Job Description
About Us:
The company delivers a unique result for its clients. We help clients experience increased productivity, improved IT satisfaction, predictable IT budgets, and enhanced business agility while reducing downtime, lost revenue, and overall business risk. Our application of technology standards, proven processes, and growth-minded people are key components to that result.
Role Overview:
The vCIO is positioned to engage with our clients at an executive level, connecting with the key decision maker for long-term technology planning. Successful service, productive solutions, reliable experience, and confidence in technology investment require long-term planning that the vCIO builds with that executive decision maker.
Key Responsibilities:
Client Relationship Responsibility:
- Maintain a relationship with the decision-making executive-level contact at each client assigned.
- Develop an understanding of each client’s business goals, needs, challenges, and interests, including any compliance or regulatory requirements related to technology use. Act as the client advocate internally within the company’s Information Technologies to prioritize and act in a way that benefits the client.
- Serve as a trusted advisor and consultant to the client regarding adopting our technology solutions that align with their business, and support technology investment which advances the needs of both the company’s Information Technologies and the client.
- Lead the contract renewal process for each client assigned and look for opportunities to grow our service scope with those clients.
- Clearly explain risks and liabilities to clients about their technology state and decisions, and if appropriate, document the client’s decisions to manage the company’s Information Technologies’ risk and liability.
- Respond to client communications within the vCIO scope, connect the client with a more appropriate resource if needed, and advise the client of an expected timeline or future meeting to address their needs.
Client Road Mapping/Budgeting Responsibility:
- Gather or review feedback, audit outcomes, evaluations, alignment with standards and best practices, and other relevant data associated with the client to understand their current state.
- Develop and progress the technology roadmap and IT budget for each client assigned.
- Review the roadmap with the client, develop or recommend the IT budget, and guide solutions selection that improves alignment with the company’s Information Technologies’ preferred solutions.
- Support prioritization, management, forecasting, renewal, and delivery of the company’s Information Technologies solutions to assigned clients, as well as educating clients on those solutions.
- Assist in onboarding new clients, helping to set expectations and build relationships with key decision-makers.
Client Meeting Responsibility:
- Schedule and prepare client-facing meetings for each client assigned, based on a cadence set by the company’s Information Technologies.
- Understand and provide the business need and business outcome aspects required for the internal process to scope, estimate, and present solutions for the client.
- Conduct these meetings to drive alignment to our standards, report on roadmap and progress, outline next steps, and get client approval on them.
- Help clients understand how further alignment with our solutions can improve their business outcomes.
Technology Awareness Responsibility:
- Understand the company’s Information Technologies’ solutions and standards, the client’s adherence or needs relating to those standards, and use the appropriate internal platforms to drive ongoing alignment.
- Identify areas where new technology solutions are needed by clients or capture where other internal teams identify that need.
- Maintain awareness and understanding of client industries sufficient to provide sound guidance on technology investment options.
Additional Responsibilities:
- Maintain accurate documentation in internal systems.
- Support a clear understanding of roles and responsibilities internally and with clients.
- Complete administrative tasks such as timesheets and attend required training and team meetings.
- Support relationships with clients and third-party providers, and collaborate with internal teams to deliver exceptional service.
- Be flexible with travel and special events as needed.
- Act as an intermediary and trusted advisor between company operations and clients.
Skills, Knowledge & Expertise:
- Business Analysis: Ability to assess and understand client business goals, needs, and perceptions to create effective solutions.
- Data Analysis: Experience in analyzing performance metrics and identifying long-term issues or trends.
- Relationship Building: Proven ability to manage and build relationships through proactive communication.
- Collaboration: Network across the organization to pull in resources and address client needs.
- Consultative Selling: Demonstrate the ability to recommend additional IT products and services based on client needs.
- Strong organizational, time management, presentation, and customer service skills.
- Experience: 10+ years of business experience, with preference for Technical Account Manager or managed services provider experience.
- Education: Bachelor’s degree or equivalent experience; relevant certifications (ITIL, Microsoft MCP, etc.) are an asset.
Additional Information:
- Travel Requirements: Must have a valid driver’s license, reliable transportation, and be able to travel overnight and occasionally on weekends.
- Background Checks: Applicant must pass criminal and DMV background checks and meet Criminal Justice Information Systems (CJIS) requirements post-employment.
- Benefits: Robust benefits, visit the company’s career page on our website.