RoundTable Technology · 5 days ago
Account Manager (AM)
New York, United States
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $90K/yr
1+ years expRoundTable Technology is a growing IT company offering premier managed IT services to nonprofits. They are seeking an Account Manager to take ownership of the client lifecycle, collaborate with non-profit leadership, and develop strategies to drive client success. The role involves building relationships, ensuring customer satisfaction, and contributing to revenue growth through upselling and cross-selling opportunities.
Cyber SecurityInformation TechnologyProfessional Networking
Responsibilities
Collaborate with clients to develop and maintain technical and strategic roadmaps aligned with their mission and goals
Identify areas of risk or misconfiguration and escalate through internal support, consulting, and project channels
Conduct onsite technical reviews and alignment audits on a recurring schedule
Provide guidance on IT best practices, security standards, cloud services, and infrastructure optimization
Act as a bridge between client leadership and technical teams to translate organizational needs into actionable projects
Help oversee hardware and software lifecycle management, vendor coordination, and IT budgeting
Proactively engage with non-profit clients to understand their organizational objectives, challenges, and requirements
Cultivate and maintain strong relationships with key client stakeholders, becoming a trusted advisor on technology services and best practices
Take ownership of client accounts, ensuring timely and successful delivery of our services. Collaborate with internal teams to address client needs effectively
Implement strategies to enhance customer satisfaction, loyalty, and retention. Maintain a Customer Retention Rate of at least 97% for the assigned portfolio
Drive revenue growth through upselling and cross-selling opportunities. Identify and capitalize on opportunities for upsell and cross-sell revenue contributing to sustained growth across all accounts
Execute established check-in schedules with each client, typically on a monthly basis. Log all client meetings in the system of record weekly as they occur. Provide meeting notes to the client within 48 hours, clearly identifying action items, owners, and expected response times
Establish and maintain a minimum of one annual Executive Business Review with key stakeholders. Produce and assess an Alignment Checklist/Cyber Baseline Report illustrating client progress towards goals and a roadmap for the next steps
Demonstrate a learning mindset and a commitment to personal growth and development by seeking out training opportunities and actively learning. Actively participate in RoundTable Technology’s culture, including demonstrating and modeling our core values
Collaborate with Technical Account Managers, support, escalations, and strategic consultants to align service delivery with client goals. Contribute to the development of best practices, toolkits, and internal knowledge sharing
Help maintain client documentation and records
Qualification
Required
Proven experience in customer success, service delivery, client-facing operations, or a related role
1+ years of experience in IT, systems administration, or technical account management, preferably within an MSP or nonprofit context
Demonstrated ability to build client trust, translate technical concepts, and deliver strategic guidance
Understanding of the non-profit sector and its unique challenges
Excellent communication and interpersonal skills. Comfortable meeting and communicating with C-Level executives
Ability to prioritize and manage multiple tasks while maintaining attention to detail
Technical aptitude and the ability to quickly grasp new technologies
Strong problem-solving and decision-making skills
Strong leadership and mentoring skills, with the ability to guide and support junior team members
Ability to work independently and as part of a team, prioritize tasks, and manage multiple projects simultaneously and independently
Strong customer service orientation and a commitment to delivering high-quality solutions
Benefits
Health/Dental Insurance
Long & Short-Term Disability
Life Insurance
401k with Matching (available after 1 year of employment)
Reimbursement for professional development and training
PTO days & Holidays
Company
RoundTable Technology
RoundTable Technology offers cybersecurity, network solution, project management, and managed IT services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Heather R Troidl
VP of Sales, Marketing & Partnerships
Joshua Peskay
3CPO (Chief Information Officer, Chief Security Officer, Chief Program Officer)
Recent News
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