MSP Team Lead
Required skills
- account management
- client retention
- account growth
- QBRs
- technology strategies
- non-technical executives
- Microsoft 365
Nice to have
- MSP
- IT services
- technology environment
- recurring revenue
- cybersecurity compliance
- CMMC
Role summary
Proactive Technology Group (PTG) is seeking a Technical Account Manager to own the full client relationship lifecycle for 15-25 managed services accounts. This revenue-generating, client-facing role focuses on retention, expansion, and strategic alignment, acting as a strategic partner rather than just a vendor. Responsibilities include leading Quarterly Business Reviews (QBRs), building technology roadmaps, identifying and closing expansion opportunities, onboarding new clients, managing proposals, and serving as the liaison between clients and technical delivery teams. The ideal candidate has 3+ years of account management experience, a track record of client retention and growth, and comfort presenting technology strategies to non-technical executives. Familiarity with Microsoft 365 is required, with preferred experience in MSP/IT services environments, cybersecurity compliance frameworks, and PSA/RMM/CRM platforms.
About PTG
Proactive Technology Group is an $8M+ managed IT services company serving mid-market businesses across the New York metro area. We are not a lifestyle MSP coasting on break-fix revenue. We are building something: a growth-stage IT services platform with active expansion into cybersecurity compliance, AI consulting, and strategic acquisitions. Our team of 35 operates with an ownership mentality, powered by EOS and a culture that rewards initiative over tenure.
If you want a role where you manage a spreadsheet and forward tickets, this is not it. If you want to own a book of business, shape client strategy, and grow alongside a company that is scaling aggressively, keep reading.
Why PTG
- Growth, not stagnation. We are actively acquiring, launching new service lines, and expanding our footprint. Your career trajectory here has no artificial ceiling.
- Operator culture. We run on EOS. Roles are clear. Accountability is real. You will not spend your time navigating politics or waiting for approvals.
- Supportive team. 35 people who show up, do the work, and have each other's backs. Leadership is accessible. Wins are recognized. Development is funded.
We’re looking for a technically strong, client-focused Technical Team Lead/Manager to join our team. This role is based out of our Greenvale, NY office and supports a wide range of client environments across Manhattan, Queens, Brooklyn, and Long Island.
The Team Lead will manage a team of 4–6 help desk technicians, serve as the primary technical point of contact for our clients, and assist with project work. This position is ideal for someone who combines advanced troubleshooting skills with strong leadership and a commitment to delivering VIP-level client service. Approximately 30% of the role is spent at client sites.
Position Details
- Job Type: Full-time
- Location: Based onsite in our Greenvale, NY office
- Travel: Approximately 30% travel to client sites in Manhattan, Queens, Brooklyn, and Long Island
- Schedule: Monday through Friday with occasional after-hours work as needed
- Annual Salary Range: 80k-95k
What You’ll Do
Leadership
- Lead, mentor, and support a team of 4–6 help desk technicians.
- Oversee ticket queues, prioritize workloads, and ensure SLAs and service quality standards are met.
- Serve as the escalation point for the help desk team, providing technical guidance and coaching.
- Review documentation and ticket notes for accuracy and completeness.
- Identify recurring issues and drive process improvements across the team.
Client Relationships
- Act as the main technical contact for assigned clients.
- Provide VIP-level support to executives and key client stakeholders.
- Build strong, trusted relationships with client contacts and understand their business needs.
- Clearly communicate progress, risks, and technical recommendations to clients and internal teams.
Technical Support
- Provide Level 2/3 support, onsite and remote, for issues involving:
- Workstations, laptops, and peripherals.
- Microsoft 365, Entra ID, and user account management.
- Windows Server and line-of-business applications.
- Network connectivity, wireless, switching, and firewalls.
- Escalate complex issues to senior engineers or project resources when appropriate.
Project Work
- Assist with project tasks such as:
- Network equipment installations and replacements.
- Firewall and switch swaps.
- Wireless deployments.
- Endpoint deployments and refreshes.
- Server and infrastructure upgrades.
- Office IT moves and user onboarding/offboarding.
Tools & Documentation
- Document work, technical findings, and client environment details in IT Glue.
- Use Halo PSA for ticket management, time entry, and work tracking.
- Use Ninja RMM for remote access, monitoring, and endpoint support.
Requirements
You’re a Good Fit If You:
- Have proven experience leading or mentoring technical staff.
- Deliver exceptional customer service and remain professional under pressure.
- Communicate clearly with executives, end users, and technical teams.
- Have strong troubleshooting skills and can resolve complex issues independently.
- Are organized, reliable, and able to balance team management with hands-on work.
- Adapt quickly to different client environments and technologies.
- Are flexible with scheduling, as some after-hours or early-morning work may be required for client needs or maintenance windows.
Preferred Experience
- 3–5+ years in a managed services or IT support role, including Level 2/3 support.
- Prior experience in a team lead, supervisory, or senior technician role.
- Experience supporting:
- Microsoft 365
- Windows 10/11
- Windows Server
- Azure and Entra ID environments
- Network infrastructure including switches, firewalls, and wireless
- Familiarity with technologies such as SonicWall, Meraki, UniFi, and Ruckus.
- Experience with IT documentation platforms and PSA/ticketing systems.
- Valid driver’s license and ability to travel to client locations as needed.
Benefits
- 401(k).
- 401(k) matching.
- Dental insurance.
- Health insurance.
- Life insurance.
- Paid time off.
- Parental leave.
- Professional development assistance.
- Referral program.
- Vision insurance.
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