vCIO

CIO Solutions Careers•Goleta, CA

8d•Onsite

About The Position

The vCIO serves as the primary relationship owner for assigned clients, building executive-level partnerships and aligning clients’ business objectives with CIO Solutions’ supported technology stack. The role combines strategic thinking, technical aptitude, relationship management, and business acumen to guide clients through their technology lifecycle and support their long-term success. The vCIO identifies and clarifies client business needs, technology requirements, and strategic objectives, translates them into actionable plans, and communicates them to internal cross-functional teams. The role monitors progress against strategic goals, technology roadmaps, and performance benchmarks, providing guidance and recommendations to help ensure technology investments align with business priorities. This position works from the Goleta, California office and requires in-office attendance. Travel to client sites as requested is required, with approximately 25% travel. Compensation is a base salary of $105,000–$110,000, plus a potential $10,000 bonus. The compensation package also includes PTO and sick time, health insurance, a dental and vision reimbursement program, an FSA, a 401(k) retirement account, and disability and life insurance. CIO Solutions provides managed technology services and describes its work as helping clients simplify operations, strengthen security, and enhance productivity through collaborative, strategic partnerships. The company has operated for over 40 years and has offices in Santa Barbara, San Luis Obispo, and Fresno, California.

Requirements

Technical background and previous experience in a technical role.
Proven track record in sales and knowledge of technology.
At least 3 years of sales or customer relations experience.
Bachelor’s degree, preferably in information systems, business administration, or a related field.
Ability to demonstrate integrity and honesty in interactions with coworkers, clients, and vendors.
Ability to work effectively with customers and external audiences.
Strong negotiation, organizational, presentation, and customer service skills.
Ability to follow up on requests and issues and drive initiatives to completion.
Skill in preparing written communications and materials.
Interpersonal skills including telephony, communication, active listening, and customer care.
Ability to adapt quickly to change.
Proficiency with general office applications, including MS Office Suite, Slack, Teams, and Zoom.
Typing skills for quick and accurate written communication.
Self-motivation and ability to work in a fast-moving environment.
Ability to attend work in the Goleta office and travel to client sites as required.

Nice To Haves

A bachelor’s degree in information systems, business administration, or a related field is preferred.

Responsibilities

Develop a deep understanding of active customers’ needs and translate them into technology plans and projects.
Conduct quarterly and/or annual client meetings to assess ongoing technology needs and lifecycle enhancements.
Travel to client sites as requested by the client and/or CIO Solutions.
Evaluate and create multi-year technology roadmaps to support clients’ strategic and budgetary planning.
Build trusted relationships that support long-term client retention.
Cross-sell and up-sell services and solutions to existing accounts.
Scope, quote, and present project solutions aligned with client IT needs.
Explain technical solutions and complex concepts to technical and non-technical contacts.
Communicate solution features and benefits and manage client expectations throughout the account lifecycle.
Manage service proposals, contracts, lease agreements, and service level agreements.
Conduct sales procedures and track opportunities in ConnectWise in accordance with defined policies and procedures.
Maintain positive client rapport and provide excellent service.
Attend weekly departmental meetings and update sales opportunity metrics.
Develop in-depth knowledge of the service catalog and how it relates to customer needs.
Document internal processes and procedures related to the role.
Enter time and expenses in Paylocity, Expensify, and ConnectWise as needed.
Learn internal systems and complete required training materials.
Track sales activities and report them to management.
Provide timely guidance and assistance to other departments to support client retention and satisfaction.
Assist with internal special projects as needed.