Technical Account Manager – MSP

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

A technology services provider is seeking a methodical, client-focused Technical Account Manager to proactively assess and improve client IT environments. You’ll work alongside internal IT teams to modernize technology, strengthen security, and align IT decisions with business priorities.

In this AI- and security-focused role, you’ll benchmark client environments against MSP and industry standards, document findings, and help prevent recurring issues. You’ll build trusted client relationships through thoughtful questions, clear communication, and reliable follow-through.

What you’ll do

• Audit client LAN/WAN, servers, endpoints, and security configurations against MSP and industry standards.
• Keep client scorecards current and drive findings toward documented resolution.
• Lead client-facing meetings, complete client checklists, and deliver technical service-day reports while keeping engagements focused on proactive work.
• Identify underlying misalignments that contribute to recurring tickets, and recommend changes to reduce reactive support needs and resolution times.
• Build and maintain client technical libraries, runbooks, and standard operating procedures in IT Glue and SharePoint.
• Identify project opportunities from technical assessments and coordinate recommendations with vCIO and Technology Business Review processes.
• Use Microsoft 365 Copilot and Copilot Studio to support automation, SOP development, and client-ready summaries of benchmarking results.
• Visit client sites regularly to assess environments, review findings, and support proactive planning.

What you’ll bring

• At least 5 years of hands‑on infrastructure experience in an MSP environment, including LAN/WAN, servers, endpoints, RMM, and security tools.
• Demonstrated experience proactively benchmarking real client infrastructure against defined standards and turning findings into documented, client‑facing recommendations.
• Familiarity with the ConnectWise suite, including PSA, RMM, and CPQ.
• Experience with Microsoft 365, Azure, and lifecycle benchmarking tools such as myITprocess, Lifecycle Insights, or vCIO Toolbox.
• Strong documentation, organization, and client communication skills.
• Reliable transportation for regular on‑site client visits.
• Medical, dental, and vision coverage, plus $50,000 life and AD&D insurance, effective on day one.
• 401(k) with company match after 3 months.
• 80 hours of PTO, 6 paid sick days, 7 paid holidays, and 2 floating holidays.
• Employer-paid long‑term disability, FSA/HSA options, Employee Assistance Program, and $1,500 adoption assistance.
• Profit sharing after 6 months, with payments ranging from 5% to 10% of base salary.