Technical Account Manager (MSP / TAE)

Bowman Williams; San Dimas (CA); On-site; USD 115,000 - 135,000; Full time

Benefits offered by this job

Profit sharing 5% to 10% after 6 meses

Medical, Dental, and Vision coverage

401(k) with company match

PTO and holidays

Life and AD&D Insurance

FSA and HSA options

Adoption assistance

Job summary

Bowman Williams, a growing MSP, seeks a Technical Account Manager / Technical Alignment Engineer to proactively own client technology environments. You will review environments, identify risks, and turn findings into strategic recommendations that drive better technology decisions for clients.

Ideal candidates have hands-on MSP infrastructure experience and strong MS 365/Azure skills, with a track record in documenting and communicating clear client deliverables.

Qualifications

• 2+ years hands-on MSP infrastructure experience.
• Strong working knowledge of Microsoft 365 and Azure, servers, endpoints, networking, and security.
• Experience reviewing client environments, identifying gaps, and presenting recommendations.
• Experience with MSP platforms such as ConnectWise, IT Glue, or similar.

Responsibilities

• Proactively review client infrastructure, Microsoft 365, endpoints, networking, and security against established standards.
• Lead technical client meetings, service days, and environment reviews.
• Identify recurring technical issues and recommend improvements before they become larger problems.
• Turn technical findings into clear client recommendations and project opportunities.
• Maintain client runbooks, standards, and documentation in IT Glue and SharePoint.
• Partner with vCIO and engineering teams on Technology Business Reviews and strategic planning.
• Use Microsoft 365 Copilot and automation tools to improve documentation and client deliverables.

Skills

MSP experience

Client-facing

Microsoft 365

Azure

Security

Documentation

Tools

ConnectWise

IT Glue

SharePoint

Lifecycle Insights

vCIO Toolbox

Job description

Work Model: Onsite with local client visits

Salary: $115,000 to $135,000

Profit Sharing: 5% to 10% of base salary after 6 months

MSP Experience: Required

Move Beyond Reactive MSP Support

We are a growing Managed Services Provider hiring a Technical Account Manager / Technical Alignment Engineer to take proactive ownership of client technology environments.

This role is ideal for someone with MSP Technical Account Manager, Technical Alignment Engineer, or similar client-facing technical experience who also has a strong hands‑on infrastructure background.

Rather than spending your day in a reactive ticket queue, you will proactively review client environments, identify technical risks, improve alignment with standards, and turn your findings into recommendations that help clients make better technology decisions.

What You Will Own

• Proactively review client infrastructure, Microsoft 365, endpoints, networking, and security against established standards
• Lead technical client meetings, service days, and environment reviews
• Identify recurring technical issues and recommend improvements before they become larger problems
• Turn technical findings into clear client recommendations and project opportunities
• Maintain client runbooks, standards, and technical documentation in IT Glue and SharePoint
• Partner with vCIO and engineering teams on Technology Business Reviews and strategic planning
• Use Microsoft 365 Copilot and automation tools to improve documentation and client deliverables

What We Are Looking For

• MSP Technical Account Manager, Technical Alignment Engineer, or similar proactive client-facing technical experience
• 2+ years of hands‑on MSP infrastructure experience
• Strong working knowledge of Microsoft 365, Azure, servers, endpoints, networking, and security
• Experience reviewing client environments, identifying technical gaps, and presenting recommendations
• Experience with ConnectWise, IT Glue, or similar MSP platforms
• Strong client communication, organization, documentation, and follow-through
• Experience with myITprocess, Lifecycle Insights, vCIO Toolbox, or similar tools is a plus

Compensation and Benefits

• $115,000 to $135,000 base salary
• 5% to 10% profit sharing after 6 months
• Medical, Dental, and Vision coverage effective Day 1
• 401(k) with company match after 3 months
• PTO, paid sick time, federal holidays, and 2 floating holidays
• $50,000 Life and AD&D Insurance
• FSA and HSA options
• $1,500 adoption assistance
• Opportunity to move from reactive support into proactive technical ownership, client strategy, and long-term account leadership