The Iserv Company

Technical Client Success Manager – AI, Operations Focus

The Iserv Company

full-time

Posted on:

Location Type: Hybrid

Location: Orlando • Florida • United States

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Salary

💰 $70,000 per year

About the role

  • 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.
  • Maintain impeccable data hygiene in our CRM/PSA, potentially utilizing AI tools to summarize client interactions and action items.
  • Own the critical "Sales-to-Operations" handoff. You are responsible for ensuring the Project Management (PM) team has everything they need to start a project successfully.
  • Manage client expectations during the onboarding phase, ensuring clear communication channels are established.
  • Troubleshoot roadblocks during the provisioning process so the Sales team can focus on selling and the PM team can focus on deploying.
  • Be an internal champion for efficiency. Use your independent judgment to suggest new AI tools or automations that could make the Sales or Onboarding process faster.
  • Stay educated on the rapidly changing AI landscape (Microsoft Copilot, ChatGPT, Automation platforms) to better converse with clients and improve your own productivity.

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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
AI solutionsAutomation solutionsProject ManagementScopes of WorkData hygieneClient onboardingTroubleshootingValue deliveryTechnology road-mappingMSP lifecycle
Soft Skills
Organizational skillsCommunication skillsInterpersonal skillsJudgmentClient managementEfficiency advocacyProblem-solvingCollaborationAdaptabilityDetail-oriented