Strategic Account Advisor
Integris, Santa Ana, CA, United States
Are you ready to shape the future of IT? Join Integris, where integrity meets innovation, and people come first. At Integris, we don't just offer jobs; we offer purpose. As a nationally recognized
Best Places to Work
and a leader in future‑ready managed services, we're redefining how businesses experience IT. Our mission is bold: to empower clients and employees alike through secure, strategic, and scalable technology solutions.
Job Summary The Integris Strategic Account Advisor (SAA) will serve as the primary relationship manager, cultivating and sustaining positive and trusting relationships with our clients, providing strategic consultative services to enhance our clients' IT experience, productivity, and network security. Collaborating seamlessly with our technical team, the SAA will contribute to the analysis of the client’s technical solutions and recommend adjustments for optimal service delivery.
Job Responsibilities
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; collaborate with other team members as needed.
Facilitate Strategic Business Reviews (SBRs) with assigned clients to develop, review, or update technology strategy, budgets, and service delivery metrics.
Conduct regular risk assessments to anticipate and address client satisfaction issues, managing overall risk levels within the client success team.
Oversee all critical client communications, including project updates, handling major issues, and providing VIP interactions.
Collaborate with Integris' technical team to understand day‑to‑day operations, analyze output, and make recommendations for operational adjustments.
Promote growth of Integris' revenue by making recommendations that align products and services with client needs.
Stay informed about market trends, competitor activities, and customer preferences to strategically position Integris' products or services.
Ensure clients receive accurate quotes aligned with forecasting and annual goals.
Work with clients to maintain hardware, software, and licensing under current maintenance and support contracts.
Monitor and ensure proper design and implementation of client agreements, adhering to Integris' best practices and maximizing agreement utilization and gross margins.
Deliver exceptional experiences to clients and end‑users by verifying high‑quality and efficient support.
Understand and remediate the impact of work that has not been executed as expected.
Ensure requests are addressed within SLA target.
Ensure all work, customer interactions, and relevant customer data is documented and tracked in real‑time in ConnectWise.
Meet assigned metrics and KPIs.
Any additional duties as assigned.
Job Qualifications
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
Medical, Dental, and Vision Insurance
401(k) 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
Equal Opportunity Employer Integris is an equal opportunity employer, committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, familial status, disability, genetic information, or any other protected class under applicable federal, state, and local laws.
Location & #LI-Remote Remote (US)
#J-18808-Ljbffr
Best Places to Work
and a leader in future‑ready managed services, we're redefining how businesses experience IT. Our mission is bold: to empower clients and employees alike through secure, strategic, and scalable technology solutions.
Job Summary The Integris Strategic Account Advisor (SAA) will serve as the primary relationship manager, cultivating and sustaining positive and trusting relationships with our clients, providing strategic consultative services to enhance our clients' IT experience, productivity, and network security. Collaborating seamlessly with our technical team, the SAA will contribute to the analysis of the client’s technical solutions and recommend adjustments for optimal service delivery.
Job Responsibilities
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; collaborate with other team members as needed.
Facilitate Strategic Business Reviews (SBRs) with assigned clients to develop, review, or update technology strategy, budgets, and service delivery metrics.
Conduct regular risk assessments to anticipate and address client satisfaction issues, managing overall risk levels within the client success team.
Oversee all critical client communications, including project updates, handling major issues, and providing VIP interactions.
Collaborate with Integris' technical team to understand day‑to‑day operations, analyze output, and make recommendations for operational adjustments.
Promote growth of Integris' revenue by making recommendations that align products and services with client needs.
Stay informed about market trends, competitor activities, and customer preferences to strategically position Integris' products or services.
Ensure clients receive accurate quotes aligned with forecasting and annual goals.
Work with clients to maintain hardware, software, and licensing under current maintenance and support contracts.
Monitor and ensure proper design and implementation of client agreements, adhering to Integris' best practices and maximizing agreement utilization and gross margins.
Deliver exceptional experiences to clients and end‑users by verifying high‑quality and efficient support.
Understand and remediate the impact of work that has not been executed as expected.
Ensure requests are addressed within SLA target.
Ensure all work, customer interactions, and relevant customer data is documented and tracked in real‑time in ConnectWise.
Meet assigned metrics and KPIs.
Any additional duties as assigned.
Job Qualifications
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
Medical, Dental, and Vision Insurance
401(k) 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
Equal Opportunity Employer Integris is an equal opportunity employer, committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, familial status, disability, genetic information, or any other protected class under applicable federal, state, and local laws.
Location & #LI-Remote Remote (US)
#J-18808-Ljbffr