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Integris

Strategic Account Advisor

Integris

. Serve as the primary relationship manager for Integris' clients, fostering positive and trusting relationships .

Posted 10/5/2026full-timeRemote • California • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, strategic consultative services, and risk assessment within an IT/MSP environment. Proficient in enhancing client satisfaction through effective communication, collaboration, and operational adjustments.

Highest-signal resume keywords
Client Relationship ManagementStrategic Consultative ServicesRisk AssessmentCustomer Service SkillsCollaboration Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Customer SuccessAccount ManagementNetwork SecurityCloud Computing ConceptsComputer HardwareComputer SoftwareService Delivery MetricsSLA ManagementDocumentation in ConnectWiseTechnology Strategy Development
Soft Skills
Interpersonal CommunicationDe-Escalation SkillsAttention to DetailTime ManagementInfluential Skills
Industry Keywords
IT/MSP EnvironmentCross-Sell OpportunitiesUpsell OpportunitiesMarket TrendsCustomer Preferences

Tech Stack

Tools & technologies
Cloud

About the role

Key responsibilities & impact
  • Serve as the primary relationship manager for Integris' clients, fostering positive and trusting relationships
  • Provide strategic and impactful consultative services to enhance clients' IT experience, productivity, and network security
  • Facilitate Strategic Business Reviews with assigned clients to develop, review, or update technology strategy, budgets, and service delivery metrics
  • Conduct regular risk assessments to anticipate and address client satisfaction issues, managing overall risk levels within the client success team
  • Oversee critical client communications, including project updates, major issues, and VIP interactions
  • Collaborate with Integris' technical team to understand day-to-day operations, analyze output, and recommend operational adjustments
  • Promote Integris' revenue growth by aligning products and services with client needs
  • Monitor market trends, competitor activities, and customer preferences to strategically position Integris' products or services
  • Ensure clients receive accurate quotes aligned with forecasting and annual goals
  • Maintain client hardware, software, and licensing under current maintenance and support contracts
  • Monitor and ensure proper design and implementation of client agreements, adhering to Integris' best practices and maximizing agreement utilization and gross margins
  • Deliver exceptional experiences to clients and end-users by verifying high-quality and efficient support
  • Understand and remediate the impact of work that has not been executed as expected
  • Ensure requests are addressed within SLA target
  • Document and track all work, customer interactions, and relevant customer data in real time in ConnectWise
  • Meet assigned metrics and KPIs
  • Perform additional duties as assigned

Requirements

What you’ll need
  • 3-4 years of experience in customer success or account management roles; experience in an IT/MSP environment preferred
  • Influential skills to identify cross-sell and upsell opportunities
  • Ability to perform in a fast-paced environment and pivot between differing tasks
  • Excellent written and verbal interpersonal communication, customer service skills, and de-escalation skills required
  • Ability to promote a positive company image to clients even during moments of tension
  • Strong collaboration skills
  • Understand and embrace accountability and ownership concepts
  • Attention to detail and time management skills
  • Strong customer service mentality and clear phone diction
  • Willing to learn recent technologies and concepts related to this role
  • Understanding of computer hardware and software, and common network concepts including cloud computing concepts

Benefits

Comp & perks
  • Medical, Dental, and Vision Insurance
  • 401K Retirement Plan
  • Minimum 4 Weeks of Paid Time Off (PTO)
  • Birthday PTO
  • Paid Holidays
  • Paid Time Off for Volunteering
  • Short-Term and Long-Term Disability Insurance
  • Life Insurance
  • Supplemental Insurance
  • Employee Assistance Program