
Client Account Specialist
Required skills
- client service
- client retention
- IT
- MSP
- Microsoft Office
- CRM systems
- strategic solutions
- proposals
- quotes
- account activity
Nice to have
- client relationships
- IT solutions
- business needs
- seamless support
- strategic guidance
- measurable results
Role summary
Pinion Technology Core, a security-first managed IT services provider, seeks a Client Account Specialist to build consultative relationships with small to mid-sized technology clients. This role focuses on driving client satisfaction, retention, and growth by understanding client needs, translating them into actionable IT solutions, and ensuring seamless service delivery. Responsibilities include proactive communication, coordinating with technical teams, developing tailored technology plans, identifying trends, and generating opportunities. The ideal candidate possesses strong client service experience, technical curiosity, problem-solving skills, attention to detail, and proficiency in CRM systems and Microsoft Office.
Client Account Specialist - Trusted Advisor for Growing Technology Clients
Are you passionate about technology and building lasting client relationships? As a Client Account Specialist, you’ll play a critical role in connecting IT solutions with real-world business needs for small to mid-sized clients. Your work ensures clients experience seamless support, strategic guidance, and measurable results that strengthen their operations.
Why Pinion Technology Core?
Pinion Technology Core is a security-first managed IT services provider, empowering businesses to thrive through innovative technology solutions and proactive support. We cultivate a collaborative, growth-driven culture where team members are trusted partners in helping clients protect, optimize, and transform their operations.
What You’ll Be Doing
- Build strong, consultative relationships with clients to drive satisfaction, retention, and growth.
- Develop and maintain a deep understanding of each client’s business, IT environment, and strategic goals.
- Translate client needs into actionable service and product requirements.
- Ensure clients receive timely updates, proactive communication, and a smooth service experience - coordinating with technical teams to keep work moving.
- Collaborate across departments to create and maintain technology plans tailored to client needs.
- Identify client trends and proactively develop strategies to address them.
- Generate opportunities, prepare quotes, and track account activity.
What You’ll Need for This Position
- Proven Experience: Success in client service and retention, ideally within IT or an MSP environment.
- Communication Skills: Ability to engage effectively with business owners and key stakeholders.
- Technical Curiosity: A drive to stay current on technological trends and business solutions.
- Problem-Solving Mindset: Enjoy tackling challenges.
- Attention to Detail: Accuracy in proposals, orders, and documentation.
- Digital Fluency: Proficiency in Microsoft Office and familiarity with CRM systems.
- Critical Thinking: Ability to analyze client needs and develop strategic solutions.
- Flexibility: Willingness to travel overnight occasionally.
What’s In It for You
- A role that offers both challenges and opportunities to grow with an expanding team of IT and sales professionals.
- Flexible work environment with options for hybrid or in-office arrangements.
- People-centered culture that values innovation, efficiency, and fun.
- Competitive compensation and benefits package, including health, dental, vision, life, and disability insurance, 401k/profit-sharing, paid holidays, and flexible work schedules.
Compensation: In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $40,000 – 60,000 with opportunity to earn quarterly bonuses.
Colorado Residents: In any materials you submit, you will not be penalized for redacting or removing age-identifying information such as age, date of birth, or dates of school attendance or graduation. For intern applicants, we will need the date you anticipate being available to work full-time in order to be considered for a future full-time conversion offer.
EEO: Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
Attest services are provided by KCoe Isom, LLP, a licensed CPA firm.
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Application Deadline
11/25/2026
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