Jr. Technical Account Manager

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ROBO
 Austin, TX 78704 — Remote Work Available
Compensation
 $10,260.00 - $17,426.00 Annually
Benefits
 Medical, Dental, Vision, Retirement Savings
Employment Type
 Full-Time

Description

About ROBO: ROBO is a fast-growing IT service provider. We pride ourselves on doing two things: delivering exceptional customer service and developing elite technical talent. If you're looking for a chance to grow and thrive on technical challenges to solve, we're your dream come true.

ROBO Culture: ROBO is founded on its 6 core values: Endless Learning, Caring is Our Superpower, Own the Problem, Follow Up & Follow Through, Adapt and Overcome, and A Positive Energetic Environment Brings Life to Our Work. ROBOs live out the core values every day and are fanatical about providing the best customer service. At ROBO we are passionate about our employees, helping them develop their skill and knowledge to reach beyond their potential.

Position Summary: The Junior Account Manager plays a key support role in ensuring a seamless customer experience through effective coordination, data management, and communication. This position assists with Quarterly Business Review (QBR) preparation and follow-up by gathering, organizing, and analyzing client data and reports, preparing presentations, and tracking action items. The Junior Account Manager also manages meeting and calendar logistics, ensuring timely scheduling, preparation, and communication between clients and internal teams. In addition, this role provides project and task support by assisting with small client requests, maintaining documentation and trackers, and ensuring accuracy in all data entry. The Junior Account Manager also supports CRM and outreach efforts by maintaining up-to-date client records, managing follow-ups, and assisting with client communications through platforms such as HubSpot.

Responsibilities

QBR (Quarterly Business Review) Preparation & Follow-Up

  • Pull, organize, and analyze data and reports, including Halo tickets, O365 usage, hardware inventories, license audits, and invoices
  • Prepare and clean up data in Excel for reporting and presentation
  • Draft initial QBR slide decks and capture action items during meetings
  • Track and follow up on post-meeting tasks and deliverables

Meeting & Calendar Management

  • Schedule QBRs, client meetings, and internal preparation sessions
  • Manage Technical Account Manager (TAM) calendars to ensure timely preparation and execution
  • Send meeting invites, reminders, and follow-up communications
  • Coordinate logistics to ensure meetings are organized and productive

Project & Task Support

  • Assist with small client requests, such as scoped quotes and time & materials (T&M) project tasks
  • Update and maintain trackers, documentation, and notes within systems like ITGlue and Halo CRM
  • Perform accurate and timely data entry to support project tracking and client records

CRM & Outreach Support

  • Utilize HubSpot (or similar CRM systems) to support TAM communications and client engagement
  • Manage outreach tasks, client follow-ups, and contact updates
  • Ensure client records, notes, and communication logs remain accurate and up to date

General Support

  • Collaborate with internal teams to ensure client expectations are met and communication remains consistent
  • Proactively identify opportunities to streamline processes and improve reporting accuracy
  • Maintain a professional and customer-focused approach in all interactions

Qualifications

  • Bachelor's degree in Business, Marketing, Information Technology, or a related field preferred.
  • 1-2 years of experience in account management, client services, project coordination, or a similar role.
  • Experience with data analysis, reporting, and CRM systems (HubSpot, Salesforce, or similar) is a plus.
  • Proficient in Microsoft Excel, Word, and PowerPoint.
  • Familiarity with CRM platforms, ticketing systems, and IT documentation tools (e.g., Halo CRM, ITGlue).
  • Basic understanding of IT systems, software, and hardware preferred.
  • Strong organizational and time-management skills, with the ability to manage multiple tasks simultaneously.
  • Excellent verbal and written communication skills.
  • Detail-oriented and accurate, particularly with data entry and reporting.
  • Proactive and resourceful, with the ability to anticipate needs and follow through on tasks.
  • Team player who can collaborate effectively with internal teams and clients.
  • Adaptable and eager to learn, with a curiosity for understanding client needs and technology solutions.
  • Professional demeanor and strong client-service orientation.
  • Ability to work independently while maintaining accountability for deadlines and deliverables.
  • Comfortable working in a fast-paced, dynamic environment.
  • Excellent attention to detail Benefits

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