Senior Account Manager

Key Responsibilities

• Serve as primary point of contact for a portfolio of Tier 1 and Tier 2 accounts
• Develop and execute account plans that drive retention and identify upsell opportunities
• Partner with the vCIO/TAM to prepare and deliver quarterly business reviews (QBRs) for strategic accounts
• Proactively monitor account health indicators including support volume, contract dates, and relationship signals
• Own renewal conversations and negotiate contract expansions within approval thresholds
• Escalate technical issues appropriately and follow through to resolution
• Maintain accurate CRM records, activity logs, and account health scores in HubSpot
• Surface upsell and cross-sell opportunities and coordinate with Sales and the vCIO on larger opportunities
• Mentor Account Managers and provide guidance on complex account situations
• Represent the client voice internally — bring structured feedback to delivery, product, and leadership

Skills, Knowledge & Expertise

• 3 to 5 or more years in account management, customer success, or B2B sales — managed IT services, cloud solutions, cybersecurity, or technology services strongly preferred
• Proven track record of hitting retention and upsell targets — be ready to share specific numbers
• Comfortable leading conversations with business owners, operations leaders, and C-suite contacts
• Strong organizational skills and ability to manage a meaningful portfolio without things falling through the cracks
• Working knowledge of managed IT infrastructure, cloud services, or cybersecurity solutions
• CRM proficiency required — HubSpot, Salesforce, ConnectWise, or similar
• Experience with PSA tools (ConnectWise, Autotask) is a plus but not required