IServ · 7 hours ago
Technical Client Success Manager (AI & Operations Focus)
Orlando, FL
Full-time
Hybrid
Entry, Mid Level
$70/hr - $70/hr
2+ years expIserv is redefining what it means to be a Managed Service Provider by integrating Artificial Intelligence into their services. They are seeking a Technical Client Success Manager who will act as the strategic hub of the organization, ensuring clients successfully adopt technology while driving innovation and efficiency in operations.
AnalyticsCloud ComputingInformation TechnologySoftware
Responsibilities
Serve as the primary liaison for key accounts, ensuring they aren't just "happy," but are successfully adopting the technology we deploy
Identify opportunities within existing client accounts where AI or Automation solutions could solve a business pain point, and tee these up for the Sales team
Conduct quarterly business reviews (QBRs) with a focus on value delivery and technology road-mapping
Act as the bridge between Sales and Technical teams to validate complex orders. You ensure that what is sold is technically viable and properly licensed
Assist in the creation of Scopes of Work (SOW), utilizing your organizational skills to ensure no detail is missed during the quoting process
Maintain impeccable data hygiene in our CRM/PSA, potentially utilizing AI tools to summarize client interactions and action items
Own the critical "Sales-to-Operations" handoff. You are responsible for ensuring the Project Management (PM) team has everything they need to start a project successfully
Manage client expectations during the onboarding phase, ensuring clear communication channels are established
Troubleshoot roadblocks during the provisioning process so the Sales team can focus on selling and the PM team can focus on deploying
Be an internal champion for efficiency. Use your independent judgment to suggest new AI tools or automations that could make the Sales or Onboarding process faster
Stay educated on the rapidly changing AI landscape (Microsoft Copilot, ChatGPT, Automation platforms) to better converse with clients and improve your own productivity
Qualification
Required
2+ years of experience in an MSP, SaaS, or Technical Account Management role
Passion for AI & Automation: Demonstrated interest in or experience with using AI tools to increase productivity is a major plus
Strong understanding of the MSP lifecycle (Ticketing, Quoting, Onboarding)
Excellent written and verbal communication skills—you can translate 'Geek' to 'English.'
Preferred
Experience with MSP tools (ConnectWise, Autotask, HubSpot, etc.) is preferred
Benefits
Health
401k
PTO
Company
IServ
IServ is an IT company that offers software development, digital transformation, data protection, analytics, and cloud computing services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase