Client Account Manager (Cypress, CA)

Method Technologies is looking for our next great Client Account Manager! Someone who genuinely enjoys keeping things organized, catching what others miss, and making sure client accounts are documented, accurate, and up to date. If you want a shot at joining our team, please keep reading!

This role is perfect for someone who gets real satisfaction from knowing renewals were handled early, assets are documented correctly, and Account Executives aren’t chasing loose ends. You’ll work closely with our team, support our clients behind the scenes, and play a key role in keeping everything running smoothly.

If phrases like “just to be safe” and “let’s double‑check that” feel comforting instead of annoying, you’re already ahead. If you like structure, details, checklists, and the quiet victory of “everything is handled,” but also appreciate good snacks, dry sarcasm, and the occasional office shenanigan — you may have just found your people.

Now, I know what you are thinking - this is probably some boring desk job where all you do all day is shuffle papers around and file stuff, in between using one of those big multifunction copiers and taking breaks socializing at the water cooler. Well, I knew you would jump to that totally reasonable conclusion, so my response is this:

• We’re an IT company, paper is rare, and this role stays busy keeping accounts accurate, renewals on track, and small problems from becoming big ones.
• It’s not just a water cooler, we have an entire kitchen. And our snack game is really on point.

Why we will want to hire you:

• You live in the Southern California area. Our corporate office is in Cypress. We are currently only considering local candidates.
• You have excellent communication skills. Yes, we know everyone says that, but we actually mean it. You’ll be writing reports, emailing clients, and explaining compliance standards without sounding like a robot.
• You are vary detail oriented and so detail oriented that punctuation and grammar and spelling mistakes make you cringe and you canot stand it when sentences are butchered and continue to run on like they will never end. You’ll hopefully be so obsessed with the details that you caught all the mistakes in this bullet point as you read it.
• You are ready to take the leap with a Managed Service Provider. You will be busy, IT can be stressful, but what job isn't?
  

What you will be doing:

The Client Account Manager is not a sales or quota‑carrying role. This position is responsible for the operational management, accuracy, and continuity of existing client accounts. The Client Account Manager supports Account Executives by maintaining client assets, processing renewals, coordinating vendor activity, and preparing client‑facing materials. The Client Account Manager fields general client questions and assists other Method employees with their client-related inquiries. The Client Account Manager ensures that client data is complete and accurate, renewals are handled on time, and internal teams have the information they need to deliver excellent service. This role is critical to client retention, operational efficiency, and scalability.

• Account Support & Coordination
• Support Account Executives by preparing quotes, proposals, reviews, and account documentation.
• Respond to general client account inquiries and route requests appropriately.
• Act as an internal resource for Method personnel regarding client accounts.
• Renewals & Asset Management
• Manage client renewals including hardware, software, licensing, carrier services, and subscriptions
• Maintain accurate and up‑to‑date client configurations, assets, and contract information.
• Track renewal timelines to ensure proactive and timely processing.
• Coordinate with vendors and carriers for pricing, availability, and documentation.
• Quoting, Proposals & Vendor Coordination
• Prepare ad‑hoc quotes for products and services for Account Executive review.
• Assist with project proposals for existing clients.
• Register deals with vendors as required.
• Communicate professionally with vendors, carriers, and third parties.
• vCIO & Account Reviews
• Prepare vCIO review materials for Account Executives.
• Process follow‑up tasks related to vCIO recommendations and reviews.
• Ensure account data and reporting inputs are accurate prior to reviews.
• Billing & Administrative Support
• Coordinate client payments and assist with billing issues in collaboration with finance.
• Support internal teams with documentation needed for invoicing and reconciliation.