Client Technology Manager in Edinburgh

Commercially minded, relationship‑led manager to join our Business Development team.

Key Focus Areas

• Building trusted client relationships
• Spotting opportunities and helping clients gain value from technology
• Learning about new technology and artificial intelligence
• Working across a growing business

This role combines:

• Client relationship management
• Proposals and quotations
• Monthly billing
• Day‑to‑day coordination with the wider team

You do not need to be an engineer.

What You Need

• Confident with technology and Microsoft 365
• Quick to learn new systems
• Organised and commercially aware
• Strong people skills

Key Responsibilities

Client Relationships

• Manage a portfolio of clients and build strong, trusted relationships
• Serve as the key contact for commercial and account management matters
• Run regular technology review meetings over Teams and in person
• Maintain proactive, regular client contact
• Ensure clients feel looked after, listened to, and well‑advised
• Support client retention through responsive account management
• Facilitate smooth onboarding and off‑boarding
• Handle concerns professionally and collaborate with the wider team to resolve them

Growth and Opportunities

• Support growth plans with the Business Development Director
• Identify upsell and cross‑sell opportunities across services
• Explore ways to add value through projects, consultancy, communications, and strategic support
• Support sales of technology, cyber security, telephony, and connectivity services
• Discuss solutions such as Microsoft Teams Phone, business broadband, and related services
• Build and present quotations and proposals
• Progress opportunities from initial conversation through approval and handover
• Create and manage sales opportunities and quotations in AutoTask and internal systems
• Manage the monthly billing process for the client portfolio
• Manage the annual Microsoft subscription renewal process
• Keep client records, pipeline information, and actions up to date
• Maintain clear notes from meetings, approvals, and next steps
• Communicate clearly with clients about services, renewals, project work, and commercial matters

Teamworking

• Collaborate closely with the wider team for joined‑up client support
• Support clear handover and communication across the client journey
• Contribute to weekly business meetings
• Support events, campaigns, partnerships, and sector activity where relevant

What We Are Looking For

• Experience in account management, business development, client success, sales support, or a similar client‑facing commercial role
• Strong written and verbal communication skills
• Natural ability to build trust and good working relationships
• Strong organisation and reliable follow‑through
• Confidence using the Microsoft 365 suite
• Ability to learn new software systems quickly
• Interest in technology and artificial intelligence
• Understanding of how technology supports business operations
• Positive, professional, and proactive approach
• Full UK driving licence and willingness to travel to client sites when required

Preferred

• Experience in managed IT services, technology services, consultancy, or another B2B service environment
• Experience running client review meetings
• Awareness of cyber security and resilience good practice
• Experience using AutoTask or a similar customer or service management system
• Experience producing quotations, proposals, or account plans
• National Cyber Security Centre Cyber Advisor qualification preferred but not essential
• Entry‑level Microsoft qualifications in modern work, Azure, and security preferred
• Degree level education or equivalent professional experience preferred but not essential

Microsoft Qualifications We Would Value

• Microsoft Security, Compliance, and Identity Fundamentals
• Practical understanding of Microsoft 365, cloud services, security, communications, and emerging artificial intelligence capabilities

Success Looks Like

• Clients feel genuinely looked after and well‑advised
• Relationships are strong and trusted
• Review meetings are useful and well‑prepared
• Opportunities are identified and progressed consistently
• Quotations, billing, and renewals are accurate and timely
• The wider team finds you collaborative, organised, and easy to work with
• You contribute meaningfully to the company’s growth and to the success of our clients

What We Offer

• Starting salary £34,000 – £36,000, depending on experience
• Company pension
• Private medical insurance
• Company events
• Referral programme
• Monthly one‑to‑ones with the Business Development Director
• Ongoing training and development
• Supportive team environment where people are trusted, developed, and encouraged to contribute
• Opportunity to grow in an ambitious, values‑led business
• Potential to move to a hybrid working pattern after success in the role

Inclusion Statement

We welcome applications from people with a range of backgrounds and experiences. We know that confidence gaps can stop strong candidates applying, especially in technology‑related roles, so if this opportunity feels like a good fit for your strengths, we encourage you to apply. Capability, approach, curiosity, and how you build relationships, support clients, and bring love to the way you work matter most to us.