CBIZ

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

The Technical Account Manager in our Technology Advisory space, acts as the technical advisor embedded within the Customer Success team. This role supports onboarding, QBRs, technical strategy planning, and project scoping. The Technical Account Manager ensures the client’s technical environment aligns with business goals and service delivery is proactively optimized.

Essential Functions & Primary Duties

• Serve as a technical consultant for strategic clients
• Participate in QBRs, roadmap discussions, and renewal planning
• Collaborate with engineering and projects teams to scope initiatives
• Conduct environment audits, risk assessments, and compliance checks
• Assist in onboarding design, documentation, and validation
• Track and report on platform performance, usage, and infrastructure alignment
• Contribute to internal knowledgebase and lifecycle playbooks

Preferred Qualifications

• 3–7+ years in a technical client-facing role (consultant, TAM, systems engineer)
• Experience in an MSP or IT services environment required
• Proficient in systems, networking, Microsoft 365/Azure, cybersecurity fundamentals
• Strong communication skills, with ability to explain complex topics to non-technical stakeholders
• Understanding of managed services SLAs, compliance, and support models

Minimum Qualifications

• Bachelor’s degree in relevant field
• 3 years of relevant work experience
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs

#LI-CF2 #Hybrid