IT Strategy Consultant (CSM)

Endsight

Napa (CA)

Hybrid

USD 90,000 - 125,000

Full time

10 days ago

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Benefits offered by this job

Medical: Company pays 100% of base for
Dental & Vision
401(k) with employer matching
Accrued Paid Time Off
9 Paid Holidays
Career Pathing

Job summary

Endsight is seeking a Client Strategy Manager (CSM) in Napa, CA for a hybrid role requiring proximity to the office and client bases. You will manage an assigned client portfolio, acting as both technical advisor and trusted partner, guiding IT solutions, budgeting, roadmaps, and executive communications.

You’ll collaborate with multiple Endsight teams to ensure exceptional client experiences, focusing on strong relationships, service excellence, and proactive support across cloud,

Qualifications

  • 2 years of experience in Technical Account Management or IT consulting/IT leadership roles
  • Experience with IT budgeting and technology roadmap development
  • Experience in presenting to C-level executives
  • Experience with ROI analysis; ability to translate technical concepts into business terms
  • Strong knowledge of Cloud and Infrastructure technologies
  • Strong aptitude for Customer Service
  • Excellent analytical, verbal, and written communication skills
  • Ability to adapt quickly to new technologies and changing business requirements
  • Able and willing to collaborate as part of a team
  • Respond to emergency situations effectively, maintaining poise and focus
  • Ability to organize and manage multiple priorities

Responsibilities

  • Oversee an assigned portfolio of clients and serve as a technical and consultative resource.
  • Collaborate with Endsight departments to support clients in utilizing, maintaining, and implementing IT solutions.
  • Prioritize client satisfaction by thoroughly understanding and addressing IT needs, fostering strong professional relationships.
  • Manage accounts with efficiency and professionalism, ensuring engagement and success.

Skills

Emotional intelligence (EQ)
Customer service
Analytical ability
Verbal and written communication
Adaptability
Multi-tasking / prioritization
Team collaboration
Emergency response
Cloud and infrastructure knowledge

Education

Bachelor's degree or equivalent experience

Tools

Windows & Mac
Windows Server/Active Directory
Office 365 / G Suite
SQL
Exchange
Security appliances (Sophos, SonicWall, Cisco)
Remote access: RDS, Citrix, VPN
Virtualization: VMware / Hyper-V
Networking: Ruckus / Unifi / Meraki

Job description

Client Strategy Manager (CSM)

Department: Client Strategy

Employment Type: Full Time

Location: Napa

Compensation: $90,000 - $125,000 / year

Description

Location | Napa, CA (Hybrid, must reside within 35 miles)

This role is hybrid, so you won’t be commuting into the office every day. That said, our clients love seeing a familiar face, so you’ll head onsite for client visits and meetings as needed. Because of that, we’re looking for someone who lives within 35 miles of Napa, CA.

Want to be a part of a fast-paced growing MSP that is fiercely committed to helping others thrive?

A career with an IT Managed Service Provider (MSP) is a challenging thing, but also extremely rewarding! It’s fast-paced, like drinking from a firehose, but this gives you a tremendous opportunity for hands‑on experience with the newest platforms and a range of unique environments. At all times we have each other’s backs and want you to succeed and thrive. We know our most important assets are PEOPLE like you, and we’re looking forward to having you meet our team! Life at Endsight is about finding fulfillment for ourselves by fiercely committing to helping others thrive. We work for our clients and our colleagues with an ambition to pursue "excellent customer experiences at EVERY opportunity." Our vision is to be a lot like a great university - a place where employees come, make lifelong connections with other incredible people and go through intense personal and professional growth; a place where the best people in the industry come to be treated with respect and are given the opportunity to do meaningful work.

Benefits:

  • Medical: Company pays 100% of the base plan for the employee and family
  • Dental & Vision
  • 401(k) with employer matching
  • Accrued Paid Time Off
  • 9 Paid Holidays
  • Career Pathing
Purpose

Endsight's Client Strategy Managers (CSMs) are responsible for overseeing an assigned portfolio of clients, serving as both a technical and consultative resource. They collaborate with various departments within Endsight to support clients in utilizing, maintaining, and implementing IT solutions. CSMs prioritize client satisfaction by thoroughly understanding and addressing IT needs, fostering strong professional relationships, and managing accounts with efficiency and effectiveness.

Skills, Knowledge and Expertise

Our ideal candidate possesses a high-level of emotional intelligence (EQ), enabling them to build strong and lasting client relationships. They excel in overcoming objections and have the ability to reframe situations as needed to achieve positive outcomes with clients. Additionally, they should have strong knowledge of cloud and infrastructure technologies to effectively guide clients in leveraging these solutions.

Qualifications Required:

  • 2 years of experience in any of the following roles: Technical Account Management, High- level of IT Consulting, vCIO, IT Director or IT Management experience
  • Experience with IT budgeting and technology roadmap development
  • Experience in presenting to C-level executives
  • Experience with ROI analysisAbility to translate technical concepts into business terms
  • Strong knowledge of Cloud and Infrastructure technologies
  • Strong aptitude for Customer Service
  • Excellent analytical, verbal, and written communication skills
  • Ability to adapt quickly to new technologies and changing business requirements
  • Able and willing to collaborate as part of a team in various roles
  • Respond to emergency situations effectively, maintaining poise and focus
  • Ability to organize and manage multiple priorities
  • LOCATION: This is a hybrid role, the ideal candidate will live within commutable proximity of our Napa Office and assigned client base, requiring a blend of in-office presence, onsite client meetings, and remote check-ins to ensure comprehensive support and engagement.

Qualifications Preferred:

  • Bachelor's degree (in a related field) or equivalent experience
  • Previous MSP experience is strongly preferred
  • Prior experience with GRC (HIPAA, PCI, CMMC, etc) desirable
  • Knowledge of CIS, NIST or other security frameworks helpful
You will be working with the following technologies on a daily basis:
  • Microsoft Windows and Mac
  • Microsoft Windows Server/Active Directory
  • Office 365 / G Suite
  • Microsoft SQL
  • Microsoft Exchange
  • Sophos, SonicWALL, Cisco
  • Remote Access: RDS, Citrix, VPN
  • Virtualization: VMware, Microsoft Hyper-V
  • Wireless: Ruckus, Unifi, Meraki
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