Technology Advisor

• Employee Type Full Time Exempt

As a Technology Advisor, you will be a trusted guide to small and medium-sized business leaders, helping them understand how the right IT strategy can reduce risk, improve productivity, and support their growth. You will identify new client opportunities, uncover each organization’s technology challenges, and recommend tailored managed IT and cybersecurity solutions. This role combines strategic prospecting, consultative advising, and relationship management to drive revenue growth and long-term client success.

• Identify and pursue new client opportunities within the small and medium business sector.
• Develop and implement innovative lead generation and prospecting techniques, including social media outreach, networking events, and industry-specific forums.
• Assess each prospective client’s technology environment and business goals, then develop custom solutions and proposals tailored to their specific needs.
• Respond promptly to marketing-generated inquiries, ensuring exceptional service alignment.
• Effectively coordinate and lead discovery and strategy meetings with potential and existing clients, accommodating both in-person and virtual formats.
• Conduct thorough research on target SMBs to develop comprehensive prospecting lists.
• Execute outbound call campaigns tailored to specific verticals, events, or targets to boost our pipeline.
• Support direct and indirect channel partnership efforts as needed.
• Exceed revenue quotas through strategic, consultative initiatives and relationship-building efforts.
• Data Management & Reporting
  • Utilize CRM tools to track and analyze pipeline activities, customer interactions, and market trends, ensuring data-driven decision-making.
  • Optimize sales pipeline management to drive maximum results; prepare and present pipeline and performance reporting as requested.
  • Utilize web research to identify and engage appropriate contacts within organizations.
  • Conduct regular analysis of performance data to identify patterns, opportunities for improvement, and successful strategies.
• Products and Services
  • Thoroughly learn and understand Synchronize’s managed IT, cybersecurity, and technology services.
  • Speak confidently and credibly about technology with business owners and executives, translating technical concepts into clear business value.
  • Update and refine proposals and client-facing materials to best suit client needs.
• Goals & Client Relationships
  • Set ambitious growth goals, develop strategies and action plans to achieve and surpass them.
  • Foster long-term relationships with key accounts for sustained revenue growth and client retention.

• 3–5+ years of B2B sales or consultative business development experience, with knowledge of the small business sector.
• Experience in a managed services provider, IT solutions, or technology services industry is highly valued.
• Hunter mentality needed
• Consistently meets or exceeds sales quotas.
• Skilled in tele-qualifying, prospecting, and innovative marketing; adept at engaging prospects.
• Comfortable with handling inbound calls and evaluating business potential.
• Thrives in a fast-paced, dynamic entrepreneurial setting.
• Exceptional interpersonal and professional communication skills.
• Proficient in driving pipeline growth through extensive cold calling.
• Strong organizational, analytical, and problem-solving skills.
• Creative in reaching executive management.
• Independent, proactive worker with strong initiative.
• Valid driver’s license with a satisfactory MVR and reliable transportation.
• Regularly lead virtual and in-person client engagements, adapting to various communication platforms and styles.
• Collaborate with technical and service delivery…