Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role involves owning the full client relationship lifecycle for a portfolio of 15 to 25 managed services accounts, focusing on retention, expansion, and strategic alignment. You will act as the primary point of contact for clients needing technology future planning, not just break-fix support. This is a revenue-generating, client-facing position with authority to run Quarterly Business Reviews, build technology roadmaps, and identify expansion opportunities.

Responsibilities

Manage a defined book of business and maintain a consistent QBR cadence.
Anticipate client needs and drive net revenue retention above 105%.
Align IT investments with business objectives and translate technical capabilities into business outcomes.
Position PTG as a long-term strategic partner.
Identify and close expansion opportunities within existing accounts.
Create and deliver customized proposals for new and existing clients.
Act as the liaison between clients and internal technical delivery teams.
Ensure prompt resolution of client issues and provide client intelligence to operations.

Requirements

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.
3+ years in account management within an MSP, IT services, or technology environment (preferred).
Experience managing $1M+ in recurring revenue across a client portfolio (preferred).
Understanding of cybersecurity compliance frameworks (CMMC, NIST, SOC 2) (preferred).
Background in mid-market B2B environments (preferred).
Familiarity with PSA/RMM platforms (Halo PSA, ConnectWise, Datto, or similar) (preferred).
CRM proficiency (HubSpot, Salesforce, or equivalent) (preferred).
Bachelor's degree in business, technology, or related field (preferred).

Skills

Account Management
Client Relationship Management
Strategic Planning
Revenue Growth
Proposal Development
Cross-functional Collaboration
Microsoft 365
Cybersecurity Compliance Frameworks
PSA/RMM Platforms
CRM Software

Location

New York metro area

Work Type

Full-time

Experience Level

3+ years

Education Level

Bachelor's degree

Salary/Compensations

Base salary plus monthly commission

Benefits

401(k) with company match
Health, dental, and vision insurance
Life insurance
Paid time off
Parental leave
Professional development and certification funding
Referral program

About the Company

Proactive Technology Group is a growth-stage managed IT services company serving mid-market businesses.
We are expanding into cybersecurity compliance, AI consulting, and strategic acquisitions.
Our team of 35 operates with an ownership mentality, powered by EOS.
We foster a culture that rewards initiative over tenure.
We offer a career trajectory with no artificial ceiling, clear roles, and real accountability.
We are a supportive team where leadership is accessible and wins are recognized.