Senior vCIO/TAM

Senior vCIO/TAM

Woodmere, NY $130,000

Interview Notes: Synopsis & Findings

Jay is an IT professional with 6 years of experience in the MSP industry, specializing in strategic account management and technical advisory for mid-market and enterprise clients. He currently operates as a Technical Account Manager and vCIO, managing a $6.5 to $7 million annual revenue portfolio consisting of 25 to 30 accounts. His client base is split between nursing homes and high-compliance SMBs within the manufacturing, hedge fund, fintech, and healthcare sectors across New York City and the East Coast. Jay is an expert at translating complex technical audits into actionable business intelligence, leading bi-annual deep-dive reviews to establish long-term IT roadmaps and facilitate infrastructure renewals.

Technically, Jay is proficient in the full ConnectWise suite for service delivery and strategic reporting. While his primary focus is on vCIO-level activities—including upselling, cross-selling, and project alignment—he maintains a hands-on background and remains capable of resolving technical tickets when necessary. He possesses a strong understanding of healthcare-specific IT regulations and specializes in aligning infrastructure with industry best practices to ensure high-availability and security for his clients.

Candidate Profile:

Technical Account Manager (TAM)
Market: NYC
City: Woodmere, NY
Target Salary: $130,000

MSP Predictive Index

Communication & Professionalism
1
Rockstar Comms, Clients Love Them
Overall Hiring Confidence
2
Plug-and-Play, Great Hire
Personality Type Professional & Polished
Remote Monitoring Tool: ConnectWise

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