Account Manager

Job Overview

Account Manager

MANAGED IT SERVICES / JOB DESCRIPTION

COMPANY Evolv I.T.

DEPARTMENT Account Management / Client Success

REPORTS TO Manager of Account Management

EMPLOYMENT Full-Time

Position Overview

Evolv I.T. is seeking a proactive, relationship-driven Account Manager to oversee and grow relationships with our managed IT services clients. The Account Manager is the primary business relationship contact for assigned accounts, helping clients understand the value of their IT investment and align technology with business objectives.

This position builds strong client relationships, identifies account growth opportunities, improves satisfaction, and coordinates with internal technical teams to ensure service expectations are met.

Key Responsibilities

01 Client Relationship Management

• Serve as the primary relationship contact for assigned managed services clients.
• Build relationships with client decision-makers and stakeholders.
• Conduct proactive outreach to understand satisfaction, priorities, and emerging needs.
• Maintain knowledge of each client’s environment, operations, and technology priorities.
• Advocate for clients internally and address potential dissatisfaction before it escalates.

02 Account Growth & Revenue Generation

• Identify opportunities to expand monthly recurring revenue through relevant services and solutions.
• Recommend managed services, cybersecurity, licensing, and technology improvements.
• Recognize hardware refresh, infrastructure upgrade, and project opportunities.
• Partner with sales and technical teams on scoping, proposals, and presentations.
• Maintain visibility into upsell, cross-sell, and expansion opportunities.

03 Business Reviews & Strategic Planning

• Conduct Technology Business Reviews (TBRs) with assigned clients.
• Discuss service performance, open concerns, security posture, and technology needs.
• Present recommendations aligned with client goals and business priorities.
• Support technology roadmaps, budgeting, and equipment lifecycle planning.
• Document decisions and follow through on action items.

04 Service Coordination & Client Advocacy

• Coordinate with the service desk, project teams, and technical leadership on client concerns.
• Monitor major issues, recurring ticket patterns, and account health.
• Proactively communicate about escalated issues, expectations, and improvements.
• Identify client experience improvements without owning hands-on technical troubleshooting.

05 Account Retention & Contract Management

• Track client agreements, renewal dates, service commitments, and contractual obligations.
• Engage clients in advance of contract renewals and identify at-risk relationships.
• Support renewal discussions, service adjustments, and account expansion.
• Maintain accurate client contacts, account details, and service requirements.

06 Documentation & Internal Communication

• Maintain accurate meeting notes, opportunities, follow-ups, and account records.
• Document client concerns, needs, commitments, and strategic initiatives.
• Keep sales, service, and leadership teams informed of client developments.
• Ensure recommendations receive appropriate technical and management review.

Required Qualifications

• 2+ years in account management, client success, relationship management, or B2B sales.
• Excellent written and verbal communication, organization, and relationship-building skills.
• Ability to identify business needs, recommend solutions, and manage difficult conversations.
• Comfort discussing proposals, pricing, contracts, and business value.
• Proficiency with CRM systems, Microsoft 365, and business applications.

Preferred Qualifications

• Experience with a Managed Services Provider (MSP).
• Familiarity with managed IT, cybersecurity, cloud services, and Microsoft 365 licensing.
• Experience facilitating business reviews, renewals, and strategic client meetings.
• Familiarity with PSA platforms such as HaloPSA or Autotask.
• Experience coordinating technology opportunities with technical teams.

Core Competencies

Relationship Ownership: Builds dependable, productive client partnerships.

Proactive Communication: Anticipates needs and communicates clearly.

Business Development: Finds valuable opportunities for client and account growth.

Accountability: Follows through on commitments and client requests.

Strategic Thinking: Connects technology investment to business objectives.

Team Collaboration: Works effectively across sales, service, and technical leadership.

Professionalism: Represents Evolv I.T. with integrity and confidence.

Self-Direction & Initiative Independently prioritizes responsibilities, initiates client engagement, identifies next steps, and drives activities forward without requiring constant direction.

What Success Looks Like

A successful Account Manager does more than respond to requests: they anticipate needs, create actionable business reviews, strengthen relationships, support renewals, surface valuable opportunities, and make sure internal teams understand client expectations.

The objective: retain clients, grow accounts, and strengthen Evolv I.T. as a trusted technology partner.

Pay: $57,000.00 - $62,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person