Junior Technical Account Manager

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest-growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client

Our client 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.

What You’ll Do

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

What You Bring

• 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
• 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