SWK Technologies, Inc.

Customer Success Manager

• Serve as a customer advocate by partnering with internal departments to ensure customer needs are understood, addressed, and aligned with business objectives
• Coordinate and drive resolution of customer concerns and escalations, particularly those involving multiple departments, while maintaining strong customer relationships
• Support and facilitate onboarding for new customers, helping ensure a seamless transition and consistent delivery of services across teams
• Identify trends, process gaps, and improvement opportunities through customer feedback
• Collaborate with stakeholders to enhance processes, policies, and overall customer success outcomes

Solutions Engineer

• Work with various departments throughout the sales and solution design process
• Work closely with prospective clients to understand their financial and operational requirements
• Demonstrate the capabilities of Sage Intacct
• Design scalable cloud ERP solutions aligned with clients’ business goals
• Help organizations modernize and optimize their financial operations

Solutions Architect, Sage Intacct

Technical Account Manager

• Serve as the primary point of contact for assigned accounts, building strong client relationships and guiding onboarding, implementation, and platform best practices
• Conduct regular check-ins and business reviews to monitor account health and drive optimization
• Partner with Support Services to troubleshoot and resolve technical issues, escalating as needed
• Identify upsell/cross-sell opportunities and support contract renewals in partnership with Sales
• Act as the voice of the customer

Sales

• Develop and present cloud computing, managed IT, cybersecurity, and infrastructure solutions to prospects and customers, demonstrating both technical and business value.
• Lead technical sales engagements, including discovery sessions, solution presentations, executive briefings, and product demonstrations.
• Collaborate with engineering and service delivery teams to scope, design, and propose solutions aligned with customer requirements and strategic objectives.
• Respond to RFPs, RFIs, and security questionnaires, providing technical expertise and developing compelling proposals.
• Build and maintain a strong sales pipeline, identify new business opportunities, and drive revenue growth through consultative selling and strategic account development.
• Represent the company at customer meetings, industry events, conferences, and trade shows.
• Serve as a strategic resource to marketing and sharpen messaging with technical insight.
• Benchmark company products against the competitive landscape to maintain a differentiated value proposition.
• Own high-visibility relationships and present to C-suite and executive audiences.

Technical Sales Executive

Team Lead

• Oversee the Support Services team
• Lead a team of IT professionals
• Manage client communications
• Drive process improvements
• Foster a positive team culture
• Uphold best practices in customer support
• Collaborate with technology professionals
• Participate in weekly tech discussions
• Contribute to service improvements
• Help shape a culture of learning, teamwork, and innovation

Customer Success Manager

Solutions Architect, Sage Intacct

Technical Account Manager

Technical Sales Executive

MSP Team Lead