IT Partner Success Specialist

Kelley Create

. Develop and maintain trusted professional relationships with assigned managed IT customers, business owners, executive leadership, and key decision-makers .

Posted 11/5/2026full-timeMedford • Oregon • United StatesMid-LevelSenior💰 $45,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in technical account management and managed IT services, with a strong focus on customer relationship building, strategic technology recommendations, and revenue growth. Proficient in translating technical concepts into business solutions while managing multiple accounts and competing priorities.

Highest-signal resume keywords

Technical Account ManagementManaged IT ServicesCustomer Relationship ManagementCybersecurity SolutionsSales Opportunity Identification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

IT InfrastructureNetworkingCloud ServicesTechnical SupportService Metrics AnalysisTechnology RecommendationsAccount Growth StrategiesCustomer Escalation ManagementPerformance Metrics ReportingTechnology Roadmap Development

Soft Skills

Customer ServiceInterpersonal SkillsRelationship BuildingVerbal CommunicationOrganizational Skills

Tools & Technologies

Microsoft OfficeTicketing SystemsCustomer Relationship Management SoftwareCybersecurity ToolsManaged IT Service Delivery Processes

Certifications & Qualifications

CompTIA A+Network+Security+Microsoft Certified ProfessionalCisco Certifications

Industry Keywords

Managed IT ServicesTechnical Account ManagementBusiness Technology SolutionsCustomer RetentionRecurring Revenue Growth

Tech Stack

Tools & technologies

CloudCyber Security

About the role

Key responsibilities & impact

Develop and maintain trusted professional relationships with assigned managed IT customers, business owners, executive leadership, and key decision-makers
Assist vCIO staff with scheduling, preparing, and conducting Strategic Business Reviews and Quarterly Business Reviews
Demonstrate the value of Kelley Create's products and services through performance metrics, service reporting, and reviews of completed technology initiatives
Provide strategic technology advice and recommendations aligned with customer business objectives, operational requirements, and technology needs
Develop, maintain, and update individualized technology roadmaps for assigned customers
Collaborate with customers to establish and maintain annual technology budgets
Identify and recommend technology projects improving productivity, operational efficiency, security, and regulatory compliance
Educate customers on emerging technology trends, cybersecurity risks, industry developments, and relevant technology solutions
Support change management initiatives and coordinate customer training
Serve as an escalation point for customer service concerns and technical issues
Monitor customer support tickets, quality assurance activities, and recurring service trends
Maintain accurate customer records, technology roadmaps, strategic plans, and account documentation
Maintain and grow monthly recurring revenue within assigned customer accounts
Identify opportunities to expand use of managed IT products, services, and technology solutions
Recommend hardware, software, licensing, cybersecurity, and professional services solutions
Identify upselling and cross-selling opportunities
Prepare and coordinate customer proposals, quotes, and technology recommendations
Manage customer contract renewals, service expansions, and account growth opportunities
Collaborate with sales to support customer retention and revenue objectives
Coordinate transitions of newly acquired managed IT customers to Customer Support Teams
Maintain sales opportunities, account activities, and revenue forecasts in company systems
Meet account retention, revenue growth, and sales performance objectives
Lead or facilitate daily team huddles
Act as primary liaison between customers, technical support, service delivery teams, and management
Coordinate with department managers regarding priorities, resources, and service challenges
Collaborate with Professional Services and Project teams on Statements of Work, proposals, and implementation plans
Monitor open customer issues, project activities, and action items for timely resolution
Generate reports, obtain quotes, prepare purchase agreements, and maintain documentation
Participate in customer meetings, strategic planning sessions, onboarding, technology discussions, vendor meetings, training sessions, and industry events
Stay informed about technology trends, cybersecurity practices, and industry best practices
Represent Kelley Create professionally during customer visits
Perform additional duties assigned by management

Requirements

What you’ll need

Strong background in technical account management, managed IT services, or customer relationship management
Experience managing, engineering, or delivering technical support, hardware, software, and user support services within a business environment supporting 20 or more users
Previous experience in managed IT services, technical account management, IT consulting, or a related customer-facing technical role
Demonstrated experience communicating with executive leadership and nontechnical decision-makers regarding technology solutions and business needs
Experience developing and maintaining customer relationships, identifying business opportunities, and supporting customer retention
Experience coordinating technical resources, managing competing priorities, and resolving customer service concerns
Familiarity with IT infrastructure, networking, cybersecurity, cloud services, and business technology solutions
Previous experience supporting technology sales, contract renewals, or recurring revenue growth is preferred
An associate's or bachelor's degree in Information Technology, Computer Science, Business Administration, or a related field is preferred
Equivalent combinations of relevant education, professional training, and experience will be considered
One or more of the following industry certifications are preferred: CompTIA A+, Network+, or Security+; Microsoft Certified Professional (MCP) or current Microsoft role-based certifications; Cisco or Meraki certifications
Strong understanding of current IT technologies, infrastructure, hardware, software, networking, and cybersecurity solutions
Ability to translate technical concepts into practical business recommendations
Demonstrated ability to identify sales opportunities and support account growth
Strong customer service, interpersonal, and relationship-building skills
Excellent verbal and written communication skills
Ability to prepare and deliver professional presentations, technology recommendations, and business reviews
Strong organizational skills with the ability to manage multiple accounts, projects, and competing priorities
Ability to work independently with minimal supervision while contributing effectively within a team environment
Ability to make timely decisions that support customer satisfaction and company objectives
Experience coordinating technical teams and managing customer escalations
Ability to review technical reports, service metrics, and customer account performance
Familiarity with managed IT service delivery processes, ticketing systems, and customer relationship management software
Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook
Ability to work occasional evenings or after-hours commitments based on customer and business needs
Must possess reliable transportation and the ability to travel to customer locations as required
Must successfully complete applicable pre-employment screening requirements

Benefits

Comp & perks

Medical Insurance
Dental/Vision Insurance
Life Insurance
Flexible Spending Account Options
Supplemental Insurance
401(k) with Company Contribution
Profit Sharing Upon Goal Attainment
Paid Time Off
Paid Holidays
Ongoing Training and Professional Development Opportunities
Continued professional development and technical training
Benefits are subject to applicable plan documents, eligibility requirements, and company policies