Strategic Account Advisor

Integris; San Francisco (CA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401k retirement plan

PTO 4 weeks

Paid holidays

Volunteer PTO

Disability insurance

Life insurance

Supplemental insurance

EAP

Job summary

Integris is seeking a Strategic Account Advisor to serve as the primary relationship manager, delivering strategic consultative services to improve clients’ IT experience, productivity, and network security.

You will collaborate with technical teams, conduct strategic business reviews, manage risk, and drive revenue by aligning Integris solutions with client needs. This role supports a nationwide client base and emphasizes People First culture.

Qualifications

• 3–4 years in customer success or account management, IT/MSP preferred.
• Strong cross-sell and upsell instincts.
• Excellent written and verbal communication and de-escalation skills.
• Able to manage multiple tasks in a fast-paced environment.
• Accountability and ownership of client relationships.
• Understanding of computer hardware, software, and cloud concepts.

Responsibilities

• Serve as primary relationship manager for Integris' clients.
• Provide strategic consultative services to enhance IT experience, productivity, and network security.
• Facilitate Strategic Business Reviews to align technology strategy, budgets, and service delivery metrics.
• Conduct regular risk assessments to address client satisfaction and risk levels.
• Oversee all critical client communications, including project updates and VIP interactions.
• Collaborate with Integris' technical team to understand day-to-day operations and recommend adjustments.
• Promote growth of Integris' revenue by aligning products and services with client needs.
• Stay informed about market trends, competitor activities, and customer preferences to position Integris' offerings.
• Ensure clients receive accurate quotes aligned with forecasting and annual goals.
• Work with clients to maintain hardware, software, and licensing under maintenance contracts.
• Monitor and ensure proper design and implementation of client agreements to maximize margins.
• Deliver high-quality experiences through efficient support and timely issue resolution.
• Document all work and customer interactions in ConnectWise in real time.
• Meet assigned metrics and KPIs.
• Any additional duties as assigned.

Skills

Customer success

Account management

Cross-sell opportunities

Communication

De-escalation

Time management

Ownership

Networking concepts

Hardware/software knowledge

Tools

ConnectWise

Job description

Current job opportunities are posted here as they become available.

Are you ready to shape the future of IT? Join Integris, where integrity meets innovation, and people come first. At Integris, we don’t just offer jobs, we offer purpose. As a nationally recognized Best Places to Work and a leader in future-ready managed services, we’re redefining how businesses experience IT. Our mission is bold: to empower clients and employees alike through secure, strategic, and scalable technology solutions. We’re 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 you’re passionate about innovation, driven by impact, and ready to grow with a company that puts People First, you’ll find your place here.

Job Summary

The Integris Strategic Account Advisor (SAA) will serve as the primary relationship manager.The 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 client’s 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; experience
• in an IT/MSP 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.
• 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 concepts
• including cloud computing concepts.

At Integris, we value our team members and offer comprehensive benefits, including:

• Medical, Dental, and Vision Insurance
• 401K Retirement Plan
• Minimum 4 Weeks of Paid Time Off (PTO)
• Birthday PTOPaid 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 that’s 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.