Strategic Account Advisor

Integris

. Serve as the primary relationship manager for Integris' clients .

Posted 10/13/2026full-timeRemote • Connecticut • 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 operational adjustments to enhance IT experiences. Proficient in monitoring client satisfaction, managing agreements, and ensuring high-quality support while meeting KPIs.

Highest-signal resume keywords

Client Relationship ManagementStrategic Consultative ServicesCustomer Success ExperienceIT/MSP Environment KnowledgeExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk AssessmentNetwork SecurityCloud Computing ConceptsComputer Hardware UnderstandingSoftware Licensing ManagementService Delivery MetricsForecasting and BudgetingSLA ManagementConnectWise DocumentationOperational Analysis

Soft Skills

Interpersonal CommunicationCustomer Service MentalityCollaboration SkillsAttention to DetailTime Management

Industry Keywords

Customer SuccessAccount ManagementIT ServicesManaged Service ProviderCross-Sell and Upsell Opportunities

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Serve as the primary relationship manager for Integris' clients
Foster positive and trusting client relationships
Provide strategic consultative services to enhance clients' IT experience, productivity, and network security
Facilitate Strategic Business Reviews to develop, review, or update technology strategy, budgets, and service delivery metrics
Conduct regular risk assessments and manage client satisfaction risks
Oversee critical client communications, project updates, major issues, and VIP interactions
Collaborate with the technical team to understand operations, analyze output, and recommend operational adjustments
Promote revenue growth through recommendations aligning products and services with client needs
Monitor market trends, competitor activity, and customer preferences
Ensure accurate quotes aligned with forecasting and annual goals
Maintain client hardware, software, and licensing under maintenance and support contracts
Monitor client agreements, maximize agreement utilization and gross margins, and follow best practices
Verify high-quality and efficient client and end-user 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 ConnectWise in real time
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 during moments of tension
Strong collaboration skills
Understanding and embracing of accountability and ownership concepts
Attention to detail and time management skills
Strong customer service mentality and clear phone diction
Willingness to learn recent technologies and concepts related to this role
Understanding of computer hardware and software
Understanding of 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