Strategic Account Advisor

Integris; Phoenix (AZ); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Medical

Dental

Vision Insurance

401K Retirement Plan

Minimum 4 Weeks of Paid Time Off

PTO Birthday

PTO Paid Holidays

Paid Time Off for Volunteering

Short Term Disability Insurance

Long Term Disability Insurance

Life Insurance

Supplemental Insurance

Employee Assistance Program

Job summary

Integris is seeking a Strategic Account Advisor to serve as the primary relationship manager for clients, delivering strategic consultative services focused on IT experience, productivity, and security. You will work with the technical team to analyze client solutions and recommend adjustments for optimal service delivery.

You will conduct strategic business reviews, manage risk, ensure clear communication, and align products and services with client needs while driving revenue and maintaining

Qualifications

• 3–4 years of experience in customer success or account management in an ITMSP environment preferred.
• Proven ability to identify cross-sell and upsell opportunities.
• Excellent written and verbal interpersonal communication skills.
• Strong collaboration and accountability in fast-paced settings.
• Understanding of computer hardware, software, and cloud concepts.

Responsibilities

• Serve as the primary relationship manager for Integris clients, fostering positive and trusting relationships.
• Provide strategic consultative services to enhance client IT experience, productivity, and network security.
• Lead Strategic Business Reviews with clients to align technology strategy, budgets, and service metrics.
• Conduct regular risk assessments and address client satisfaction issues.
• Oversee client communications, project updates, and VIP interactions.
• Collaborate with Integris technical team to analyze operations and optimize delivery.
• Promote growth by recommending products and services that meet client needs.
• Stay informed about market trends to position Integris offerings effectively.
• Ensure accurate quotes align with forecasting and annual goals.
• Manage hardware, software, and licensing within maintenance contracts; document all activities in ConnectWise.
• Meet assigned KPIs and SLA targets; handle escalations as needed.

Skills

Customer success

Account management

Cross-sell opportunities

Upsell opportunities

Relationship management

Communication

Collaboration

De-escalation

Time management

Client advocacy

Job description

Are you ready to shape the future of IT Join Integris where integrity meets innovation and people come first At Integris we dont just offer jobs we offer purpose As a nationally recognized Best Places to Work and a leader in future ready managed services were redefining how businesses experience IT Our mission is bold to empower clients and employees alike through secure strategic and scalable technology solutions Were looking for talent that thrives in a culture of clarity trust and relentless execution individuals who believe that IT is not just support but a strategic advantage If youre passionate about innovation driven by impact and ready to grow with a company that puts People First youll find your place here

Job Summary

The Integris Strategic Account Advisor SAA will serve as the primary relationship managerThe SAA is responsible for cultivating and sustaining positive and trusting relationships withour clients providing strategic consultative services aimed at enhancing our clients ITexperience productivity and network security Collaborating seamlessly with our technicalteam the SAA will contribute to the analysis of the clients technical solutions andrecommend adjustments for optimal service delivery

Job Responsibilities

• Serve as the primary relationship manager for Integris clients fostering positive andtrusting relationships
• Provide strategic and impactful consultative services to enhance clients IT experience productivity and network security; collaborate with other team members as needed
• Facilitate Strategic Business Reviews SBRs with assigned clients to develop review orupdate technology strategy budgets and service delivery metrics
• Conduct regular risk assessments to anticipate and address client satisfaction issues managing overall risk levels within the client success team
• Oversee all critical client communications including project updates handling majorissues and providing VIP interactions
• Collaborate with Integris technical team to understand day to day operations analyzeoutput and make recommendations for operational adjustments
• Promote growth of Integris revenue by making recommendations that align productsand services with client needs
• Stay informed about market trends competitor activities and customer preferences to strategically position Integris products or services
• Ensure clients receive accurate quotes aligned with forecasting and annual goals
• Work with clients to maintain hardware software and licensing under currentmaintenance and support contracts
• Monitor and ensure proper design and implementation of client agreements adheringto Integris best practices and maximizing agreement utilization and gross margins
• Deliver exceptional experiences to clients and end users by verifying high quality andefficient support
• Understand and remediate the impact of work that has not been executed as expected
• Ensure requests are addressed within SLA target
• Ensure all work customer interactions and relevant customer data is documented andtracked in real time in ConnectWise
• Meet assigned metrics and KPIs
• Any additional duties as assigned

Job Qualifications

• 3 4 years of experience in customer success or account management roles; experiencein an ITMSP environment preferred
• Influential skills to identify cross sell and upsell opportunities
• Ability to perform in a fast paced environment and pivot between differing tasks
• Excellent written and verbal interpersonal communication customer service skills andde escalation skills required
• Ability to promote a positive company image to clients even during moments of tension
• Strong collaboration skills
• Understand and embrace accountability and ownership concepts
• Attention to detail and time management skills
• Strong customer service mentality and clear phone diction
• Willing to learn recent technologies and concepts related to this role
• Understanding of computer hardware and software and common network conceptsincluding cloud computing concepts

Benefits

• Medical
• Dental
• Vision Insurance
• 401K Retirement Plan
• Minimum 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

Join us in transforming IT services for small and midsize businesses across regulated industries Be part of a team thats scaling nationally investing in vertical expertise and building for better

Integris is an equal opportunity employer committed to diversity and inclusion All qualified applicants will receive consideration for employment without regard to race color religion national origin gender pregnancy sexual orientation gender identity age familial status disability genetic information or any other protected class under applicable federal state and local laws