What are the responsibilities and job description for the Technical Account Manager (TAM) position at CubX Inc.?
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 issue 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.
Want to see what what It’s really like to work at CubX?
What It’s Really Like to Work at CubX (Inside Our Team)
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.
- 2 years of experience in a client-facing account management role within an MSP or IT services environment
- Prior experience working for a managed service provider (MSP)
- Experience managing multiple client accounts concurrently
- Working knowledge of Microsoft 365 administration and core services
- General understanding of modern IT operations in cloud-forward/serverless environments
- Experience communicating technical concepts to both technical and non-technical stakeholders, including executives
- Fluent English
- Ability to travel for occasional in-person client meetings (estimated 25–50%)
- Occasional after-hours availability and responsiveness for client needs
- Experience leading client meetings such as regular check-ins and quarterly business reviews (QBRs)
- Experience managing customer escalations and coordinating incident communications
- Experience with Microsoft Intune and endpoint management
- Experience with Microsoft security tooling such as Microsoft Defender
- Experience supporting healthcare IT environments
- Competitive salary of $60,000–$85,000 USD (based on experience)
- Paid time off and company holidays
- Health, dental, and vision insurance options
- 401(k) retirement plan with company match
- On-site gym for employee wellness
- Modern, collaborative office environment
- Ongoing training and professional development
- Opportunity to work with cutting-edge technology
- Team events and employee appreciation initiatives
- Strong company culture focused on innovation and teamwork
Salary : $60,000 - $85,000