With over 20 years of experience, we are a boutique Cloud and Managed Services Provider, offering a privately hosted Cloud Solution tailored for industries such as Health Care, Legal, and Construction. We take pride in our efficient operations, well-rounded expertise, and strong family-oriented culture. Our team enjoys excellent benefits, a great work-life balance, and opportunities for growth in a close-knit environment.

We are looking for an experienced and detail-oriented Technical Account Manager (MSP/ConnectWise) to help clients optimize their technology environments. In this role, the Technical Account Manager (MSP/ConnectWise) will be responsible for aligning clients’ technology systems with best practices, driving strategic initiatives, and ensuring the ongoing health and performance of their infrastructure. This position requires strong technical expertise, strategic thinking, and the ability to conduct proactive assessments while delivering valuable recommendations.

Previous MSP experience is required!

Technical Account Manager (MSP/ConnectWise) Key Responsibilities:

  • Conduct regular technology alignment reviews for clients, assessing systems, security, and compliance with industry best practices.
  • Develop technology strategies and recommendations based on findings from assessments.
  • Collaborate with vCIOs and other client-facing teams to ensure strategic IT decisions align with business goals.
  • Help to prepare and deliver presentations for business meetings with clients (QBRs / YBRs)
  • Maintain and update client technology standards documentation in IT Glue or other relevant documentation systems.
  • Track and remediate technical risks through Kaseya MyITProcess, ensuring proactive management of client environments.
  • Perform ongoing evaluations of hardware, software, network, and security configurations to meet performance and availability standards.
  • Manage IT standardization efforts across client environments, ensuring consistency and alignment with MSP’s best practices.
  • Provide frequent updates to clients during project lifecycles and at appropriate, routine cadences
  • Provide guidance and support for cloud and on-prem infrastructure including Azure, AWS, and virtualized environments (e.g., Hyper-V).
  • Advise on client security needs, including Active Directory structures, firewall configurations (SonicWall, Fortinet), and endpoint protection.
  • Participate in technical meetings and assessments to present alignment findings and strategic plans to clients.
  • Assist with onboarding new clients by reviewing and aligning existing infrastructure with MSP standards.

Technical Account Manager (MSP/ConnectWise) Qualifications:

  • At least 1 year of MSP experience
  • Proven experience in performing technology assessments, network, and systems analysis.
  • Knowledge of cloud infrastructures (Azure, AWS), networking (LAN/WAN, VLANs, etc.), and security best practices.
  • Experience with documentation platforms such as IT Glue and ConnectWise for tracking and reporting.
  • Strong understanding of firewalls, networking equipment, and system security management (SonicWall, Fortinet, Ubiquiti – preferred).
  • Excellent communication and client-facing skills, with the ability to explain technical concepts to non-technical stakeholders.

Technical Account Manager (MSP/ConnectWise) Benefits:

  • Health, Dental, and Vision Insurance
  • IRA with 3% company match
  • PTO + Paid Holidays
  • Bonuses
  • Paid Training
  • Certification Reimbursement
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