Technical Account Manager

Morris Technology Solutions; San Antonio (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Morris Technology Solutions in San Antonio is seeking a Technical Account Manager to manage and grow relationships with MSP clients as their trusted technical advisor while closing referred sales opportunities. This hands-on, client-facing role requires owning a book of business, carrying a number, and growing into senior client and sales leadership.

You will work with our technical team to scope, quote, and deliver hardware and projects, drive security and compliance adoption, and keep CRM and

Qualifications

• 2+ years of direct B2B sales or account management experience.
• Experience with MSP services like managed IT, help desk, networking, and security basics.
• Proficient with CRM and quoting tools and clear communication with executives.

Responsibilities

• Own a portfolio of MSP clients and act as primary contact and trusted advisor.
• Lead recurring Technical Business Reviews translating tech into business outcomes.
• Partner with technical team to scope, quote, and deliver hardware and projects; understand pricing and margins.
• Drive adoption of security, backup, and compliance standards to reduce client risk.
• Identify and close expansion opportunities inside existing accounts via cross-sell and up-sell.
• Own client satisfaction, retention, and renewals; anticipate issues and engage resources.

Skills

B2B sales

Account management

Client success

Communication

Ownership

Travel to client sites

Tools

CRM software

Quoting tools

Job description

Job Summary

Morris Technology Solutions is seeking a Technical Account Manager to manage and grow relationships with our existing MSP clients as their trusted technical advisor while closing referred and warm‑introduced sales opportunities. You will be the person clients call when they need guidance and the person we put in the room when a new opportunity comes in.

This position is intentionally hands‑on and client‑facing. It is a strong fit for someone who wants to own a book of business, carry a number, and grow into senior client and sales leadership.

Why MTS?

We are a San Antonio company solving real technology problems for growing organizations, and we are scaling fast. This is a chance to join early, own outcomes that matter, and build a career alongside people who will invest in you.

• Founded and headquartered in San Antonio. You will learn in person from experienced operators across both our healthcare IT consulting and managed services practices, with direct exposure to ownership.

• Become a foundational member of a growing MSP team and help build the sales and client success engine.

• Work shoulder to shoulder with leaders across technical, sales, and executive functions and build long‑term career relationships.

• MTS is a values‑based and people‑centric firm, as evidenced by our reviews on Google and Glassdoor!

Key Responsibilities

• Own the relationship for a portfolio of MSP clients and serve as their primary business contact and trusted advisor.

• Lead recurring Technical Business Reviews (TBRs), walking client leaders through environment health, roadmap, budget, risk, and upcoming needs while translating technology into business outcomes.

• Partner with our technical team to scope, quote, and deliver hardware, upgrades, and projects. Understand pricing, cost, and margin across the tools we use.

• Drive adoption of MTS standards across security, backup, and compliance to reduce client risk and reactive support time.

• Identify and close expansion opportunities inside existing accounts through cross‑sell and up‑sell.

• Own client satisfaction, retention, and renewals. Get ahead of issues before they escalated and engage the right internal resources when they do.

• Keep account activity, notes, and documentation current in Halo PSA and HubSpot.

• Own the full sales process for referred and warm‑introduced prospects, from first meeting to signed agreement.

• Run discovery and needs assessments, then work with the technical team to build right‑sized proposals and pricing.

• Present solutions in person and be the face of MTS in the room.

• Manage your pipeline and follow‑up cadence in HubSpot. Time your outreach around prospect contract renewals to catch them at the right moment.

• Build referral relationships and represent MTS in the community through networking, events, and local sponsorships in our target market.

• Hand off newly closed clients cleanly to onboarding and service delivery for a smooth start.

• Collaborate daily with the technical and service team on quotes, scoping, and escalations.

• Partner with the MSP Manager and ownership on growth priorities and target segments.

• Coordinate with vendors in our stack on pricing, solutions, and client issue resolution.

• Contribute in our EOS/L10 team meetings to sharpen processes, tools, and playbooks.

Required Qualifications

• 2+ years of experience in direct B2B sales, account management, or client success.

• Working familiarity with the technologies and services MSPs typically provide, including managed IT and help desk, networking, Microsoft 365, cybersecurity and compliance basics, VoIP, and software licensing.

• Comfortable using CRM and quoting tools efficiently and keeping them accurate and current.

• Strong communication skills with the ability to build trust with owners and executives and explain technical topics in plain language.

• San Antonio‑based with the ability to work in‑office and travel to client sites across the metro.

• A self‑starter who thrives with ownership, visibility, and a fast‑growing environment.

Preferred Qualifications

• Experience working within IT services or a Managed Services Provider (MSP).