Technical Account Manager (Pre-Sales & Client Success)
Accountabilities:
Client Discovery and Requirements Gathering
- Lead discovery calls with prospective clients to understand their business objectives, challenges, technical requirements, and expectations.
- Ask relevant questions to establish project scope, budget, timelines, constraints, and measurable success criteria.
- Translate business needs into clear and structured documentation, including Business Requirements Documents (BRDs), user stories, feature lists, and project scope documents.
Technical Solution Design and Proposals
- Collaborate with internal technical leads and software architects to design appropriate solutions, define technology stacks, establish high-level architecture, and identify required modules and integrations.
- Prepare accurate effort estimates, project timelines, delivery milestones, and pricing structures, including fixed-price, time-and-materials (T&M), and dedicated-team models.
- Develop compelling business proposals, Statements of Work (SOWs), Request for Proposal (RFP) responses, and presentation materials.
- Present proposed solutions to client stakeholders, explaining technical approaches, business value, project scope, and delivery expectations.
- Develop wireframes and clickable prototypes when necessary to communicate proposed features and user experiences.
Sales and Deal Closure
- Own opportunities from the initial client conversation through proposal presentation, commercial negotiations, and signed contract.
- Work closely with the sales team to progress opportunities, address client objections, negotiate pricing and contractual terms, and successfully close deals.
- Maintain accurate sales pipeline information and deal records within the CRM, ensuring reliable revenue forecasting and opportunity tracking.
Project Delivery and Client Success
- Coordinate project handovers to development teams, ensuring clear communication of requirements, priorities, deliverables, and acceptance criteria.
- Serve as the primary client contact throughout the development lifecycle, maintaining strong communication and alignment between clients and internal delivery teams.
- Organize client meetings around project milestones, demonstrations, and agreed delivery checkpoints.
- Manage scope changes, change requests, client expectations, and potential delivery risks, escalating issues proactively when necessary.
- Monitor project progress to ensure deliverables meet agreed requirements, quality standards, and timelines through final client approval.
Account Growth and Relationship Management
- Identify opportunities for upselling and cross-selling additional services, including new software modules, maintenance and support, cloud solutions, quality assurance, and dedicated development teams.
- Develop trusted, long-term client relationships that encourage repeat business, referrals, and positive testimonials.
- Contribute directly to revenue growth by managing commercial opportunities and maximizing the value of existing client accounts.
Requirements
- Between 4 and 8 years of professional experience within a custom software development company or IT services environment, particularly in pre-sales, business analysis, solution consulting, technical account management, or engagement management.
- Demonstrated success leading client discovery conversations and converting business requirements into proposals and signed software development contracts.
- Experience working with international clients, ideally across the United States, Canada, the United Kingdom, Europe, and the Middle East.
- Hands-on experience preparing technical and commercial proposals, Statements of Work (SOWs), project estimates, and delivery plans for web applications, mobile applications, or enterprise software solutions.
- Strong technical understanding of software development processes and architecture, including web and mobile applications, APIs, databases, cloud platforms such as AWS, Azure, or GCP, third-party integrations, and the software development lifecycle (SDLC). Programming experience is not required.
- Good understanding of Agile and Scrum methodologies, with the ability to collaborate effectively with software developers, QA engineers, project managers, and technical architects.
How Jobgether works
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
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