Senior Account Manager

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Logo of Shield

Shield

51 - 200 employees

Founded 2024

🤝 B2B

🤖 Artificial Intelligence

🏢 Enterprise

B2B • Artificial Intelligence • Enterprise

Shield is a tech-enabled partner and investor that helps managed service providers (MSPs) scale by combining patient capital, operational expertise, and applied AI engineering. The firm provides forward-deployed engineers, operational support (HR, finance, recruiting), people development, and strategic M&A guidance while preserving local leadership and culture. Backed by ZBS Partners and Thrive Holdings, Shield focuses on long-term, founder-friendly partnerships to accelerate growth and implement AI-first solutions.

📋 Description

• Serve as primary point of contact for a portfolio of Tier 1 and Tier 2 accounts • Develop and execute account plans that drive retention and identify upsell opportunities • Partner with the vCIO/TAM to prepare and deliver quarterly business reviews (QBRs) for strategic accounts • Proactively monitor account health indicators including support volume, contract dates, and relationship signals • Own renewal conversations and negotiate contract expansions within approval thresholds • Escalate technical issues appropriately and follow through to resolution • Maintain accurate CRM records, activity logs, and account health scores in HubSpot • Surface upsell and cross-sell opportunities and coordinate with Sales and the vCIO on larger opportunities • Mentor Account Managers and provide guidance on complex account situations • Represent the client voice internally — bring structured feedback to delivery, product, and leadership

🎯 Requirements

• 3 to 5 or more years in account management, customer success, or B2B sales — managed IT services, cloud solutions, cybersecurity, or technology services strongly preferred • Proven track record of hitting retention and upsell targets — be ready to share specific numbers • Comfortable leading conversations with business owners, operations leaders, and C-suite contact • Strong organizational skills and ability to manage a meaningful portfolio without things falling through the cracks • Working knowledge of managed IT infrastructure, cloud services, or cybersecurity solutions • CRM proficiency required — HubSpot, Salesforce, ConnectWise, or similar • Experience with PSA tools (ConnectWise, Autotask) is a plus but not required

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