Director of Client Strategy

Bellwether Technology; New Orleans (LA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Mileage reimbursement

Certification reimbursement and  prof.

Job summary

Bellwether Technology in New Orleans is seeking a Director of Client Strategy to lead how we plan with clients. Reporting to the President, you’ll guide account executives and vCIOs, shaping a single approach to client strategy and bringing new AI offerings from idea to client conversation.

You’ll work with owners and executives to translate business needs into practical technology roadmaps, drive cross-functional collaboration with engineering and R&D, and finish opportunities to market while

Qualifications

• Experience in leading client-facing teams (account executives, vCIOs) and translating client needs into strategic plans.
• Proven ability to drive cross-functional collaboration and successful AI-related initiatives.
• Strong written and verbal communication; comfortable with executive-level and board conversations.
• Demonstrated ability to grow client relationships and take offerings to market.

Responsibilities

• Lead and coach account executives and technical advisors with KPI-focused planning and strategy.
• Build a single, consistent approach to client planning and engagement.
• Review client accounts, identify gaps and opportunities, and make recommendations.
• Lead strategic planning conversations with client owners, executives, and boards.
• Take new offerings to market: positioning, messaging, pricing, rollout to team and clients.
• Champion AI with clients, aligning AI initiatives with client roadmaps.

Skills

Account management

People management

Executive conversations

Strategic planning

Communication skills

Job description

The Opportunity

Bellwether is looking for a Director of Client Strategy to lead how we plan with our clients. Reporting directly to our President, you’ll lead our account executives and technical advisors (vCIOs), build one consistent approach to client strategy, and take new offerings, especially around AI, from good idea to real client conversations. This is a new role, and you’ll have a real hand in shaping it.

Your Daily Impact

You’ll sit down with owners, CFOs, and COOs to talk through where their business is headed and what technology it needs. You’ll review accounts alongside our account executives, spot gaps and opportunities, and shape recommendations. You’ll work with our solutions engineering, R&D, and AI teams so every recommendation is technically sound, and you’ll champion AI with our clients. When our leadership team has an offering that’s 85% there, you’ll be the one who finishes it and brings it to market.

Measuring Your Success

Success means our clients get the same strong strategic guidance no matter which account executive or technical advisor they work with. New offerings make it from idea to client conversations instead of sitting on a shelf. Clients see the value we bring, rely on us for strategic advice, and have no reason to look elsewhere. Your team hits clear KPIs, and project work grows from the plans you help build.

The Ideal Candidate

You understand the problems small and midsized businesses face and can translate them into practical technology plans. We care more about your grasp of the client’s perspective than your depth in our technology; we’ll teach you our stack. You’ve managed people before, you’re comfortable in a boardroom, and you’d rather grow existing client relationships than chase cold leads. You’re detail-oriented and a finisher, and you follow how businesses are putting AI to work.

Growth Opportunities

This is a new leadership role at a growing company. As Bellwether grows, so will this function. You’ll help shape our client strategy team, the offerings we bring to market, and how we guide clients for years to come.

Why Join Bellwether Technology

Bellwether is a family-owned IT managed service provider headquartered in New Orleans, with offices in Baton Rouge and Charlotte. For 46 years we’ve provided IT support and strategy to small and midsized businesses across the South. Our employee-centric culture has earned us recognition as a Times-Picayune Top Workplace every year since 2019, an honor voted on by our employees.

Key Responsibilities

• Lead and coach our account executives and technical advisors, with clear KPIs focused on planning and strategy
• Build one consistent approach to how Bellwether plans with clients
• Review client accounts, identify gaps and opportunities, and make recommendations alongside the account executive; carry a small number of accounts directly where it makes sense
• Lead strategic planning conversations with client owners, executives, and boards
• Take new offerings to market: positioning, one-pagers, talking points, pricing, and rollout to our team and clients
• Champion AI with our clients, working with our AI and technical teams on where AI fits each client’s business and technology roadmap
• Partner with our solutions engineering and R&D team to ground recommendations in what’s technically sound

Desired Qualifications

• Experience as an account executive, technical advisor or vCIO, IT consultant, or in a similar client-facing role at an MSP or technology firm
• Experience managing people or leading a team
• Strong understanding of the business challenges small and midsized businesses face
• Comfort leading executive-level and board conversations
• Detail-oriented, with a record of taking initiatives from idea to done
• Strong written and verbal communication skills

Beneficial Knowledge

• Working knowledge of managed IT, cybersecurity, and cloud concepts
• An engineering background (a plus, not a requirement)
• Familiarity with how businesses are adopting AI
• Knowledge of the New Orleans and Gulf Coast business community

Compensation & Benefits

• Competitive salary (no commission; we want your advice driven by what’s right for the client)
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Mileage reimbursement
• Certification reimbursement and professional development

Additional Informatio

This position requires travel to and from client sites. Candidates must be legally authorized to work in the United States at the time of application and throughout the duration of employment. Sponsorship is not available for this position.

Bellwether is an Equal Opportunity Employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.