Technical Account Manager
Job Purpose : The purpose of this role is to manage approximately 90 of our smallest clients, with monthly recurring revenue of about $1,500 or less. Managing an account involves a few key outcomes :
- Client Retention and Attention - working to resolve any issues or frustrations they might have through regular client check-in calls (you would work with management / technical support teams to fix the issues, you would not be the one fixing technical problems directly).
- Client MRR Growth - Making appropriate recommendations so that the client's monthly spend increases approximately 20% annually due to new products or services they purchase through CW IT Support that have a recurring component, such as additional cyber security, new users / device licenses, M365 products, etc.
- Project Sales / One-time Revenue Sales - Creating, presenting, and closing proposals for projects that would benefit the client, such as network upgrades, phone systems, M365 migrations, computer replacements, etc.
Position Metrics / KPIs :
Key Activities# of client check-in calls or visits
# of TBRs Performed (Technology Business Reviews)# of Proposals DeliveredKey Results# of Proposals Won
One-time Revenue SoldMonthly Recurring Revenue Sold (upticks)Total MRR under ManagementKey Competencies :
Customer Service and Communication Skills, in person, over video, and on the phone. First and foremost, this is a customer service position with client retention as the number 1 goal.Technical Knowledge :M365 Technologies in terms of features, benefits, how it works
Microsoft Azure FundamentalsIntune / Endpoint Management FundamentalsMicrosoft Windows 10 / 11 FundamentalsVoIP Technology FundamentalsCompetency in using Word, Excel, PowerPointTyping of 50+ WPMNetworking FundamentalsFirewalls / Routers, Switches, Cabling, Network Rack Setups, WiFi Technology
Sales AbilityEstimating / Quoting Experience
Presentation / Closing Experience (with existing clients)Prior Account Management ExperienceCompensation : $50,000 base salary + bonuses + profit sharing + benefits. Total comp expected to be $60,000+
Bonus Structure : Bonuses are based your personal contribution of OTR sales (one time revenue) as well as for overall MRR growth (retention, new client MRR / upticks) of existing accounts you manage.
Project Revenue Bonus on Personal Sales :
$50,000 per quarter - $0 Bonus (QUOTA)
$60,000+ per quarter - $1,000 Bonus
$75,000+ per quarter - $2,000 Bonus
$90,000+ per quarter - $3,000 Bonus
MRR Bonus (based upon MRR growth for accounts you manage) :
$2,000 per quarter QUOTA = no bonus
Red Goal : $3,000 per quarter = $1,500 Bonus
Yellow Goal : $4,000 per quarter = $2,000 Bonus
Green Goal : $5,000 Per quarter = $2,500 Bonus
Bonus Structure would allow for $74,000 annual total comp with estimate profit sharing of $500 per quarter