Strategic IT Account Manager

Integris; California (MO); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401K Retirement Plan

Minimum 4 Weeks of PTO

Birthday PTO

PTO for Volunteering

Short-Term and Long-Term Disability

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 to enhance IT experience, productivity, and network security.

You will collaborate with the technical team to analyze outputs, conduct Strategic Business Reviews, manage risk, and provide VIP communications while aligning services with client needs and budgets.

Qualifications

• 3-4 years in customer success or account management.
• Experience in IT/MSP environment preferred.
• Strong cross-sell and upsell ability.
• Excellent written and verbal communication.
• Strong de-escalation skills.
• Customer-focused and detail-oriented.

Responsibilities

• Serve as the primary relationship manager for Integris' clients.
• Provide strategic and impactful consultative services to enhance IT experience, productivity, and network security; collaborate with other team members as needed.
• Facilitate Strategic Business Reviews (SBRs) with assigned clients to develop, review, or update technology strategy, budgets, and service delivery metrics.
• Conduct regular risk assessments to address client satisfaction and manage risk within the client success team.
• Oversee all critical client communications, including project updates, major issues, and VIP interactions.
• Collaborate with the technical team to understand day-to-day operations and make recommendations for adjustments.
• Promote growth of Integris' revenue by aligning products and services with client needs.
• Stay informed about market trends and customer preferences to position Integris' offerings.
• Ensure clients receive accurate quotes aligned with forecasting and goals.
• Work with clients to maintain hardware, software, and licensing under current contracts.
• Document all client interactions in ConnectWise and meet assigned KPIs.

Skills

Relationship management

Upselling opportunities

Interpersonal communication

Customer service

De-escalation

Time management

Attention to detail

Phone etiquette

Willing to learn

Networking concepts

Tools

ConnectWise

Job description

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

You will collaborate with the technical team to analyze outputs, conduct Strategic Business Reviews, manage risk, and provide VIP communications while aligning services with client needs and budgets.