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About the Role

You will own the full client relationship lifecycle across a portfolio of 15 to 25 managed services accounts, focusing on retention, expansion, and strategic alignment. This revenue-generating, client-facing role requires you to run Quarterly Business Reviews, build technology roadmaps, identify expansion opportunities, and act as the liaison between clients and technical delivery teams.

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.
• Ensure seamless transition for new clients by partnering with sales and engineering.
• Act as the liaison between clients and helpdesk, project, and engineering teams.
• Ensure prompt issue resolution 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.
• Experience managing $1M+ in recurring revenue across a client portfolio.
• Understanding of cybersecurity compliance frameworks (CMMC, NIST, SOC 2).
• Background in mid-market B2B environments.
• Familiarity with PSA/RMM platforms (Halo PSA, ConnectWise, Datto, or similar).
• CRM proficiency (HubSpot, Salesforce, or equivalent).

Skills

• Account Management
• Client Relationship Management
• Strategic Planning
• Technology Roadmapping
• Sales
• Proposal Development
• Client Onboarding
• Cross-functional Communication
• Microsoft 365
• Cybersecurity Compliance Frameworks
• PSA/RMM Platforms
• CRM

Location

• New York metro area

Work Type

• Full-time

Experience Level

• 3+ years

Education Level

• Bachelor's degree in business, technology, or related field.

Salary/Compensations

• Base salary
• Monthly commission tied to performance

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 reward initiative over tenure and offer a career trajectory with no artificial ceiling.
• We foster a supportive team environment with accessible leadership and funded development.