Strategic Advisor

About IT Solutions

Do you have the CHOPS ? IT Solutions lives its values: C lient Success is Our Success, H ungry for the Journey, O wnership Thinking, P assionate Problem Solving, and S urrender the Ego. If your values align, we want you to be a part of a fast-growing Managed Service Provider specializing in providing high-end technology solutions to small and mid-market businesses. IT Solutions is a nationally recognized leader in the IT space, with over 25 years of experience and thousands of satisfied clients. Join and grow with us, as we continue to innovate new ways to help businesses Experience Excellence.

Job Summary

The Strategic Advisor provides personalized, strategic guidance to maximize existing IT investments to ensure desired business outcomes are achieved through technology alignment and technology roadmaps. As most clients rely on IT Solutions as their sole technology resource for day-to-day support and project initiatives, the Strategic Advisor position requires strong technical aptitude, and to be equally adept with time-management and problem-solving skills. A successful candidate translates complex IT concepts into actionable business‑case drivers, manages client expectations with internal business processes, and is well organized and efficient. The candidate must be able to work with limited supervision and have strong written and verbal communication skills.

Responsibilities

• Committed to act as the primary client advocate ensuring client satisfaction and client retention.
• Serve as the trusted technology advisor responsible for defining and directing IT strategy for a distinct client list of small to mid‑sized clients.
• Create and deliver bi‑annual Strategic Advisor report and 5‑year roadmaps for managed clients.
• Maintain in‑depth understanding of clients’ business to align technology recommendations and solutions with business goals.
• Host and attend regular cadence meetings with clients, while documenting each client interaction in a timely and accurate manner.
• Perform IT risk planning and implement management strategies to improve overall security posture.
• Engage in IT budget planning and management of day‑to‑day IT operations.
• Ownership and management of accurate client invoicing and quarterly true‑ups.
• Manage and maintain C‑level and senior level relationships with medium and large organizations.
• Regularly set and follow through with expectations of C‑level contacts via effective verbal and written communication.
• Collaborate with the team of Strategic Advisors, leadership, and VP of Customer Success to interpret account management processes, goals, challenges, and concerns.
• Manage documentation of technical environments in a consistent and organized fashion.
• Balance client account priorities with the company’s internal business processes.
• Additional responsibilities as assigned.

Requirements

• Strong oral and written communication skills.
• Effective time management and multi‑tasking skills.
• Maintains the ability to stay organized and be detail‑oriented.
• Demonstrates a passion for solving problems or helping others and takes the initiative in driving continuous improvement/execution excellence.
• Exceptional organizational skills, including the ability to self‑manage and multi‑task effectively and accurately in a fast‑paced and dynamic environment.

Experience

• Minimum of 5 years in IT account management or technical industry, preferably working for a managed service provider, with a keen understanding of the business model and best practices.
• Bachelor’s degree in business administration, Communications, Computer Science, or related fields.
• General understanding of on‑premises and cloud‑based networking environments.
• General understanding of Microsoft licensing (SPLA, O365, M365, Azure, etc.).
• Strong customer service skills and ability to work with a variety of businesses, technologies, and personalities.
• Strong presentation skills both in‑person and virtually using MS Teams.
• Proficient in a client‑facing role with commitment to outstanding service and support.
• Proven ability to stay current with the latest technology trends and shifts in the market.
• Working knowledge and understanding of the latest versions of Windows Server, Active Directory, Exchange Server, Office 365, VMware, Citrix, SANs, public cloud platforms (Azure, AWS, etc.).
• Proven ability to follow established processes to produce standard results.
• Excellent follow‑through skills and the ability to anticipate and address business needs proactively.
• Possess a strong work ethic; self‑motivated with a desire to take initiative and look for ways to improve processes and create efficiencies; have a strong sense of urgency.
• Excellent time management and organizational skills in managing through multiple priorities with overlapping tasks across multiple businesses.
• Team‑oriented attitude balanced with the ability to work independently with minimal supervision.
• Strong analytical, problem‑solving, and project management skills.
• Reliable transportation and valid driver’s license.

Preferred Qualifications

• Working understanding of Information Technology Infrastructure Library (ITIL) framework/ITIL certified.
• Working understanding of NIST Framework Standards.
• Working understanding of compliance requirements and controls such as HIPAA, PII, PHI, PCI/DSS, etc.

Compensation Package

ITS offers a full benefits package, including:

• Rich Medical and prescription plans.
• Dental & Vision.
• Paid Holidays and Flexible Paid Time Off.
• 401K/401K Roth with Safe Harbor matching.
• Stock Appreciation Rights.
• Company‑paid life insurance, long‑term and short‑term disability insurance.
• Company‑paid mental health support & financial wellness services.
• FSA for medical and dependent care.
• HSA option with compatible medical plan.
• Company‑paid training, materials, and exams.
• Performance‑based bonuses.

IT Solutions is an equal employment opportunity employer that provides opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.