CoreView · 2 months ago
Technical Account Manager
United States
Full-time
Remote
Mid, Senior LevelCoreView is the global leader in effortless Microsoft 365 security, governance, and administration. As a Technical Account Manager, you will be the trusted advisor for enterprise customers, ensuring they achieve maximum value from our SaaS solutions through proactive engagement and technical expertise in Microsoft 365 and cloud ecosystems.
IT ManagementSecuritySoftware
Responsibilities
Customer Success Ownership: Own and nurture long-term relationships with a portfolio of enterprise clients, serving as their post-sales technical and strategic consultant
Customer Lifecycle Management: Guide customers through onboarding, deployment, adoption, and renewal to ensure they extract maximum value and achieve defined business objectives
Proactive Value Delivery: Monitor customer health, usage, and satisfaction to anticipate needs; execute proactive engagement plans and recommend optimization strategies
Revenue Growth & Retention: Identify and drive upsell/cross-sell opportunities; manage renewals and negotiations; contribute to achieving net revenue retention and uplift targets
Technical Leadership: Act as the subject matter expert for Microsoft 365 and related cloud technologies; advise on best practices for configuration, security, and compliance
Project Coordination: Collaborate with Solutions Implementation teams to ensure seamless, timely project delivery; develop Statements of Work (SOW), manage technical escalations, and coordinate recovery plans for at-risk accounts
Data-Driven Account Management: Track and optimize customer KPIs (adoption, engagement, NPS, renewals, etc.); maintain accurate customer records in Salesforce for reporting and operational excellence
Continuous Improvement: Share feedback and insights with internal stakeholders to refine offerings, drive innovation, and improve the customer journey
Best Practices Advocacy: Stay current on modern SaaS, cloud, and Microsoft 365 advancements; evangelize value realization and adoption best practices with clients and internal teams
Qualification
Required
In-depth knowledge of Microsoft 365, Azure, Entra ID, Exchange Online, Teams, SharePoint Online, OneDrive, and a strong understanding of cloud security and compliance
Experience in customer success, technical account management, or related roles in a SaaS environment, ideally with enterprise/large accounts
Proven ability to identify and close revenue growth opportunities (upsell/cross-sell), and demonstrated impact on retention and customer success metrics
Ability to lead strategic customer conversations, deliver high-impact presentations, and influence stakeholders at all organizational levels
Skilled at using data to identify trends, root causes, and recommend solutions to maximize customer value
Experience developing SOWs, participating in sales cycles, and managing account data and KPIs in CRM tools
Ability to work cross-functionally and coordinate with commercial, professional services, and implementation teams
Must be fluent in English and French. Spanish and/or other language skills are welcomed and considered an added value
Bachelor's degree in Computer Science, Engineering, or related field, or equivalent experience
Preferred
Experience administering Microsoft 365 hybrid environments or complex customer deployments
Knowledge of automation, orchestration, disaster recovery, and business continuity strategies
Familiarity with large-scale migration, change management, or digital transformation projects
Company
CoreView
CoreView is a provider of a Microsoft 365 management platform for IT teams.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$30.1MKey Investors
Insight PartnersNebraska Angel Network
2020-10-05Series B· $10M
2019-01-01Angel
2018-05-30Series Unknown· $20M
Leadership Team
Carmine Punella
VP of Product and Engineering
Alberto Brianza
Director of Product
Recent News
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