
• Ability to translate technical risks and financial implications for execs.
• Clear English communication with technical and executive audiences.
• Willingness for hybrid or remote work and limited travel.

Responsibilities

• Develop and advance roadmap-driven technology initiatives and lifecycle improvements.
• Lead strategic technology planning, roadmaps, budgets, and standards priorities.
• Conduct QBRs and strategic planning sessions with executive stakeholders.
• Identify risks across lifecycle, licensing, cybersecurity, and operations.
• Maintain accurate opportunity pipelines and forecast in PSA/CRM systems.
• Foster long-term client relationships through proactive engagement and advisory.
• Coordinate with engineering, service, PM, procurement, and finance teams.
• Monitor client satisfaction and coordinate corrective actions as needed.
• Support renewal, warranty, licensing, and lifecycle planning activities.
• Contribute to internal process improvements and knowledge sharing related to account management.

Skills

IT Knowledge

Technical Sales

PSA/CRM systems

Executive communication

English fluency

Education

Bachelor's degree in Business/Information Systems

Tools

Microsoft 365

Azure/Entra ID

Quoting platforms

Asset lifecycle tools

Job description

We are a fast-growing Managed Services Provider (MSP) that helps clients align technology with business outcomes.

About the Role

The Technical Account Manager (TAM) serves as each client’s primary strategic advisor and technical liaison — converting business goals into executable technology plans, expanding adoption of managed services, and ensuring project and service delivery meet defined outcomes. This role develops trusted relationships with business and technical stakeholders, drives IT roadmap alignment, and ensures that technology investments deliver measurable business value. The TAM bridges strategy and execution, helping clients simplify IT complexity, strengthen cybersecurity posture, and optimize operations through disciplined technology lifecycle management.

Responsibilities

• Develop and advance roadmap-driven technology initiatives, client-requested opportunities, lifecycle improvements, standards-alignment recommendations, and strategic remediation activities within assigned managed services accounts.
• Lead strategic technology planning for assigned accounts, including development and maintenance of client technology roadmaps, lifecycle plans, budget recommendations, and Business Optimized Technology Ecosystem (BOTE)-aligned standards priorities.
• Conduct Quarterly Business Reviews (QBRs) and strategic client planning sessions, including preparation, executive presentation, risk analysis, budget discussion, strategic recommendations, and documented follow-up actions.
• Identify, evaluate, and prioritize lifecycle, warranty, licensing, cybersecurity, resiliency, and operational risks within assigned client environments and incorporate remediation planning into strategic recommendations and roadmaps.
• Maintain accurate opportunity pipeline forecasting, ownership, gross profit estimates, expected close dates, and next-action updates within PSA/CRM systems.
• Foster long-term client relationships through proactive engagement, executive-level communication, strategic advisement, and ongoing client health monitoring.
• Collaborate with engineering, service, project management, procurement, finance, and leadership teams to coordinate delivery, accountability, and execution of approved client initiatives and strategic priorities.
• Monitor client satisfaction, escalation trends, operational concerns, and identified client risks, coordinating corrective actions and escalation management as necessary.
• Support renewal, warranty, licensing, and lifecycle planning activities through inventory validation, standards alignment, budget forecasting, and strategic technology planning.
• Contribute to internal process improvement, operational maturity, standards alignment, and knowledge sharing related to strategic account management, lifecycle governance, and client technology planning.

Qualifications

• Bachelor’s degree in Business, Information Systems, or related technical field (or equivalent experience).
• U.S. Citizenship required (meets ITAR-defined “U.S. person” requirements).

Required Skills

• Minimum 5 years of professional experience in Information Technology, Technical Sales, Solutions Consulting, Technical Account Management, or Client Success.
• Minimum 3 years of practical experience with Microsoft 365, Azure/Entra ID, networking, endpoint management, or cybersecurity technologies.
• Experience developing or delivering QBRs, technology budgets, IT roadmaps, or executive-level technology briefings.
• Experience with PSA/CRM systems, quoting platforms, and asset lifecycle tools.
• Demonstrated ability to translate technical risks, financial implications, and strategic options for executive and technical audiences.
• Ability to communicate clearly in English with technical and executive audiences.
• Reliable attendance, punctuality, and self-directed time management.
• Ability to operate a computer, phone, and conferencing tools for extended periods.
• Typical office environment with flexibility for approved hybrid or remote work arrangements.
• Limited travel.

Preferred Skills

• 3+ years of Technical Account Management, Solutions Consulting, Account Management, or Client Success experience within an MSP, VAR, or IT consulting environment.
• 3+ years of experience developing and delivering QBRs, technology budgets, multiyear IT roadmaps, and executive technology briefings.
• 3+ years of experience using PSA/CRM systems, quoting platforms, and asset lifecycle tools.
• Experience developing strategic technology recommendations addressing cybersecurity, lifecycle, resiliency, standards alignment, and business requirements.
• Experience working directly with executive stakeholders to develop technology budgets, prioritize investments, and advance approved technology initiatives.
• Client Strategy, Opportunity Development, and Account Management – 45%
• Renewals, Warranties, and Lifecycle Management – 25%
• Quarterly Business Reviews (QBRs) and Strategic Planning – 10%
• Client Retention and Satisfaction Monitoring – 10%
• Pipeline Management and Reporting Accuracy – 5%
• Other Duties as Assigned – 5%

Minimum Annual Measurements of Accountability

• Develop, manage, and advance qualified opportunities within assigned accounts, including roadmap-driven technology initiatives and client-requested or operational opportunities, that achieve rolling two-quarter collected gross profit quota objectives, where annual quota is established at 2.5x annual base salary and subject to applicable commission plan terms and conditions.
• Maintain documented client technology roadmaps, lifecycle plans, budget recommendations, ABCD analyses, quarterly health forecast, and Business Optimized Technology Ecosystem (BOTE)-aligned standards priorities for 100% of assigned strategic accounts, reviewed and updated during each quarterly planning cycle.
• Conduct Quarterly Business Reviews (QBRs) for 100% of assigned quarterly-review clients each quarter, including executive presentation of client priorities, technology risks, strategic recommendations, budget considerations, and agreed follow-up actions.
• Review 100% of assigned hardware, warranty, licensing, and other renewal items at least 90 days prior to expiration, end-of-support, or renewal date to validate continued use, identify required changes, and provide the information necessary for renewal processing.
• Maintain current and accurate opportunity pipeline records within PSA/CRM systems for 100% of assigned active opportunities, including quotes and opportunities arising from client requests, roadmap initiatives, lifecycle needs, and other account activity, with current ownership, gross profit estimates, close dates, and next actions.
• Maintain proactive client engagement through strategic meetings client health reviews, risk identification, and documented follow-up actions to support client satisfaction and long-term account retention.
• Complete a minimum of 40 hours of annual professional development related to cybersecurity, IT strategy, Microsoft cloud technologies, account management, or managed services consulting, including:

a. Fortinet Certified Fundamentals (FCF) NSE 1-3

b. Assigned internal training for BOTE, CIS Controls, Shared Responsibility Model, and CorpInfoTech service delivery standards.

Minimum requirements / Working Conditions

• Bachelor’s degree in Business, Information Systems, or related technical field (or equivalent experience).
• U.S. Citizenship required (meets ITAR-defined “U.S. person” requirements).
• Ability to communicate clearly in English with technical and executive audiences.
• Reliable attendance, punctuality, and self-directed time management.
• Ability to operate a computer, phone, and conferencing tools for extended periods.
• Typical office environment with flexibility for approved hybrid or remote work arrangements.
• Limited travel (<20%) for client QBRs, strategic onsite visits, or workshops.