Senior Account Manager at StoredTech – Raleigh, North Carolina

About StoredTech

We strive to provide innovative solutions, exceptional service, and a relentless focus on client success. Our mission is to empower our clients to thrive in the digital world by delivering reliable, cutting-edge technology with a personal touch.

StoredTech is a fast-growing Managed Services Provider (MSP) delivering cutting-edge IT solutions that help businesses scale efficiently and securely. With a strong focus on client success, innovation, and reliability, we support organizations across multiple industries with managed IT, cloud services, cybersecurity, and digital transformation.

Position Summary

Are you passionate about building strong relationships and delivering exceptional client experience? At StoredTech, we don’t just provide IT solutions, we create lasting partnerships with our clients and ensure they thrive. As a Client Success Representative, you’ll be the trusted voice and advocate for our clients, guiding them through their journey with us and ensuring they get the most out of our innovative services. 

This is more than just a client-facing role—it’s a chance to make a real impact, collaborate with a team that’s dedicated to excellence, and be part of a company that values people just as much as technology. If you’re energized by helping others succeed, enjoy problem-solving, and want to be part of a fun, dynamic, and forward-thinking workplace, we’d love to meet you. 

Key Responsibilities (Essential Functions)

• Scale and grow an existing wallet share of strategic clients by upselling net new products along with renewing existing agreements. 

• Serve as a main point of contact for clients, understanding their business goals and challenges. 

• Regularly check in with clients to assess satisfaction and identify opportunities for improvement.   

• Escalate and delegate complex problems to appropriate internal teams and ensure timely resolution. 

• Conduct regular client reviews with clients to review performance metrics, discuss service enhancements, and gather feedback. 

• Provide clients with training on new features, updates, and best practices related to our services. 

• Create and distribute educational materials to enhance client understanding. 

• Monitor renewals and proactively engage with clients to ensure retention. 

• Identify upsell and cross-sell opportunities. 

• Advocate for client needs and requirements within the organization. 

• Collaborate with product and service development teams to ensure client-centric improvements. 

• Maintain accurate and up-to-date client records, including contact information, preferences, and service history. 

• Document client interactions and resolutions in the CRM system. 

• Perform any additional job duties as requested by management to contribute to the overall success of the organization. 

• Contribute to sales along with retiring a monthly revenue goal. 

• Perform other related duties as assigned to support team and company objectives.

Required Qualifications:

• 3-5 years’ experience managing a book of business in a technology sales role (preferably managed services, cyber security, or technology based sales field)
• Excellent communication and interpersonal skills 

• Analytical mindset for reviewing client performance metrics 

• Ability to manage multiple client accounts simultaneously 

• Proactive problem solver 

• Strong organizational skills 

• Task oriented 

• CRM experience

• Ability to work in a fast-paced environment 

• Team collaboration and coordination 

• Adaptability in a dynamic environment 

Preferred:

• HubSpot experience
• Proven track record of meeting/exceeding revenue targets
• Ability to develop and execute account plans
• Background in consultative or solution-based selling

Work Environment & Physical Requirements

This role primarily operates in office and remote settings. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Communicates effectively via phone, video meetings, and email.

• Use computers and office equipment for extended periods.

• Ability to sit, stand, and travel as needed.

• Reads, writes, and communicates clearly to perform job duties and interact with clients and team members.

• Occasional travel is required to client sites or StoredTech offices (estimated 20%).

Work Schedule

• Standard schedule: Monday–Friday, 8:00 AM – 5:00 PM.

• Flexibility required for occasional after-hours meetings or travel based on client and business needs.