Director of Client Strategy

Bellwether Technology•New Orleans, LA

About The Position

Bellwether is hiring a Director of Client Strategy to lead client planning and shape a new leadership function. Reporting directly to the President, this person will lead account executives and technical advisors (vCIOs), establish a consistent approach to client strategy, and bring new offerings—especially those involving AI—from concept to client conversations. The role includes working with client owners, CFOs, COOs, executives, and boards to understand business direction and technology needs; reviewing accounts and identifying opportunities; and partnering with solutions engineering, R&D, and AI teams to ensure recommendations are technically sound. Success includes delivering consistent strategic guidance across clients, moving new offerings into client conversations, building client trust in Bellwether’s strategic advice, meeting team KPIs, and growing project work based on strategic plans. The position requires travel to and from client sites. Candidates must be legally authorized to work in the United States at application and throughout employment; sponsorship is unavailable.

Requirements

  • Experience as an account executive, technical advisor or vCIO, IT consultant, or in a similar client-facing role at an MSP or technology firm.
  • Experience managing people or leading a team.
  • Strong understanding of the business challenges small and midsized businesses face.
  • Comfort leading executive-level and board conversations.
  • Detail-oriented, with a record of taking initiatives from idea to completion.
  • Strong written and verbal communication skills.
  • Legally authorized to work in the United States at the time of application and throughout employment.

Nice To Haves

  • Working knowledge of managed IT, cybersecurity, and cloud concepts.
  • An engineering background.
  • Familiarity with how businesses are adopting AI.
  • Knowledge of the New Orleans and Gulf Coast business community.

Responsibilities

  • Lead and coach account executives and technical advisors, with clear KPIs focused on planning and strategy.
  • Build a consistent approach to client planning across Bellwether.
  • Review client accounts with account executives, identify gaps and opportunities, and make recommendations; directly manage a small number of accounts where appropriate.
  • Lead strategic planning conversations with client owners, executives, and boards.
  • Take new offerings to market, including positioning, one-pagers, talking points, pricing, and rollout to the team and clients.
  • Champion AI with clients and work with AI and technical teams to determine where AI fits into each client’s business and technology roadmap.
  • Partner with solutions engineering and R&D to ensure recommendations are technically sound.

Benefits

  • Medical, dental, and vision insurance.
  • 401(k) with company match.
  • Paid time off and holidays.
  • Mileage reimbursement.
  • Certification reimbursement and professional development.
  • Competitive salary with no commission.
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