IT Strategy Consultant (vCIO / TAM)

Pacific Office Automation; Pleasanton (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Insurance

401(k) with company match

Paid Time Off

Monthly Car Allowance

Company events and recognition trips

Job summary

A leading technology company is seeking a Technical Account Manager to manage a portfolio of clients in Pleasanton, CA. The role involves driving IT strategy, ensuring client satisfaction, and collaborating with internal teams. Candidates should have 5+ years of relevant experience and a strong understanding of cloud technologies. This is an on-site position with a competitive salary of $90,000 − $120,000 per year, depending on experience and certifications. Benefits include insurance, 401(k), and more.

Qualifications

• 5+ years of experience in Technical Account Management or related roles.
• Proven experience with IT budgeting and strategic planning.
• Strong aptitude for IT investments analysis and justification.
• Ability to translate complex technical concepts into business language.
• Deep knowledge of cloud and infrastructure technologies.

Responsibilities

• Manage an assigned portfolio of clients with proactive communication.
• Act as a trusted advisor aligning technology with business goals.
• Drive IT strategy and ensure high levels of client satisfaction.
• Collaborate with internal teams to optimize client IT environments.
• Present technical business reviews to executives.

Skills

Emotional intelligence

Strategic thinking

IT strategy development

Customer service

Analytical communication

Strong organization

Education

Bachelor’s degree in Computer Science or related field

Tools

Microsoft Windows

Microsoft 365

Azure

VMware

Cisco

Job description

Job Description

Pacific Office Automation’s Technical Account Managers (TAMs) are responsible for managing an assigned portfolio of clients and serving as both a technical and consultative resource within our Managed IT Services division. TAMs work closely with internal teams—Sales Engineers, Helpdesk, Onboarding, and Project Delivery—to ensure clients effectively leverage, maintain, and evolve their IT environments.

Our TAMs act as trusted advisors, aligning technology with business goals, driving IT strategy, and ensuring high levels of client satisfaction through proactive communication, planning, and relationship management.

Skills, Knowledge, And Expertise

Our ideal candidate demonstrates a high level of emotional intelligence (EQ) and professional maturity, enabling them to build and maintain strong client relationships. They are adept at strategic thinking, guiding business leaders through complex IT decisions, and reframing challenges into actionable solutions.

The right individual is confident presenting to executives, skilled in IT strategy development, and capable of bridging the gap between technical requirements and business outcomes.

Qualifications Required

• 5+ years of experience in one or more of the following roles: Technical Account Management, vCIO, IT Director, or Senior IT Consultant
• Proven experience with IT budgeting, strategic planning, and technology roadmap development
• Experience presenting to C-level executives and conducting Technical Business Reviews (TBRs)
• Strong understanding of ROI analysis and cost-benefit justification for IT investments
• Ability to translate complex technical concepts into business language
• Deep knowledge of cloud and infrastructure technologies, including modern network, security, and collaboration platforms
• Strong aptitude for customer service and client retention
• Excellent verbal, written, and analytical communication skills
• Highly organized with the ability to manage multiple priorities effectively
• Ability to remain composed and focused under pressure while managing client escalations
• Collaborative mindset with the ability to work cross-functionally with technical and non-technical teams

Qualifications Preferred

• Bachelor’s degree in Computer Science, Information Systems, Business, or a related field (or equivalent experience)
• MSP experience strongly preferred
• Familiarity with governance, risk, and compliance (GRC) frameworks such as HIPAA, PCI, or CMMC
• Working knowledge of CIS Controls, NIST, or other cybersecurity frameworks
• Relevant technical certifications such as Security+, Network+, or Cloud credentials (Azure, Microsoft 365)

Technologies

• Microsoft Windows and macOS environments
• Microsoft Windows Server / Active Directory
• Microsoft 365 / Azure / Google Workspace
• Microsoft SQL / Exchange Online
• WatchGuard, SonicWall, Cisco, or similar firewall platforms
• Remote Access: VPN, RDS
• Virtualization: VMware, Microsoft Hyper‑V
• Wireless: Aruba, WatchGuard, Meraki
• Endpoint Security, EDR, and Cloud Backup solutions, SIEM

Additional Information

Location: On‑site position based in Pleasanton, CA (Some travel throughout CA and NV). Compensation: $90,000 − $120,000 per year OTE, depending on experience and certifications.

Benefits

• Medical, Dental, Vision, and Life Insurance
• 401(k) with company match
• Paid Time Off (Vacation, Sick Leave, Holidays)
• Monthly Car Allowance
• FSA/HSA Programs
• Company events, recognition trips, and a collaborative team environment

Commitment to Diversity and Inclusion

Pacific Office Automation is proud to be an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, gender, sexual orientation, gender expression or identity, age, religion, veteran status, or any other characteristic protected by law. We celebrate our employees’ differences because we know that diversity makes us stronger.

Company Overview

Pacific Office Automation is the largest independently‑owned document imaging and technology dealers in the nation. Since 1976, we have grown to over thirty branches located in ten western states: OR, WA, CA, AZ, NM, NV, UT, ID, CO, & TX. With over 40 years of success in office equipment and technology sales/service, our growth and reputation have afforded us great relationships with top manufacturers such as Canon, Sharp, Konica Minolta, HP, Ricoh, Lexmark, and many more.

At Pacific Office Automation, you will find an amazing technology company full of growth opportunities, great benefits, and passionate coworkers who aim to help you succeed. Among our company goals, we aim to be a long‑term employer. That means providing employees with the training and certification they need to keep up with the fast‑changing technology of our office machines, devices, and software. At POA, we believe that all voices can and should be heard, regardless of seniority or tenure.