Technical Account Manager / Vcio

We are seeking an experienced Technical Account Manager / vCIO with a strong IT background to manage our service delivery offering to our clients. The ideal candidate will have a successful track record of partnering with client C-suite on their IT needs and recommended solutions, as well as demonstrated leadership.
Who We Are:
Uprite is an award-winning, trusted technology partner, providing managed IT, cybersecurity, cloud and managed phone solutions to Texas businesses. Our exceptional team thrives within a high-performance culture. These 28 principles describe the daily behaviors that define our culture - We call it ... The Uprite Way.
To learn more about our company, visit https://www.uprite.com/.
Position Description:
The Technical Account Manager / Virtual CIO (TAM/vCIO) position is a client-facing key role in our service delivery offering to our clients. This role is an executive partner to our clients and works directly with client C-Suite to understand their business needs and how technology can help them best achieve these needs. The TAM/vCIO works closely with our internal teams to make sure the client is aligned to business standards through Business Technology Reviews and infrastructure improvement projects. This role is critical in helping clients mitigate risk and increase productivity. This role is responsible for the overall solution sales to existing clients and provides new sales support. The TAM/vCIO requires the strategic planning, technical aptitude, relationship building skills, excellent communication, organization and prioritization, and attention to detail. This position must represent Uprite Services with the level of expertise we are known for in the industry and embrace the Uprite Way.
Technology Management / Virtual CIO (50%)

• Develop strong business relationships with client C-Suite and key contacts
• Serve as a primary point of contact for client decision makers and influencers
• Listen to and understand client’s business goals, refresh plans, and propose relevant technologies to accomplish them
• Prepare for and lead recurring onsite client status meetings and creates and maintains supporting reports and materials, according to defined schedule
• Create, maintain, and communicate technology strategies and roadmaps which align with client business goals
• Provide Business Technology Reviews according to defined schedule, and help guide client decisions around IT
• Make data-driven, high-impact recommendations to client decision-makers
• Create client IT budgets and proposals for standards alignment, strategy, and business initiatives
• Maintain vCIO toolkit
• Work with other Uprite teams to align clients to technical standards to reduce client risk and reactive support time
• Conduct cyber security risk auditing for clients and incorporate into roadmaps and strategies
• Maintain client polices and procedures for acceptable use, employee onboarding, employee separation, etc.
• With the Uprite Project Manager, oversee and facilitates delivery of infrastructure projects to clients
• Coordinate cyber insurance applications, working with the NOC and CISO as needed
• Establish Disaster Recovery plans for existing clients to ensure business continuity is maintained
• Coordinate and ensure service delivery to clients is delivered meeting The Uprite Way
• Stay up to date and communicate to clients and company on technological trends, best practices, and compliance requirements

Client Sales (existing) (20%)

• Communicate business goals from technology roadmap to clients
• Assess environments and work with projects team to develop proposals
• Presenting solutions to clients
• Responsible for overall solution sales to existing clients
• Build and maintain client sales pipeline in ConnectWise Manage

Account Management (10%)

• Serve as lead relationship management role over a defined subset of Uprite clients to ensure retention of clients
• Deliver value-add reporting to clients on their technology and technology management
• Facilitate the resolution of issues with client subscriptions/partnerships within Uprite’s solutions stack (Microsoft Partner Program, Veeam, etc.)
• Facilitate the resolution of invoice issues.
• Lead communications on client emergencies and issues, working to resolve with necessary resources within Uprite
• Engage and escalate service, projects, and invoicing issues to other departments for resolution
• Ensure client’s understanding of Uprite services, terms, and agreements
• Assist with new client transition from onboarding to service initiation
• Responsible for end user/point of contact training for Uprite service engagement
• Develop and document employee onboarding and separation procedures, working with Support team to execute

Sales Support (pre-sales for new clients) (10%)

• Assist Sales team with new client development
• Attend new client sales meetings
• Perform Business Technology Assessments for prospective clients, utilizing as an initial roadmap to determine client technical alignment and gap analysis
• Assess environments and work with projects team to develop proposals
• Present findings of BTA to clients in conjunction with the sales team

Client Vendor Management (5%)

• Facilitate escalations to client’s vendors to resolve issues
• Assist with vendor selection for clients

Certification, Training, & Development (5%)

• Improve personal, professional, and technical knowledge
• Provide input on the performance of Uprite staff
• Perform research and development of new technologies and solutions

Administrative (5%)

• Attends 1:1 meetings with supervisor with agenda and notes
• Maintains objectives in Uprite’s performance management system
• Enters detailed time entries in ConnectWise daily
• Updates Uprite knowledgebases as needed
• Attends departmental and individual performance review meetings as needed

Skills & Abilities:

• Demonstrates the attributes outlined in The Uprite Way
• Exceptional leader
• Strong financial and business acumen
• Excellent communication and interpersonal skills, both verbal and written  
• Comfortable demanding excellence in self and team to ensure successful delivery of projects.
• Ability to provide high-value technology consulting to businesses and organizations of varying sizes, verticals, and budgets
• Complete understanding of Uprite’s technology standards and latest industry standards
• Ability to explain complex technical information in layman’s terms – including our technology standards and the technology strategy recommendations as outcomes
• Understanding of business decision-making factors around technology; including risk mitigation, budgeting, and worker efficiency
• Commitment to self and to team – constantly willing to learn, grow and improve while also remaining humbly confident to coach peers

Candidate Should Possess:

• Bachelor’s degree in Business, Information Technology, or related field or equivalent work experience
• 10 Years’ experience in IT Consulting and/or MSP experience
• 2-5 Years of Sales Engineering experience preferred

What We Offer:
We understand that our people are the most critical factor to our success. As a result, we value and invest in our people through: 
Benefits Include:

• Medical, Dental, and Vision Insurance
• Short- & Long-Term Disability Insurance
• 401K Matching
• Paid Vacation & Holidays
• Career and professional development

 
Uprite Services is an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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