vCIO

CIO Solutions Careers•San Luis Obisop, CA

8d•Onsite

About The Position

The vCIO serves as the primary relationship owner for assigned clients, builds executive-level partnerships, and aligns client 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 those plans 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. The position is based in CIO Solutions’ San Luis Obispo, California office and requires in-office attendance. Travel to client sites is required when requested, with approximately 25% travel expected. Compensation is a $105,000–$110,000 base salary, plus a potential $10,000 bonus. The compensation package also includes PTO/sick time, health insurance, a dental and vision reimbursement program, an FSA, a 401(k) retirement account, and disability and life insurance.

Requirements

Technical background and previous experience in a technical role.
Proven track record in sales and knowledge of technology.
Three years of sales or customer relations experience.
Bachelor of Arts or Bachelor of Science degree, preferably in information systems, business administration, or a related field.
Knowledge or consulting experience with technologies such as WatchGuard, Palo Alto, Cisco and Juniper switching, HP and Dell servers, VMware hypervisors, Microsoft desktop and server operating systems, Microsoft 365 services and licensing, Microsoft Azure, Microsoft SQL Server, CrowdStrike, and Citrix.
Integrity and honesty in interactions with coworkers, clients, and vendors.
Enjoyment of working with customers and external audiences.
High energy, drive, and negotiation skills.
Strong 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 skills.
Ability to adapt quickly to change.
Proficiency with general office applications, including the MS Office Suite, Slack, Teams, and Zoom.
Typing skills that support quick and accurate written communication.
Self-motivation and ability to work in a fast-moving environment.

Responsibilities

Develop a deep understanding of active customers’ needs and translate them into technology plans and projects.
Conduct quarterly and/or annual client check-ins to assess ongoing technology needs and lifecycle enhancements.
Travel to client sites as requested by the client and/or CIO Solutions.
Evaluate and prepare 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 expectations throughout the account lifecycle.
Manage service proposals, contracts, lease agreements, and service level agreements.
Conduct sales procedures and record activities and opportunities in ConnectWise in compliance with established policies and procedures.
Maintain positive client rapport and provide high-quality service.
Attend weekly departmental meetings and update sales opportunity metrics.
Develop knowledge of the service catalog and its relevance to customer needs.
Document internal processes and procedures related to job duties.
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.