Strategic IT Accounts Leader

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

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.