Strategic Account Advisor

Integris

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

Posted 10/5/2026full-timeRemote • Colorado • 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 experiences 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 ManagementIT/MSP ExperienceNetwork SecurityCloud Computing ConceptsHardware UnderstandingSoftware UnderstandingService Delivery MetricsSLA ManagementKPI Tracking

Soft Skills

Interpersonal CommunicationCustomer Service MentalityAttention to DetailTime ManagementDe-Escalation Skills

Tools & Technologies

ConnectWise

Industry Keywords

Client SuccessCross-Sell OpportunitiesUpsell OpportunitiesMarket TrendsCompetitor Activities

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 and manage overall risk levels within the client success team
Oversee critical client communications, including project updates, major issues, and VIP interactions
Collaborate with the technical team to understand 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
Ensure 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, following best practices and maximizing agreement utilization and gross margins
Deliver exceptional client and end-user experiences by verifying high-quality and efficient support
Remediate the impact of work not executed as expected
Ensure requests are addressed within SLA targets
Document and track 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