Strategic vCIO: Client Tech Roadmaps & Partnerships

CIO Solutions LP; San Luis Obispo (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive Salary

Bonus structure

PTO/sick time

Health insurance

401k retirement plan

Disability and life insurance

Job summary

CIO Solutions LP is seeking a vCIO to serve as the primary relationship owner for our clients, guiding executive partnerships and aligning technology with business objectives. You will translate client needs into strategic technology roadmaps and drive ongoing guidance to ensure investments match priorities.

Based in the San Luis Obispo, CA office with in-office attendance required, you will monitor progress, collaborate with cross-functional teams, and support multi-year roadmaps while

Qualifications

• Proven ability to manage executive-level client relationships and translate business needs into technology plans.
• Strong strategic thinking to guide clients through technology lifecycles.
• Excellent communication and business acumen with cross-functional teams.

Responsibilities

• Act as primary relationship owner for assigned clients and align technology with business goals.
• Clarify client business needs, translate into actionable tech plans, and communicate with internal teams.
• Monitor progress against strategic goals and roadmaps; provide guidance for technology investments.
• Schedule and conduct quarterly/annual client check-ins to assess tech lifecycle and needs.
• Cross-sell and up-sell services to existing accounts and present project solutions.
• Manage proposals, contracts, leases, and SLAs with clarity and professionalism.
• Document processes and track sales activities in ConnectWise; ensure policy compliance.
• Attend weekly meetings and contribute to service catalog knowledge and internal processes.

Skills

Strategic thinking

Relationship management

Communication

Business acumen

Tools

ConnectWise

Paylocity

Expensify

Job description

CIO Solutions LP is seeking a vCIO to serve as the primary relationship owner for our clients, guiding executive partnerships and aligning technology with business objectives. You will translate client needs into strategic technology roadmaps and drive ongoing guidance to ensure investments match priorities.

Based in the San Luis Obispo, CA office with in-office attendance required, you will monitor progress, collaborate with cross-functional teams, and support multi-year roadmaps while