Sr. MSP Account Manager | 8 Years as an MSP AM + Training & Mentoring New AMs

About

Results-driven Managed Services Account Manager with 10+ years of experience building trusted advisor relationships, driving client retention, and identifying strategic technology and cybersecurity solutions. Proven success managing a portfolio of 30+ SMB and mid-market clients, partnering with technical and executive stakeholders to align IT investments with business objectives. Experienced in account growth, contract lifecycle management, client success, QBRs, security consulting, and cross-functional collaboration within an MSP environment. Recognized for delivering exceptional customer experiences, developing talent, and fostering long-term client partnerships.

EDUCATION

Bachelor of Science

  • Major: Textiles, Apparel, and Merchandising
  • Minor: Marketing

PROFESSIONAL EXPERIENCE

Managed Service Provider (Same as below, promotion) | Senior Account Manager | August 2018 – Present | Lombard, IL

  • Manage a portfolio of 30+ managed services clients, serving as the primary strategic advisor and relationship owner.
  • Conduct regular business reviews with client stakeholders to discuss technology roadmaps, cybersecurity initiatives, service performance, and business objectives.
  • Drive client retention, satisfaction, and account growth through proactive account management and solution alignment.
  • Collaborate closely with engineering, project, security, and service delivery teams to ensure successful client outcomes.
  • Identify opportunities for managed services expansion, security enhancements, cloud solutions, and infrastructure modernization.
  • Develop and present proposals, service agreements, renewals, and technology recommendations to executive decision-makers.
  • Serve as a mentor and trainer for new Account Managers, supporting onboarding and best-practice adoption.
  • Utilize ConnectWise Manage, ConnectWise Automate, Microsoft 365, and CRM platforms to manage client relationships, opportunities, and service initiatives.

Managed Service Provider | Client Service Coordinator | November 2015 – August 2018 | Lombard, IL

  • Acted as a key liaison between clients and technical teams, ensuring timely issue resolution and exceptional customer service.
  • Coordinated service delivery activities, including project scheduling, onsite support engagements, audits, and technical resources.
  • Managed service ticket intake and escalation processes within ConnectWise.
  • Developed operational procedures and documentation to improve efficiency, consistency, and employee onboarding.
  • Contributed to service delivery excellence through strong communication and organizational skills.

Retail Company | Store Manager | January 1997 – August 2004 | Chicago, IL

  • Directed retail store operations across multiple Midwest locations with responsibility for sales performance, staffing, and customer satisfaction.
  • Recruited, trained, coached, and developed high-performing sales teams.
  • Consistently met or exceeded sales goals through effective leadership, customer engagement, and operational management.
  • Managed workforce planning, employee performance, inventory control, and daily business operations.
  • Delivered exceptional customer experiences while maintaining strong financial and operational results.

CORE COMPETENCIES

  • Managed Services (MSP)
  • Client Success & Retention
  • Strategic Account Management
  • Technology Business Reviews
  • Cybersecurity Solutions
  • Microsoft 365
  • ConnectWise Manage & Automate
  • Contract Renewals & Negotiations
  • Cross-Selling & Upselling
  • Executive Relationship Management
  • Project Coordination
  • Team Mentoring & Training
  • Customer Experience Management
  • IT Services Consulting
  • Business Development
  • Service Delivery Collaboration

VOLUNTEER EXPERIENCE

Nonprofit Organization | 2010 – Present

  • Fore the Kids Golf Outing

Location

Chicago

Salary

$125,000

About the Company 

Bowman Williams is a national specialized staffing firm for Cloud Service Providers and Managed Service Providers. Ranked by Forbes as one of America’s top 200 Best Staffing Firms in America, we are a good resource for candidates looking to advance their careers in the Cloud Solutions and Services industry.

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