Senior Account Manager; vCIO

Role Overview

The Customer Relationship Advisor will manage and take ownership of a sizeable book of business and meet face‑to‑face regularly with each client, starting from the initial onboarding phase through to quarterly and annual reviews.

• Manage a book of business; meeting regularly with clients from initial onboarding through quarterly and annual reviews.
• Creating and delivering IT strategies and budgets, proposals and quotes to clients.
• This is an activity driven role that will be measured on overall client satisfaction and retention.
• Recommending solutions to clients that match their business goals and objectives.
• Ensure that the client’s technology is aligned with corporate goals and objectives.
• Establish an overall long‑term IT strategy and vision for clients and communicate that strategy to C‑level executives.
• Take ownership of client issues and initiatives; represent client interests to internal teams.
• Ensure customer contracts are managed and renewed.
• Ensure sales opportunities are updated and accurate and ready to be presented in the weekly sales meeting.
• Ensure SQLs, MQLs, FTAs and customer meeting activities are inputted into the CRM system and are up to date for the weekly sales meeting.
• Work with the alignment engineers to review and update the customer’s roadmap and IT strategy. Every customer must have a roadmap with opportunities created within the CRM system to reflect the customer roadmap. It is the responsibility of the Customer Relationship Advisor to ensure those opportunities are in the CRM system and the roadmap is outlined to customers during strategic meetings.
• Work with the alignment engineers to review and update the customer’s roadmap and IT strategy.
• Keep up to date with the latest IT cyber, hardware and compliance standards.
• Work with the Sales Director to win new business.

• College Degree (Three‑year college or technical school) Preferred, Field of Study:
  Business, Marketing or related technical field is an advantage.

• Minimum 3 years’ experience in a Customer Relationships Advisor or similar role.

• Experienced consulting for small and medium sized businesses.
• Broad knowledge of IT best practices in SMB market.
• Experience working directly with C‑level executives.
• Experience establishing long‑term IT strategy.
• Consultative selling experience.
• CRM system management.

• IT industry certifications are preferred, specifically Microsoft and Azure.

Required if residing in Ireland.

• Sales revenue
• Customer acquisition rates
• Customer retention rates
• Sales forecasting accuracy
• Activity tracking (customer meetings) plus SQLs and FTAs
• Escalations tracking

• Time Off: 25 days annual leave plus public holidays.
• Birthday Leave:
  One extra day off to celebrate.
• Company Pension Scheme.
• Employee Assistance Programme (EAP) for wellbeing support.
• Ekc Olympics:
  Global team activity challenges.
• Unlimited access to Pluralsight for continuous development.
• Real opportunities to grow, including international progression.