Principal Technical Account Manager
Berkeley, Ca
Responsible for nurturing 22 client relationships worth $115,000 per month in recurring managed services revenue. Each client is scheduled for recurring service review calls each month to review the prior month’s service and track active priorities. Ensuring each is retained and satisfied with services provided on ongoing basis. Continually review and evaluate client IT infrastructures, presenting annual strategic reviews of all aspects of technical infrastructure, security practices, monitoring, backups, disaster recovery, and documentation. Propose and close technical projects with clients to address issues revealed in annual reviews and on ad hoc basis. Write statements of work and proposals, earn buy-in from client, and track project results.2012 Special Projects – Above and beyond TAM roles and responsibilities…• Envisioned, developed, piloted and took live new ‘Account Management System’ [AMS] utilizing Mindjet software. This has become the new standard for all TAM’s at the company to track progress with each assigned account.• Evaluated, recommended and purchased a Network Detective subscription. The tool is now used for new client onboarding, sales prospect meetings and by TAM’s on existing client networks.• Developed a TAM Dashboard mind map that gives a heads up location to easily see work across a large number of accounts.• Piloted Mindjet ‘Cradle to Grave’ project planning, proposal, and project fulfillment. Created template proposals for the most common type of projects that we encounter.• Developed a new ‘Focus on the Client’ map that allows for a one page view of all critical information on an account. This has been piloted on one of my clients that has 5 locations and is very complex.• Pilot testing of Mindjet tasks to track progress on priorities for 22 client AMS maps. Documented best practices for utilizing the link between Mind Maps and Tasks. Provided training to the TAM team.