Technical Account Manager (TAM)

Technical Account Manager

CubX is a modern managed service provider (MSP) specializing in secure, Microsoft-first IT environments for growing organizations. As a Technical Account Manager, you will play a pivotal role in building strategic partnerships with clients, ensuring their IT environments are optimized, secure, and aligned with business objectives. You will serve as a trusted advisor, translating technical concepts into actionable business recommendations and driving the adoption of CubX's platform capabilities.

Why CubX?

At CubX, we believe our clients are more than just tickets—they're our friends. We're committed to providing top-notch service with a personal touch. We like to take a creative approach, think outside the box, and get ahead of issues before they arise. We also believe in providing a balanced environment, with benefits that include:

• Competitive Salary & Comprehensive Benefits Package: Health, dental, vision, 401(k), and PTO.
• Professional Development: Access to training and certification programs to grow your skills in areas like Microsoft 365, Azure, and networking.
• Fun & Inclusive Company Culture: Team events, social activities, onsite gym for physical wellness, and a supportive work environment that values your ideas and input.

Key responsibilities include:

• Own and nurture strategic relationships for assigned client accounts, acting as the primary point of contact.
• Build and maintain relationships with client leadership and operations teams, understanding their goals, challenges, and environments.
• Conduct regular check-ins and maintain ongoing engagement with clients.
• Prepare and lead quarterly business reviews (QBRs), covering support trends, security updates, risks, Microsoft 365 optimization, licensing, infrastructure planning, and CubX updates.
• Translate technical concepts into business language for diverse stakeholders, including executives.
• Manage escalations and coordinate communications across support, engineering, projects, and leadership teams.
• Provide proactive updates during incidents and educate clients on Microsoft 365 technologies (Teams, SharePoint, OneDrive, Intune, Defender, Copilot, Power Automate, Teams Phone).
• Identify opportunities for productivity and security improvements, helping clients maximize their Microsoft investments.
• Drive adoption of CubX platform capabilities, workflows, and best practices.
• Gather client feedback and advocate for security-first standards.
• Monitor account health, recurring issues, and trends, recommending process and technology improvements.
• Assist with lifecycle planning, modernization, onboarding, expansions, and infrastructure upgrades.
• Participate in internal account reviews and maintain accurate account documentation.