Strategic IT Account Partner

Integris; Costa Mesa (CA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401K Retirement Plan

4 Weeks PTO

Birthday PTO / Paid Holidays

Volunteer Time Off

Short-Term Disability Insurance

Long-Term Disability Insurance

Life Insurance

Employee Assistance Program

Job summary

Integris is seeking a Strategic Account Advisor in the Costa Mesa, CA area to manage client relationships and deliver strategic IT advisory services. You will work closely with the technical team to analyze solutions, recommend adjustments, and ensure high levels of client satisfaction.

You will lead client reviews, manage communications, and identify upsell opportunities while contributing to revenue growth. Emphasis on reliability, trust, and a client-first mindset.

Qualifications

• 3–4 years of experience in customer success or account management (IT/MSP preferred).
• Ability to identify cross-sell and upsell opportunities.
• Able to perform in a fast-paced environment and pivot between tasks.
• Excellent written and verbal interpersonal communication and de-escalation skills.
• Promotes a positive company image to clients, with accountability and ownership.
• Understanding of computer hardware, software, and network concepts including cloud computing.

Responsibilities

• Serve as the primary relationship manager for Integris' clients and cultivate trust.
• Provide strategic, consultative services to improve clients' IT experience and security; collaborate with the team.
• Lead Strategic Business Reviews to align technology strategy with budgets and metrics.
• Perform regular risk assessments and manage client satisfaction within the success team.
• Oversee critical client communications, including project updates and VIP interactions.
• Collaborate with the technical team to analyze outputs and optimize service delivery.
• Identify opportunities to grow Integris' revenue by aligning offerings with client needs.

Skills

Relationship management

Cross-functional collaboration

Strategic advisory

Communication skills

De-escalation

Tools

ConnectWise

Job description

Integris is seeking a Strategic Account Advisor in the Costa Mesa, CA area to manage client relationships and deliver strategic IT advisory services. You will work closely with the technical team to analyze solutions, recommend adjustments, and ensure high levels of client satisfaction.

You will lead client reviews, manage communications, and identify upsell opportunities while contributing to revenue growth. Emphasis on reliability, trust, and a client-first mindset.