Strategic Account Advisor

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Act as the main relationship manager for Integris' clients, nurturing positive and trusting partnerships.

• Deliver strategic and impactful consultative services to improve clients' IT experience, productivity, and network security.

• Organize Strategic Business Reviews with designated clients to develop, assess, or revise technology strategies, budgets, and service delivery metrics.

• Carry out regular risk assessments and oversee overall risk levels within the client success team.

• Manage essential client communications, including project updates, significant issues, and VIP interactions.

• Collaborate with the technical team to comprehend operations, analyze outcomes, and suggest operational modifications.

• Foster Integris' revenue growth by aligning products and services with the needs of clients.

• Keep an eye on market trends, competitor activities, and customer preferences.

• Ensure accurate quotes that align with forecasting and annual objectives.

• Maintain client hardware, software, and licensing under current maintenance and support contracts.

• Oversee and guarantee the proper design and execution of client agreements, adhering to best practices while maximizing agreement utilization and gross margins.

• Provide exceptional client and end-user experiences by ensuring high-quality and efficient support.

• Mitigate the impact of work not executed as anticipated.

• Ensure that requests are fulfilled within SLA targets.

• Log and monitor work, customer interactions, and relevant customer data in real-time using ConnectWise.

• Achieve assigned metrics and KPIs.

• Carry out additional responsibilities as required.

⛳️ Requirements

• 3-4 years of experience in customer success or account management roles; experience in an IT/MSP environment is preferred.

• Strong influencing skills to identify cross-sell and upsell opportunities.

• Ability to thrive in a fast-paced environment and switch between diverse tasks.

• Excellent written and verbal communication skills, customer service capabilities, and de-escalation techniques are essential.

• Capacity to maintain a positive company image to clients, even during challenging situations.

• Strong collaboration abilities.

• Comprehend and embrace the concepts of accountability and ownership.

• High attention to detail and effective time management skills.

• Strong customer service mindset and clear phone communication.

• Eagerness to learn about new technologies and concepts related to this position.

• Understanding of computer hardware and software, as well as common network concepts, including cloud computing principles.

🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• 401K Retirement Plan.

• Minimum of 4 Weeks of Paid Time Off (PTO).

• Birthday PTO.

• Paid Holidays.

• Paid Time Off for Volunteering.

• Short-Term and Long-Term Disability Insurance.

• Life Insurance.

• Supplemental Insurance.

• Employee Assistance Program.