Client Strategic Advisor (CSA)

Oakwood Village•Madison, WI

About The Position

The Client Strategic Advisor (CSA) serves as a liaison between Oakwood Village and its IT vendor, Parasol. The position is accountable to the Chief Financial Officer and oversees communication, tickets, projects, approvals, emergency issues, IT budgeting and purchasing, and the quarterly PSOW process.

Responsibilities

  • Act as liaison between Oakwood and Parasol for all tickets and projects.
  • Attend meetings as determined by Oakwood.
  • Manage open tickets and issues on a daily and weekly basis, including daily ticket reviews.
  • Lead steering committee meetings.
  • Manage approvals, including change management.
  • Bring information to executives as appropriate to support decision-making.
  • Coordinate with the project management team regarding project status, tasks, and decision points.
  • Coordinate and oversee emergency issues.
  • Manage Oakwood’s IT budget.
  • Manage Oakwood’s IT purchasing.
  • Manage Oakwood’s quarterly PSOW process.
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