Strategic Advisor

IT Solutions Consulting LLC•Kansas City, MO

About The Position

The Strategic Advisor provides personalized strategic guidance to help clients maximize existing IT investments and achieve desired business outcomes through technology alignment and roadmaps. The role serves as a trusted technology advisor and primary client advocate for a distinct portfolio of small to mid-sized clients, many of whom rely on IT Solutions as their sole technology resource for day-to-day support and project initiatives. The Strategic Advisor aligns technology recommendations with clients’ business goals, manages expectations alongside internal processes, and communicates complex IT concepts as actionable business-case drivers. Success requires technical aptitude, strong organization and time management, effective problem-solving, and the ability to work with limited supervision. The position also includes developing client IT strategies and roadmaps, managing relationships with senior client leaders, planning IT budgets and risk management, and collaborating with Strategic Advisors, leadership, and the VP of Customer Success. IT Solutions is a Managed Service Provider serving small and mid-market businesses, with more than 25 years of experience and thousands of clients.

Requirements

  • Strong oral and written communication skills.
  • Effective time management and multitasking skills.
  • Ability to stay organized and detail-oriented.
  • Passion for solving problems or helping others, with initiative in driving continuous improvement and execution excellence.
  • Exceptional organizational skills, including the ability to self-manage and multitask effectively and accurately in a fast-paced, dynamic environment.
  • At least five years of experience in IT account management or the technical industry; managed service provider experience is preferred.
  • Bachelor’s degree in business administration, communications, computer science, or a related field.
  • General understanding of on-premises and cloud-based networking environments.
  • General understanding of Microsoft licensing, including SPLA, O365, M365, and Azure.
  • 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.
  • Proficiency in a client-facing role and commitment to outstanding service and support.
  • Ability to stay current with technology trends and market shifts.
  • Working knowledge of current versions of Windows Server, Active Directory, Exchange Server, Office 365, VMware, Citrix, SANs, and public cloud platforms such as Azure and AWS.
  • Ability to follow established processes to produce standard results.
  • Excellent follow-through and ability to anticipate and proactively address business needs.
  • Strong work ethic; self-motivated, takes initiative, and seeks process improvements and efficiencies with a strong sense of urgency.
  • Excellent time management and organizational skills when managing overlapping priorities 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 a valid driver’s license.

Nice To Haves

  • Working understanding of the Information Technology Infrastructure Library (ITIL) framework or ITIL certification.
  • Working understanding of NIST Framework Standards.
  • Working understanding of compliance requirements and controls such as HIPAA, PII, PHI, and PCI/DSS.
  • Experience working for a managed service provider.

Responsibilities

  • Act as the primary client advocate to support client satisfaction and retention.
  • Define and direct IT strategy for an assigned list of small to mid-sized clients as a trusted technology advisor.
  • Create and deliver bi-annual Strategic Advisor reports and five-year roadmaps for managed clients.
  • Understand clients’ businesses and align technology recommendations and solutions with their business goals.
  • Host and attend regular client meetings and document each interaction accurately and promptly.
  • Plan for IT risks and implement strategies to improve clients’ overall security posture.
  • Participate in IT budget planning and manage day-to-day IT operations.
  • Own and manage accurate client invoicing and quarterly true-ups.
  • Manage and maintain C-level and senior-level relationships with medium and large organizations.
  • Set expectations with C-level contacts and follow through using effective verbal and written communication.
  • Collaborate with the Strategic Advisors team, leadership, and the VP of Customer Success to interpret account-management processes, goals, challenges, and concerns.
  • Document technical environments consistently and in an organized fashion.
  • Balance client account priorities with the company’s internal business processes.
  • Perform additional responsibilities as assigned.

Benefits

  • Rich medical and prescription plans.
  • Dental and vision coverage.
  • Paid holidays and flexible paid time off.
  • 401(k) and Roth 401(k) with Safe Harbor matching.
  • Stock Appreciation Rights.
  • Company-paid life insurance and short- and long-term disability insurance.
  • Company-paid mental health support and financial wellness services.
  • Flexible spending account for medical and dependent care.
  • Health savings account option with a compatible medical plan.
  • Company-paid training, materials, and exams.
  • Performance-based bonuses.
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