Technical Account Manager – vCIO Services (Permanent WFH, Night Shift))

SUMMARY

We are seeking a highly organized and technically savvy Technical Account Manager (TAM) to join our team. In this role, you will serve as a critical liaison between our virtual CIO (vCIO) practice, internal project teams, clients, and vendors. You will play a hands-on role in ensuring client engagements run smoothly from capturing meeting insights to driving project execution and delivering polished findings back to clients.

This is a unique blend of account management, technical advisory support, and project coordination, ideal for someone who thrives in a fast-paced managed services or IT consulting environment.

JOB RESPONSIBILITIES

• Client Engagement & vCIO Support

  • Attend and support virtual CIO (vCIO) meetings, capturing accurate and detailed meeting notes, action items, and decisions
  • Serve as a trusted point of contact for clients, building strong long-term relationships
  • Present findings, project updates, technology recommendations, and roadmap progress to clients in a clear and professional manner
  • Translate complex technical concepts into business-friendly language for client-facing communications

• Project & Scope of Work Coordination

  • Collaborate with internal teams to ensure projects are progressing according to defined scopes of work (SOWs)
  • Track milestones, deadlines, and deliverables — proactively identifying and escalating risks or blockers
  • Assist in the creation and review of SOWs, proposals, and project documentation
  • Maintain accurate records of project status, client communications, and follow-up items

• Vendor Management & Procurement

  • Work with technology vendors to source pricing, quotes, and solutions aligned with client needs
  • Evaluate vendor proposals and assist in making recommendations based on client requirements and budget
  • Maintain and manage vendor relationships to ensure timely and accurate delivery of products and services

• Sales Support & Business Development

  • Identify upsell and cross-sell opportunities within existing client accounts
  • Support the sales process by contributing technical insight to proposals and client presentations
  • Assist in renewing and expanding client contracts through proactive engagement and demonstrated value

QUALIFICATIONS

• 5+ years of experience in a technical account management, IT project coordination, or managed services role

• Strong foundational knowledge of information technology, including networking, cloud services, cybersecurity, Microsoft/cloud platforms, and IT infrastructure concepts

• Proven ability to manage multiple client accounts and projects simultaneously with a high degree of organization

• Excellent written and verbal communication skills, including experience presenting to stakeholders or clients

• Experience working with or supporting a vCIO function or IT consulting practice is a strong plus

• Familiarity with vendor procurement processes and technology quoting tools (e.g., ConnectWise, IT Glue, Autotask, or similar PSA/RMM platforms)

• Some sales acumen with a consultative, client-first approach

• Experience in a Managed Service Provider (MSP) or IT consulting environment

• Exposure to IT roadmaps, business reviews (QBRs), and technology alignment processes

• Proficiency with CRM tools and project management platforms (e.g., HubSpot, Salesforce, Monday.com, Asana)

• What Success Looks Like

  • In the first 90 days, a successful TAM will have a solid understanding of all assigned client accounts, be actively supporting vCIO engagements, and have established clear workflows for project tracking and vendor coordination. Long-term success is measured by client satisfaction, project delivery quality, retention, and account growth.

• Skills & Attributes

  • Highly organized with strong attention to detail
  • Self-starter who can manage competing priorities independently
  • Strong interpersonal skills able to build trust with clients and internal teams alike
  • Analytically minded with a problem-solving orientation
  • Comfortable in both technical and executive-level conversations
  • Team player who collaborates cross-functionally

JOB REQUIREMENTS

• Should be willing to accept a long-term work-from-home arrangement.
• Should be amenable to a permanent night shift schedule.