Technical Account Manager (TAM)
Job Description
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We're looking for a Technical Account Manager (TAM) to serve as a trusted advisor for our existing customers. In this role, you'll combine relationship management with technical expertise to help clients maximize the value of our cloud and cybersecurity solutions. You'll proactively identify opportunities for growth, strengthen customer relationships, and drive long-term retention.
What You'll Do
- Serve as the primary point of contact for assigned accounts, building strong client relationships and guiding onboarding, implementation, and platform best practices
- Conduct regular check-ins and business reviews to monitor account health and drive optimization
- Partner with Support Services to troubleshoot and resolve technical issues, escalating as needed
- Identify upsell/cross-sell opportunities and support contract renewals in partnership with Sales
- Act as the voice of the customer.
Requirements
- 3+ years of experience in a Technical Account Manager, Customer Success, or similar client-facing technical role within a managed IT services provider (MSP) environment
- Experience managing a portfolio of accounts and prioritizing competing demands
- Familiarity with CRM and customer success tools
- Experience with Microsoft 365 and Azure
- Comfortable discussing technical concepts with both technical and non-technical stakeholders
- Experience with Halo PSA is a plus
- Familiarity with PandaDoc is a plus
Benefits
- Competitive salary of 70,000-80,000 USD/year with opportunities for commissions
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Work From Home
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SWK Technologies
View Company ProfileSWK Technologies (operating at swktech.com) is a national software development and technology solutions provider engineered for businesses seeking streamlined, cloud-powered operations. Founded in 1987 and headquartered in East Hanover, New Jersey, SWK Technologies specializes in delivering affordable accounting, ERP, and business management software—solving the challenge of complex, fragmented systems for mid-sized enterprises. Under the hood, their platform combines custom software development with consulting, guidance, and ongoing support, ensuring seamless integration with existing workflows. This allows businesses to automate financial processes, enhance operational efficiency, and focus on growth rather than IT overhead. Backed by $1 million in funding as of July 2026, SWK Technologies has established itself as a trusted partner for companies aiming to modernize their technology stack without sacrificing accessibility or scalability.
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