Strategic Account Advisor

Posted 3 days ago

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

📋 Description

• Act as the main relationship manager for clients of Integris.

• Cultivate positive and trusting relationships with clients.

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

• Conduct Strategic Business Reviews to create, evaluate, or update technology strategies, budgets, and service delivery metrics.

• Perform regular risk assessments and manage risks related to client satisfaction.

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

• Collaborate with the technical team to understand operations, assess outputs, and suggest operational modifications.

• Drive revenue growth by aligning products and services with client requirements.

• Track market trends, competitor activities, and customer preferences.

• Ensure precise quotes that align with forecasting and yearly objectives.

• Manage client hardware, software, and licensing under maintenance and support agreements.

• Monitor client agreements, optimize agreement utilization and gross margins, and adhere to best practices.

• Ensure high-quality and efficient support for clients and end-users.

• Address issues arising from work not executed as anticipated.

• Guarantee that requests are resolved within SLA targets.

• Document and track work, customer interactions, and pertinent customer data in ConnectWise in real-time.

• Achieve assigned metrics and KPIs.

• Carry out additional duties as required.


⛳️ Requirements

• 3-4 years of experience in customer success or account management roles.

• Preferred experience in an IT/MSP environment.

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

• Capability to thrive in a fast-paced environment and switch between various tasks.

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

• Ability to maintain a positive company image to clients during challenging situations.

• Strong teamwork skills.

• Understanding and acceptance of accountability and ownership concepts.

• Keen attention to detail and effective time management skills.

• Strong customer service orientation and clear phone communication.

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

• Knowledge of computer hardware and software.

• Familiarity with common network concepts, including cloud computing.


🏝️ 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.

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