Job Summary
Morris Technology Solutions is seeking a Technical Account Manager to manage and grow relationships with our existing MSP clients as their trusted technical advisor while closing referred and warm-introduced sales opportunities. You will be the person clients call when they need guidance and the person we put in the room when a new opportunity comes in.
This position is intentionally hands-on and client-facing. It is a strong fit for someone who wants to own a book of business, carry a number, and grow into senior client and sales leadership.
Why MTS?
We are a San Antonio company solving real technology problems for growing organizations, and we are scaling fast. This is a chance to join early, own outcomes that matter, and build a career alongside people who will invest in you.
- Founded and headquartered in San Antonio. You will learn in person from experienced operators across both our healthcare IT consulting and managed services practices, with direct exposure to ownership.
- Become a foundational member of a growing MSP team and help build the sales and client success engine.
- Work shoulder to shoulder with leaders across technical, sales, and executive functions and build long-term career relationships.
- MTS is a values-based and people-centric firm, as evidenced by our reviews on Google and Glassdoor!
Key Responsibilities
- Own the relationship for a portfolio of MSP clients and serve as their primary business contact and trusted advisor.
- Lead recurring Technical Business Reviews (TBRs), walking client leaders through environment health, roadmap, budget, risk, and upcoming needs while translating technology into business outcomes.
- Partner with our technical team to scope, quote, and deliver hardware, upgrades, and projects. Understand pricing, cost, and margin across the tools we use.
- Drive adoption of MTS standards across security, backup, and compliance to reduce client risk and reactive support time.
- Identify and close expansion opportunities inside existing accounts through cross-sell and up-sell.
- Own client satisfaction, retention, and renewals. Get ahead of issues before they escalate and engage the right internal resources when they do.
- Keep account activity, notes, and documentation current in Halo PSA and HubSpot.
- Own the full sales process for referred and warm-introduced prospects, from first meeting to signed agreement.
- Run discovery and needs assessments, then work with the technical team to build right-sized proposals and pricing.
- Present solutions in person and be the face of MTS in the room.
- Manage your pipeline and follow-up cadence in HubSpot. Time your outreach around prospect contract renewals to catch them at the right moment.
- Build referral relationships and represent MTS in the community through networking, events, and local sponsorships in our target market.
- Hand off newly closed clients cleanly to onboarding and service delivery for a smooth start.
- Collaborate daily with the technical and service team on quotes, scoping, and escalations.
- Partner with the MSP Manager and ownership on growth priorities and target segments.
- Coordinate with vendors in our stack on pricing, solutions, and client issue resolution.
- Contribute in our EOS/L10 team meetings to sharpen processes, tools, and playbooks.
Required Qualifications
- 2+ years of experience in direct B2B sales, account management, or client success.
- Working familiarity with the technologies and services MSPs typically provide, including managed IT and help desk, networking, Microsoft 365, cybersecurity and compliance basics, VoIP, and software licensing.
- Comfortable using CRM and quoting tools efficiently and keeping them accurate and current.
- Strong communication skills with the ability to build trust with owners and executives and explain technical topics in plain language.
- San Antonio-based with the ability to work in-office and travel to client sites across the metro.
- A self-starter who thrives with ownership, visibility, and a fast-growing environment.
Preferred Qualifications
- Experience working within IT services or a Managed Services Provider (MSP).
