Technical Account Manager T2.5 (MSP)

On Site Full TimeLa Verne, United StatesBowman Williams

We are a growing Managed Services Provider hiring a Technical Account Manager with a Tier 2.5 technical background to proactively audit, benchmark, and improve client environments.

For this role, Tier 2.5 means you should be able to independently assess and troubleshoot client environments across Microsoft 365, Azure, Entra ID, Windows Server, Active Directory, endpoints, networking, backups, and security, then turn those findings into clear recommendations without needing constant senior engineering support.

This is not a relationship only TAM role. The goal is to find technical misalignments before they become tickets, reduce reactive support, and help clients make smarter technology decisions.

What You Will Own

  • Audit client environments against MSP and industry standards across infrastructure, cloud, endpoints, networking, and security
  • Lead proactive client service days, technical reviews, and benchmarking sessions
  • Identify root causes and technical misalignments that contribute to recurring support issues
  • Build and maintain client runbooks, SOPs, documentation, and technical standards
  • Turn technical findings into client facing recommendations and project opportunities
  • Partner with vCIO and technical teams to prepare recommendations for Technology Business Reviews
  • Maintain benchmarking schedules and ensure assigned clients remain aligned with established standards
  • Use Microsoft 365 Copilot and Copilot Studio to improve documentation, automation, and client deliverables

What We Are Looking For

  • 5+ years of hands on MSP infrastructure experience
  • Demonstrated experience proactively benchmarking real client environments against established standards
  • Ability to identify technical risk and turn findings into documented, client facing recommendations
  • Experience reviewing infrastructure health across patching, backups, endpoint protection, connectivity, and security configurations
  • Strong understanding of PSA, RMM, documentation, and MSP service delivery platforms
  • Strong client communication, documentation, organization, and follow through
  • Reliable transportation for regular local client visits

Experience That Helps

  • myITprocess, Lifecycle Insights, vCIO Toolbox, or similar benchmarking tools
  • Microsoft 365 Copilot or Copilot Studio
  • Medical, Dental, and Vision coverage effective Day 1
  • $50,000 Life and AD&D Insurance
  • 401(k) with company match after 3 months
  • PTO, Paid Holidays, Floating Holidays, and Sick Days
  • Employer paid Long Term Disability
  • FSA and HSA options
  • $1,500 adoption assistance
  • Opportunity to move beyond reactive ticket support into proactive technical ownership and client strategy

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