At least 3 years of account management experience.
A demonstrated track record of client retention and account growth.
Comfort leading Quarterly Business Reviews and presenting technology strategies to non-technical executives.
Working knowledge of the Microsoft 365 ecosystem.
Strong written and verbal communication skills.
Responsibilities
Manage a defined portfolio of 15 to 25 managed-services accounts and maintain a consistent Quarterly Business Review cadence.
Understand clients' businesses, anticipate their needs, and drive net revenue retention above 105%.
Work with clients to align IT investments with business objectives, translate technical capabilities into business outcomes, and position the company as a long-term strategic partner.
Identify and close expansion opportunities within existing accounts, proposing solutions to client needs and being measured on account growth.
Partner with sales and engineering to onboard new clients into the managed-services environment, set expectations, build trust, and establish the relationship cadence.
Create and deliver customized proposals for new and existing clients, own follow-up, and move deals through the pipeline.
Liaise between clients and helpdesk, project, and engineering teams to ensure issues are resolved quickly and relay client intelligence to operations to improve service delivery.
Desired Qualifications
At least 3 years of account management experience within an MSP, IT services, or technology environment.
Experience managing more than $1 million in recurring revenue across a client portfolio.
Understanding of cybersecurity compliance frameworks, including CMMC, NIST, and SOC 2.
Background in mid-market B2B environments.
Familiarity with PSA/RMM platforms such as Halo PSA, ConnectWise, or Datto.
Proficiency with CRM platforms such as HubSpot or Salesforce.
A bachelor's degree in business, technology, or a related field.
Technical Account Manager
The Proactive Technology Group · Greenvale, United States · Full-time · Posted 2026-08-13
Salary: From USD 70,000
Workplace: on_site
Description
About PTG
Proactive Technology Group is an $8M+ managed IT services company serving mid-market businesses across the New York metro area. We are not a lifestyle MSP coasting on break-fix revenue. We are building something: a growth-stage IT services platform with active expansion into cybersecurity compliance, AI consulting, and strategic acquisitions. Our team of 35 operates with an ownership mentality, powered by EOS and a culture that rewards initiative over tenure.
If you want a role where you manage a spreadsheet and forward tickets, this is not it. If you want to own a book of business, shape client strategy, and grow alongside a company that is scaling aggressively, keep reading.
Why PTG
Growth, not stagnation. We are actively acquiring, launching new service lines, and expanding our footprint. Your career trajectory here has no artificial ceiling.
Operator culture. We run on EOS. Roles are clear. Accountability is real. You will not spend your time navigating politics or waiting for approvals.
Supportive team. 35 people who show up, do the work, and have each other's backs. Leadership is accessible. Wins are recognized. Development is funded.
Comp that reflects contribution. Base salary, monthly commission tied to performance, and a benefits package that covers the fundamentals and then some.
The Role
You will own the full client relationship lifecycle across a portfolio of 15 to 25 managed services accounts. Your job is retention, expansion, and strategic alignment. You are the person our clients call when they need to think through their technology future, not just when something breaks.
This is a revenue-generating, client-facing role with real authority. You will run Quarterly Business Reviews, build technology roadmaps, identify expansion opportunities, and serve as the connective tissue between our clients and our technical delivery teams.
What You Will Do
Own Client Relationships - Manage a defined book of business. Maintain a consistent QBR cadence. Know your clients' businesses well enough to anticipate needs before they surface. Drive net revenue retention above 105%.
Build Strategic Roadmaps - Work directly with clients to align their IT investments with business objectives. Translate technical capabilities into business outcomes. Position PTG as a long-term strategic partner, not a vendor.
Drive Growth - Identify and close expansion opportunities within existing accounts. Bring proposals that solve real problems, not generic upsells. You will be measured on account growth, not just account maintenance.
Onboard New Clients - Partner with sales and engineering to ensure every new client has a seamless transition into our managed services environment. Set expectations, build trust, and establish the rhythm of the relationship from day one.
Manage Proposals - Create and deliver customized proposals for new and existing clients. Own the follow-up. Move deals through the pipeline with urgency and precision.
Bridge Clients and Delivery - Act as the liaison between your clients and our helpdesk, project, and engineering teams. Ensure issues are resolved fast. Feed client intelligence back to operations to improve service delivery across the board.
Requirements
Required:
3+ years in account management.
Demonstrated track record of client retention and account growth.
Comfort leading QBRs and presenting technology strategies to non-technical executives.
Working knowledge of the Microsoft 365 ecosystem.
Strong written and verbal communication skills.
Preferred:
3+ years in account management within an MSP, IT services, or technology environment.
Experience managing $1M+ in recurring revenue across a client portfolio.
Understanding of cybersecurity compliance frameworks. (CMMC, NIST, SOC 2)
Background in mid-market B2B environments.
Familiarity with PSA/RMM platforms. (Halo PSA, ConnectWise, Datto, or similar)
CRM proficiency. (HubSpot, Salesforce, or equivalent)
Bachelor's degree in business, technology, or related field.
Benefits
401(k) with company match.
Health, dental, and vision insurance.
Life insurance.
Paid time off.
Parental leave.
Professional development and certification funding.