About the job
Technical Account Manager
Job Purpose: As a Technical Account Manager, you will oversee a portfolio of our smaller clients, each contributing approximately $1,500 or less in monthly recurring revenue. Your primary objectives include:
- Client Retention and Support – Proactively addressing any client concerns or challenges through regular check-in calls, collaborating with management and technical support teams to ensure issues are resolved efficiently.
- Client MRR Growth – Implementing strategies to encourage clients to increase their monthly spending by approximately 20% annually through the adoption of new products or services offered by CW IT Support, including enhanced cybersecurity measures, additional user/device licenses, and Microsoft 365 products.
- Project Sales and One-time Revenue Opportunities – Developing, presenting, and finalizing proposals for projects that deliver significant benefits to clients, such as network upgrades, phone system installations, M365 migrations, and hardware replacements.
Position Metrics / KPIs:
- Key Activities
- # of client check-in calls or visits
- # of Technology Business Reviews (TBRs) conducted
- # of Proposals Delivered
- Key Results
- # of Proposals Won
- One-time Revenue Generated
- Increased Monthly Recurring Revenue
- Total MRR Managed
Key Competencies:
- Exceptional Customer Service and Communication Skills across various platforms, as this role prioritizes client retention.
- Technical Knowledge:
- Proficient in Microsoft 365 Technologies, including features and functionality
- Fundamentals of Microsoft Azure
- Understanding of Intune / Endpoint Management
- Familiarity with Microsoft Windows 10 / 11
- Knowledge of VoIP Technologies
- Competency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Typing proficiency of at least 50 WPM
- Networking Basics, including firewalls, routers, switches, cabling, network rack setups, and WiFi technologies
- Sales Skills:
- Experience with estimating and quoting
- Ability to present and close deals with existing clients
- Prior experience in Account Management
Compensation: Base salary of $50,000, plus bonuses, profit sharing, and benefits, with total compensation expected to exceed $60,000.

