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Senior Technical Account Manager

🕒 16 days ago
Client Relationship ManagementTechnology Solutions ConsultingProject ManagementMicrosoft 365
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📜 Description

  • Develop strong relationships with key client contacts and identify clients who may be at risk.
  • Monitor client health via monthly internal reviews to ensure all clients are happy, profitable, and carrying minimal technology risks.
  • Complete recurring tactical check-in calls with clients to review their health and open issues.
  • Complete recurring and one-off training events (such as Lunch & Learns) with clients on core technologies such as Microsoft 365, Google Workspace, and Smart Boards.
  • Advocate for clients by answering questions and ensuring issues are escalated properly across all departments in CTS.
  • Regularly consult with your clients to provide them with solutions to meet their technology requirements.

🛠️ Requirements

  • 6+ Years of work experience, ideally within a technology services business.
  • RECOMMENDED: Relevant experience in an IT role such as IT Support, Engineering, or as a Technical Account Manager at a Managed Services Provider.
  • Understanding of core network infrastructure concepts, such as switches, wireless, firewall, and WAN connectivity.
  • Experience administering, implementing, or consulting with clients regarding Google Workspace and Microsoft 365, as well as other cloud services.
  • Project Management Certifications (CAPM, PMP) are a plus!
  • Strong written and oral communication skills.
  • Ability to occasionally manage multiple projects with competing deadlines and associated teams.
  • Ability to handle multiple tasks with a clear sense of ownership and priority.
  • Strong Microsoft Office or Google Apps skills, especially Excel / Sheets.
  • Self-motivated, able to move and adapt to rapidly changing priorities & client needs.

✨ Benefits

  • Competitive compensation
  • Health Insurance (medical
  • Vision
  • Dental)
  • Flexible Spending Account (FSA)
  • Health Savings Account (HSA)
  • Employee Assistance Program (EAP)
  • Retirement Plan (401(k)) with company match
  • Commuter Benefits
  • Life and AD&D Insurance, with optional Supplemental Life Insurance
Full job description

CTS delivers comprehensive IT solutions to meet the unique demands of mission-driven organizations. We have deep expertise in supporting nonprofits and educational institutions, however our team is equipped to handle the complexities of IT across a variety of sectors. We’re committed to making technology work seamlessly, so our clients can focus on making a difference, regardless of their industry.

At CTS, we believe in building a company culture that fosters growth, collaboration, and innovation. By joining our team, you will not only help empower businesses with cutting-edge IT solutions but also build a rewarding career in a dynamic and supportive environment. Discover the many reasons why CTS is a great place to advance your career. We are headquartered in Brooklyn, NY with 90+ employees across the US and several other countries. Learn more about us at https://www.charterts.com

JOB OVERVIEW

The Senior TAM connects the dots between what our clients need and how they use CTS services, so their technology keeps moving their organizations and partnership with CTS forward.

As a Senior Technical Account Manager for k-12 clients, you are the primary advocate and trusted advisor for a set of multi-site Charter School clients within CTS who will partner with the Senior Technical Account Manager to purchase new technology equipment, to escalate a service request, or to discuss a new technology initiative within their organization.

You will run the Strategic Planning Meetings where you will analyze each client’s technical environment, their business goals as it relates to technology, and develop a long-term IT roadmap.

You will be focused on a subset of larger clients in the k-12 Sector where you will provide a deeper integration with their organization, helping them to utilize technology to the fullest potential, ensuring a healthy relationship, and bringing in the right resources within CTS to get your clients the answers they need. There is a heavy emphasis on process and procedures around technology and being a thought partner for unique environments that each organization has.

RESPONSIBILITIES

  • Serve as the client’s trusted technology advisor. Build strong relationships with key contacts so you understand their business goals, challenges, and how CTS services support them.
  • Turn client needs into action. Connect what clients are trying to achieve with the CTS services, technologies, and teams that can help them get there.
  • Monitor client health through monthly internal reviews, looking at service usage, satisfaction, profitability, and technology risk to spot gaps early and keep clients getting full value.
  • Lead recurring technology assessments and quarterly strategic planning meetings that link each client’s priorities to a clear technology roadmap.
  • Hold regular tactical check-ins with clients to review open issues, service performance, and changing needs, and make sure their services keep up with how the business works.
  • Find opportunities where new or expanded services would solve real client problems. Partner with Solutions to develop and present technical proposals for L3 technologies.
  • Advocate for clients across every CTS department. Answer questions, escalate issues to the right teams, and own the Potential At Risk Client (PARC) Process to catch and address client risk early.
  • Help clients get more out of the tools they already have by running recurring and one-off training events (such as Lunch & Learns) on core technologies like Microsoft 365, Google Workspace, and Smart Boards.
  • Own the opportunity pipeline and meet the quarterly NRR forecast by growing accounts based on client needs.
  • Answer client invoicing questions so clients understand what they pay for and the value it delivers.
  • Manage client projects when needed, based on capacity and client requirements.
  • Build on client relationships to develop referrals for new business.

QUALIFICATIONS | SKILLS

  • 7–10+ years in technology services, including client-facing strategic roles such as Senior TAM, vCIO, or IT Director, ideally at a Managed Services Provider.
  • Proven ability to understand a client’s business goals and turn them into practical technology plans, budgets, and service recommendations.
  • Experience growing client accounts by finding where new or expanded services solve real business problems.
  • Proven ability to manage client relationships through difficult conversations. Spot misalignment early, whether it’s about expectations, scope, or service value, and escalate it to the right people with clear context. Work toward resolutions that rebuild trust and keep the relationship strong.
  • Experience building OPEX and CAPEX budgets and technology roadmaps, with strong Excel/Sheets skills for budgeting and reporting.
  • Working knowledge of core network infrastructure (switches, wireless, firewalls, WAN connectivity) and of cybersecurity risk and best practices.
  • Hands-on or consulting experience with Microsoft 365, Google Workspace, and other cloud services.
  • Excellent written, verbal, and presentation skills, including the ability to explain technical topics to non-technical leaders.
  • Strong sense of ownership, with the ability to manage competing priorities and adapt quickly as client needs change.

PREFERRED

  • Experience with K-12 organizations.
  • Project management certification (CAPM, PMP).
  • Familiarity with MSP tools such as ConnectWise, Autotask, or similar PSA/RMM platforms.

WORK SCHEDULE & LOCATION

The hours for this position are typically 9 AM to 5:30 PM EST, with some occasional after-hours work required based on client requests. This position is hybrid based out of Brooklyn, NY. Local travel throughout NYC (5 boroughs) and occasional regional travel is expected. It is acceptable to work from home when not at client locations, with the expectation of working in our Brooklyn office at least 1 day per week.

COMPENSATION

The salary range for this role is $100,000 to $135,000 annually.

BENEFITS

  • Competitive compensation
  • Health Insurance (medical, vision, dental), 80% covered for employee-only plans and 75% covered for employee-spouse, employee-kids, and employee-family plans
  • Flexible Spending Account (FSA)
  • Health Savings Account (HSA)
  • Employee Assistance Program (EAP)
  • Retirement Plan (401(k)) with company match
  • Commuter Benefits
  • Short-Term Disability Insurance fully paid by the company
  • Long-Term Disability Insurance fully paid by the company
  • Life and AD&D Insurance, with optional Supplemental Life Insurance
  • Paid Time Off, including Paid Parental Leave
  • 10 Holidays
  • 2 Floating Holidays

CTS participates in the E-Verify Program. As part of this program, the company provides the federal government with your Form I-9 information to confirm your employment eligibility in the United States.
Learn more at www.e-verify.gov (information available in English and Spanish).

THE INTERVIEW PROCESS

We aim to move fast. You’ll receive scheduling emails from jobs@charterts.com through Greenhouse.

Depending on the role, some steps may be adjusted or added - we’ll let you know upfront!

1. Screening call with a member of our HR team (30 minutes)
2. Technical interview with the Hiring Manager (45 minutes)
3. Panel interview with the Hiring Manager and Department Director (60 minutes)
4. (If applicable) Executive interview

CTS is proud to be an equal opportunity employer that celebrates diversity and is committed to creating an inclusive workplace with equal opportunity for all applicants and employees. Our goal is to recruit the most talented people from a diverse candidate pool regardless of race, color, ancestry, national origin, religion, disability, sex (including pregnancy), age, gender, gender identity, sexual orientation, marital status, veteran status, or any other characteristic protected by law.

CTS is committed to working with and providing access and reasonable accommodation to applicants. If you require an accommodation, please reach out to jobs@charterts.com once you've begun the interview process. All requests for accommodations are treated discreetly and confidentially, as practical and permitted by law.

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