Client Strategy
$100k - $140kVelocity Technologies
- vCIOThe vCIO leads strategic client conversations, QBRs, lifecycle planning, budget guidance, risk prioritization, and standards alignment between technical teams and business leaders.Apply for this role Back to careersSalary: $100k-$140kLocation: Phoenix/East Valley, AZWork mode: HybridEmployment: Full-timeSeniority: SeniorReports to: Founder / Leadership TeamPosted: 2026-05-21Role scope## What this role owns.Turn support history, lifecycle risk, security priorities, and budget tradeoffs into practical client roadmaps.Velocity work is grounded in local managed IT delivery: Microsoft 365, Active Directory, Entra ID, Intune, SonicWall/Fortinet/Ubiquiti, backups/DR, QBRs, ticket queues, onboarding, standards alignment, and white-glove support for Phoenix and East Valley businesses.## Responsibilities* Lead QBRs and roadmap meetings for managed services clients.* Translate ticket trends, security gaps, backup posture, licensing, and lifecycle needs into prioritized recommendations.* Partner with engineering, account management, and projects to keep client standards aligned.* Prepare budget ranges, sequencing, business impact, and decision-ready summaries for client leaders.* Identify retention risk, service gaps, and strategic opportunities before they become client frustration.## Must-have qualifications* Experience advising SMB leaders on IT priorities, budget, risk, and lifecycle planning.* Strong understanding of managed IT operations, Microsoft 365, security basics, backup/DR, and infrastructure lifecycle.* Confident executive communication and meeting facilitation.* Ability to convert technical findings into clear business decisions.## Nice-to-have experience* MSP vCIO, TAM, account strategy, or senior consulting experience.* Experience with QBR scorecards, risk registers, budget planning, and standards roadmaps.* Comfort discussing identity, endpoint, backup, firewall, and cloud risks at an executive level.## Helpful certifications* ITIL Foundation* Microsoft 365 Fundamentals* Security+* Project Management Professional or equivalent experience## Compensation and benefits$100k-$140k* Visible compensation band before interviews* Local Phoenix and East Valley client base* Documentation-driven MSP operating standards* Practical exposure to Microsoft 365, identity, network, backup, and security operations* Structured hiring process with role-specific expectationsInterview stages## How we evaluate fit.1. ### Recruiting screen2. ### Client strategy conversation3. ### QBR presentation exercise4. ### Leadership conversationHiring scorecard## What good looks like.* Executive communication* Roadmap clarity* Business-risk prioritization* Cross-team alignmentScreening questions## Questions you will see in the application.1. How do you handle a client who understands risk but resists budget decisions?2. What inputs belong in a useful QBR for a Phoenix SMB?3. How do you keep technical recommendations practical instead of overwhelming?## Remote, relocation, and visa expectationsUnless a role explicitly states otherwise, positions are intended for candidates currently authorized to work in the United States. Relocation assistance and visa sponsorship are not assumed and will only be offered where the job posting specifically says so.Application## Apply for vCIO.Use these fields to organize the details Velocity needs, then submit the application details or apply by email through the official company mailbox.We do not make job offers by text message, social media DM, or personal email, and we never ask candidates to send money or purchase equipment. Contact details Application materials Eligibility and timing Role screening These are the fields Velocity expects for recruiting follow-up. Use official company channels for any submitted materials.Apply by email Application instructions
- J-18808-Ljbffr Velocity Technologies
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Strategy in Phoenix, AZ vacancy
$140k - $193k
Position Summary The Director of Private Client Strategy is responsible for leading the strategic direction, growth, and performance of the Private Client division across the enterprise. This role is pivotal in delivering a differentiated, client‑centric experience for...Suggested- U.S. Bank seeks a Treasury and Payments Solutions Client Advocacy and Events Manager to lead client advisory engagement, VOC insight, and TPS industry event strategy. Partnering with TPS leadership, Product, Sales, Marketing, and Payments teams, the role translates client...Suggested
- American Express Global Business Travel is seeking a Manager of Client Management in Phoenix, Arizona, to lead account management strategies for Global Multi-National accounts. The role focuses on increasing non-transactional revenue through relationship management and...Suggested
- Busey is seeking a Director of Private Client Strategy to guide strategic direction, growth, and performance of the Private Client division. Lead client-centric solutions, drive wealth relationships, and align with the bank’s wealth strategy across the enterprise. You will...Suggested
- A financial services company is seeking a Financial Strategy Consultant for its Client Success Team. This role is fully remote, requiring candidates to work PST hours, preferably from the Phoenix, AZ area. The consultant will guide clients in developing personalized financial...SuggestedRemote job
- A leading engineering consulting firm is looking for an Industrial Client Service Leader to enhance its presence in the data center market. The ideal candidate should have extensive experience in business development and client engagement, with a strong background in engineering...
$350k
...$1m. The ideal candidate will have proven leadership ability, strong managerial skills, and a commitment to providing exceptional client service. Responsibilities include tax compliance, consulting, planning, and advisory services. This role is based in Phoenix, AZ, with...$63.75k - $127.5k
PNC, located in Phoenix, AZ, is hiring a Wealth Strategist to develop and implement tax and financial planning strategies for clients. Ideal candidates should have a Bachelor's degree and 2+ years of experience, focusing on client relationship management and risk assessment...- ...requires a licensed CPA with over 5 years of relevant public accounting experience. Responsibilities include tax planning, managing client engagements, preparing returns, and leading a team. Ideal candidates possess strong communication and organizational skills, and...Work at office
$65k - $80k
Acrisure, LLC is hiring an Employee Benefits Account Manager in Arizona. The ideal candidate will have strong client management skills and experience in account management. This role involves overseeing client relationships, conducting renewal negotiations, and enhancing...$88k - $176k
...This hybrid role requires collaboration with various teams and focuses on supporting VA/SI services for Mercer’s large institutional clients. Candidates should have at least 3 years in institutional investing, a BA/BS in finance or related fields, and strong analytical...- ...Senior Account Manager to oversee daily responsibilities for a designated portfolio. The role includes managing client relationships and providing strategy execution while ensuring retention. The ideal candidate must have over 5 years of experience in account management...
- Paychex Deutschland GmbH in Phoenix, Arizona is seeking a dedicated account manager to ensure exceptional service delivery and client retention. You will manage a specific book of business, initiate calls with clients, and provide consultative support to meet their needs...
$179.85k - $340.97k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago...Local areaWorldwide- ...and a customer‑centric ethos to deliver exceptional value to clients across diverse industries. Position Overview Are you an energetic... ...and promotions; ensure seamless communication of these strategies to both existing and potential clients. Consistently evaluate...
$71.86k - $121.86k
...success and offer an inclusive and collaborative culture where your voice is valued. The Manager of Client Management leads innovative account management strategies, with focus on growing profitability and deepening client relationships within a portfolio of Global Multi...Immediate startFlexible hours$120k - $164k
## Strategy & Planning, VPApplylocations: Tampa, FL: Tempe, AZtime type: Full timeposted on: Posted Todayjob requisition id: 10076477-WD... ...re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values,...Work at officeLocal areaRemote work- ...Vice President of Client Marketing About the Company Well-regarded online travel agency Industry Internet Type Privately... ...internal marketing agency, crafting tailored content marketing strategies, and overseeing the hands-on execution of initiatives that...
- Job Title: Senior Strategy Advisor—Strategic Deals Iron Mountain is seeking a motivated, high‑impact Senior Strategy Advisor to join our Strategic Deals team. In this client‑facing role, you will serve as a trusted digital transformation partner, directly advising enterprise...Contract workFlexible hours
$15k
Accelerated Banking - Financial Strategy Consultant - Client Success Team Location: Remote / Work Hours: PST Business Hours Hey There! Thank you for your interest in the Kwak Brothers Organization-Financial Strategy Consultant position! This is an application to screen...Remote workTrial period- ...Client Service Associate The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent... ...analysis on financial planning topics such as retirement income strategies, stock-based compensation, social security optimization, required...Internship
- ...genuine, SEI-ers frequently go above and beyond for both their clients and their colleagues. SEI-ers are ethical and trustworthy individuals... ...with colleagues, friends, and family. WHAT WE DO Our Strategy and Operations consultants work with clients at all levels of the...Permanent employmentWork at office
- ...growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate... ...current situations Design and present customized financial strategies aligned with client objectives Maintain strong, long-term relationships...Flexible hours
Stratford Davis
Phoenix, AZ2 days ago - ...and expand our national presence, we are seeking a Director of Client Services to lead and enhance our client management efforts. Position... ...and advocate. Develop and execute proactive communication strategies to enhance client engagement and satisfaction. Implement...
$75k - $85k
...Cambridge Investment Research is seeking a driven and consultative Client Solutions Consultant to support and grow relationships with... ...client needs and recommend solutions across financial planning strategies, retirement solutions, and Cambridge Source offerings Drive adoption...Work at officeHome office3 days per week$145k - $175k
...transformative change in healthcare. Objective of the Role The Client Partner, Ecosystem in Life Sciences is responsible for driving... ...challenges, innovation, and the competitive landscape to inform team strategy and product positioning. Stay informed on market trends,...- ...effectively Provides one‑on‑one end‑user problem resolution for client (PC) software and connectivity Sets up and assists in the... ...access problems Assist Onsite POCs with documentation and IT strategy in conjunction with remote team Coordinates timely repair of PC...Local areaRemote workMonday to FridayWeekday work
$316k - $395k
...quarterly and annual results Provide market intelligence and customer feedback to leadership to sharpen Cohesity’s go‑to‑market strategy We’d love to talk to you if you have many of the following Demonstrated experience selling into and partnering with Information...Hourly payFull timeWork at office2 days per week3 days per week- ..., and unlock meaningful growth. We are looking for a seasoned Client Partner to lead and grow a strategic BFSI account—someone who doesn... ...to analyze data, identify growth opportunities, and implement strategies to improve account performance Proven experience in client...
- Job Summary The Client Manager (CM) is responsible for managing the day-to-day relationship for assigned clients, ensuring high levels... ...with business objectives. Identifies and communicates "Win strategy" and Value Proposition, collaborates with others to align resources...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Strategy. Be the first to apply!
