Strategic Account Advisor

Job Summary

Serving as the primary relationship manager, the full-time Strategic Account Advisor will cultivate trusting client relationships, provide strategic consultative services to enhance IT experiences, and collaborate with technical teams to optimize service delivery within the Financial Institution Division.

Key responsibilities

• Foster positive relationships with clients and provide impactful consultative services to improve their IT experience and network security
• Conduct Strategic Business Reviews and regular risk assessments to ensure client satisfaction and compliance with industry standards
• Collaborate with the technical team to analyze operations and make recommendations for service improvements and revenue growth

Required qualifications

• 3-4 years of experience in customer success or account management roles, preferably in an IT/MSP environment
• Influential skills to identify cross-sell and upsell opportunities
• Strong understanding of compliance requirements in regulated financial environments
• Familiarity with computer hardware, software, and common network concepts, including cloud computing
• Ability to thrive in a fast-paced environment and manage multiple tasks effectively