Technical Client Success Manager ensuring successful adoption of AI and automation solutions at Iserv. Acting as liaison between Sales and Technical teams to drive efficiency.
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.
Assist in the creation of Scopes of Work (SOW), utilizing your organizational skills to ensure no detail is missed during the quoting process.
Own the critical "Sales-to-Operations" handoff.
Manage client expectations during the onboarding phase, ensuring clear communication channels are established.
Be an internal champion for efficiency.
Requirements
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).
Experience with MSP tools (ConnectWise, Autotask, HubSpot, etc.) is preferred.
Excellent written and verbal communication skills—you can translate "Geek" to "English."
Benefits
Health
401k
PTO
Job title
Technical Client Success Manager – AI & Operations Focus
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