Client Strategy

# vCIOThe vCIO leads strategic client conversations, QBRs, lifecycle planning, budget guidance, risk prioritization, and standards alignment between technical teams and business leaders.

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Salary:
$100k-$140k

Location:

Phoenix/East Valley, AZWork mode:
Hybrid Employment:
Full-time Seniority:
Senior

Reports to:

Founder / Leadership Team Posted:
Role scope## What this role owns.

Turn support history, lifecycle risk, security priorities, and budget tradeoffs into practical client roadmaps.

Velocity work is grounded in local managed IT delivery:
Microsoft 365, Active Directory, Entra , Intune, Sonic Wall/Fortinet/Ubiquiti, backups/DR, QBRs, ticket queues, onboarding, standards alignment, and white-glove support for Phoenix and East Valley businesses.## Responsibilities
* Lead QBRs and roadmap meetings for managed services clients.
* Translate ticket trends, security gaps, backup posture, licensing, and lifecycle needs into prioritized recommendations.
* Partner with engineering, account management, and projects to keep client standards aligned.
* Prepare budget ranges, sequencing, business impact, and decision-ready summaries for client leaders.
* Identify retention risk, service gaps, and strategic opportunities before they become client frustration.## Must-have qualifications
* Experience advising SMB leaders on IT priorities, budget, risk, and lifecycle planning.
* Strong understanding of managed IT operations, Microsoft 365, security basics, backup/DR, and infrastructure lifecycle.
* Confident executive communication and meeting facilitation.
* Ability to convert technical findings into clear business decisions.## Nice-to-have experience
* MSP vCIO, TAM, account strategy, or senior consulting experience.
* Experience with Q  scorecards, risk registers, budget planning, and standards roadmaps.
* Comfort discussing identity, endpoint, backup, firewall, and cloud risks at an executive level.## Helpful certifications
* ITIL Foundation
* Microsoft 365 Fundamentals
* Security+
* Project Management Professional or equivalent experience## Compensation and benefits $100k-$140k
* Visible compensation band before interviews
* Local Phoenix and East Valley client base
* Documentation-driven MSP operating standards
* Practical exposure to Microsoft 365, identity, network, backup, and security operations
* Structured hiring process with role-specific expectations

Interview stages## How we evaluate fit.
1. ### Recruiting screen
2. ### Client strategy conversation
3. ### Q  presentation exercise
4. ### Leadership conversation

Hiring scorecard## What good looks like.
* Executive communication
* Roadmap clarity
* Business-risk prioritization
* Cross-team alignment

Screening questions## Questions you will see in the application.
1. How do you handle a client who understands risk but resists budget decisions?2. What inputs belong in a useful Q  for a Phoenix SMB?3. How do you keep technical recommendations practical instead of overwhelming?## Remote, relocation, and visa expectations

Unless a role explicitly states otherwise, positions are intended for candidates currently authorized to work in the United States. Relocation assistance and visa sponsorship are not assumed and will only be offered where the job posting specifically says so.

Application## Apply for vCIO.Use these fields to organize the details Velocity needs, then submit the application details or apply by email through the official company mailbox.

We do not make job offers by text message, social media DM, or personal email, and we never ask candidates to send money or purchase equipment.
Contact details  Application materials  Eligibility and timing  Role screening These are the fields Velocity expects for recruiting follow-up. Use official company channels for any submitted materials.

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