Technical Account Manager

Technical Account Manager

About CoreView

CoreView is the global leader in effortless Microsoft 365 (M365) security, governance, and administration. Trusted by Fortune 100 companies, we empower organizations to simplify complex M365 environments, strengthen security, and maximize ROI—with over 20 million users managed worldwide.

Our unified, cloud-native platform delivers powerful automation, rapid value, and end-to-end visibility across the entire M365 ecosystem. Backed by world-class support and a collaborative, innovative culture, CoreView is a place where your ideas matter and your work truly impact global enterprises.

Job Summary

As a Technical Account Manager (TAM), you'll act as the trusted advisor and key point of contact for our enterprise customers in the Americas region. You will combine technical expertise in Microsoft 365 and cloud ecosystems with a business-oriented mindset, ensuring that customers achieve maximum value and satisfaction from our solutions. You will leverage customer insights, data, and best practices to proactively drive adoption, retention, and expansion of our SaaS offerings.

This is a pivotal customer-facing role responsible for orchestrating the customer lifecycle—from onboarding, value realization, ongoing engagement, to renewal and growth. You are not just supporting technical implementations, but are accountable for advocating customer success, growing revenues, and delivering outcomes.

Requirements

• Technical & Business Expertise: In-depth knowledge of Microsoft 365, Azure, Entra ID, Exchange Online, Teams, SharePoint Online, OneDrive, and a strong understanding of cloud security and compliance.
• Customer-Centric Mindset: Experience in customer success, technical account management, or related roles in a SaaS environment, ideally with enterprise/large accounts.
• Revenue Orientation: Proven ability to identify and close revenue growth opportunities (upsell/cross-sell), and demonstrated impact on retention and customer success metrics.
• Strong Communication & Influence: Ability to lead strategic customer conversations, deliver high-impact presentations, and influence stakeholders at all organizational levels.
• Analytical & Problem-Solving Skills: Skilled at using data to identify trends, root causes, and recommend solutions to maximize customer value.
• Operational Excellence: Experience developing SOWs, participating in sales cycles, and managing account data and KPIs in CRM tools.
• Collaboration & Teamwork: Ability to work cross-functionally and coordinate with commercial, professional services, and implementation teams.
• Languages: Must be fluent in English and French. Spanish and/or other language skills are welcomed and considered an added value.
• Education & Experience: Bachelor’s degree in Computer Science, Engineering, or related field, or equivalent experience.

Extra Credit

• 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.

Responsibilites

• 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.

Additional Notes

As we grow, we are looking to hire people who share our values and goals. Our values are the core of everything we do:

• Collaboration – Sharing knowledge, resources, and support to drive success
• Ownership – Holding ourselves accountable for delivering excellence
• Respect – Valuing every voice to build a stronger team
• Empathy– Understanding each other to foster a supportive workplace

We are committed to creating a diverse and inclusive global workplace, helping each other achieve our goals, and having fun along the way.

CoreView is an Affirmative Action, Equal Opportunity Employer that values the strength that diversity brings to the workplace. All qualified applicants will receive consideration for employment and will not be discriminated against based on gender, race/ethnicity, protected veteran status, disability, or other protected group status.