vCIO

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

Description

About us

At CIO Solutions, we’re passionate about delivering friendly, reliable managed services that help our clients navigate the complex demands of business technology. Our mission is to empower businesses with technology services that simplify operations, strengthen security, and enhance productivity—backed by lasting partnerships built on collaboration, strategy, and genuine human connection. For over 40 years, we’ve been the trusted partner for hundreds of local organizations, from law firms to manufacturers, boosting productivity and minimizing disruptions so they can focus on their goals. Our team works out of offices located in Santa Barbara, San Luis Obispo, and Fresno, CA.

About you

We love great candidates with technical chops, but we know there is more to a great fit than that. The people who thrive here share something bigger: a passion for relationships, growth, and making a difference. Do you truly enjoy putting a smile on a client’s face? Bring a collaborative attitude to every interaction? Face challenges with tenacity and a proactive, “can-do” mindset? If the answer is, “yes”, “yes” and “yes!” then we would like to hear from you.

About the job

The vCIO is responsible for serving as the primary relationship owner for assigned clients, fostering strong executive-level partnerships, and ensuring alignment between each client’s business objectives and CIO Solutions’ supported technology stack. This role requires a combination of strategic thinking, technical aptitude, relationship management, and business acumen to guide clients through their technology lifecycle and support their long-term success.

The vCIO proactively identifies and clarifies client business needs, technology requirements, and strategic objectives, translating them into actionable plans and communicating them effectively to internal cross-functional teams. The vCIO monitors client progress against established strategic goals, technology roadmaps, and performance benchmarks, providing ongoing guidance and recommendations to ensure technology investments align with business priorities. This role works out of the San Luis Obispo, CA office. Note, this role requires in‑office attendance.

Compensation Package Includes

• Competitive Salary
• Bonus structure
• PTO/sick time
• Health insurance
• Dental and vision reimbursement program
• FSA
• 401k retirement account
• Disability and life insurance

Requirements

Essential Duties and Responsibilities

• Work with active customers to develop a deep understanding of their needs and translate those needs into technology plans and projects that satisfy their demands.
• Quarterly and/or Annual client check-ins/meetings to assess on-going client technology needs and technology lifecycle enhancements. Note, travel to client sites as requested by the client and/or CIO Solutions, is required
• Evaluate and generate multi-year technology roadmaps to assist client in strategic and budgetary planning.
• Establish and build trust relationship for long-term client retention.
• Cross-selling and up-selling services and solutions to existing accounts.
• Scope, quote and present projects solutions that align to client IT needs.
• Role requires technical knowledge and understanding of the solutions and ability to discuss and explain complex concepts to both technical and non-technical contacts.
• Effectively communicate features and benefits of solutions and manage expectations throughout the lifecycle of the account.
• Manage the complexity of service proposals, contracts, lease agreements and service level agreements.
• Perform sales procedures through activities and opportunities in ConnectWise and remain compliant with defined policies and procedures.
• Achieve and maintain a positive rapport with clients and work to give them the best possible service.

Additional Duties and Responsibilities

• Attend weekly departmental meetings and update metrics for sales opportunities.
• Develop in-depth knowledge of the service catalog and how it relates to customer’s needs.
• Document internal processes and procedures related to duties and responsibilities.
• Responsible for entering time and expenses in Paylocity, Expensify and ConnectWise as needed.
• Understand processes in all internal systems and complete required training materials.
• Track all sales activities and report these activities to management.
• Provide timely guidance and assistance to other departments in service of overall client retention and satisfaction.
• Assist with internal special projects as needed.