Develop long-term relationships with a portfolio of managed IT services clients
The person holding the Client Strategy Advisor (CSA) position will be responsible for the management and oversight of assigned DPS accounts. The CSA will act as primary contact for the assigned client accounts and in addition will be responsible for:
Preparing and submitting monthly executive summary reports to clients
Performing monthly client account review calls,
Preparing and presenting strategic quarterly business review (QBR) reports,
Creating and identifying strategic IT initiatives with clients,
Creating long term budgeting
Formulating technology roadmaps of the Client’s technology-related business systems to be in line with both industry best practices and DPS standards.
The Client Strategy Advisor (CSA) will play a crucial role in crafting and delivering comprehensive proposals for project services and providing quotes for product sales when required. Collaborating closely with our Technical Services team, the CSA works diligently to transform technology alignment obstacles into lucrative business prospects that align with clients' objectives.
DPS is focused on providing world-class service delivery methodology and the CSA’s role and duties are critical to the success of both the client and DPS. The CSA will work with sales, service, centralized services, technical operations, project and professional services teams as-well-as management and the client directly to ensure the highest service experience possible. It is vital for the CSA to adopt a strategic mindset that positions them as a trusted advisor in the eyes of their clients.
Essential Duties and Responsibilities:
New Client Onboardings
Perform and act as primary contact for new client onboardings for assigned client accounts
Ensure clients complete and return new client Onboarding Completion surveys
Perform and act as primary point of contact for assigned client accounts
Schedule and Perform Monthly strategic contact and engagements with each assigned account
Prepare strategic executive-level account overview reports quarterly for each assigned client
Prepare strategic technology roadmaps with budget projections for each assigned client that are tied to business objectives/goals.
Prepare written proposals for projects and professional services as required to meet the objectives of the
client’s technology roadmap and strategic objectives and initiatives to better align their information technology (IT) systems with industry best-practices and DPS standards.
Perform regular executive-level contact and perform strategic Quarterly Business Reviews (QBRs) with clients
Ensure clients complete and return QBR surveys
Day to Day Responsibilities
Ensure each client’s “Activities” in ConnectWise are maintained for complete accuracy and assignments
Ensure each client’s “Opportunities” in ConnectWise are maintained for complete accuracy and forecasting
Prepare & attend weekly Client Strategy Advisor (CSA) Team meetings
Prepare & attend weekly meetings with assigned Network Administrators for each assigned client accounts
Ensure that ongoing education and training is completed for Trumethods, MyITprocess, IT Glue, ConnectWise and other systems as directed by management.
Perform follow up on any Customer Thermometer client satisfaction reports that are anything less that
“Excellent” or “Good” ratings and ensure detailed documentation of outcome of follow up in ConnectWise
Other tasks as needed that may be required for overall success of DP Solutions; our clients and our work environment.
Performance Requirements:
Manage 30-40 Clients that total approximately $120,000 on Monthly Recurring Revenue (MRR)
Sell approximately 20% of Client MRR in Professional Services monthly (ie. sell $25,000 in project labor monthly)
Ensure 100% response rate on QBR Surveys
Ensure 100% response rate on Onboarding Completion Surveys
Ensure 100% completion of assigned training as directed by management (Trumethods, MyITprocess, IT Glue, ConnectWise, etc.)
Timely and accurate time sheet and expense reporting.
Timely and accurate Key Performance Indicator (KPI) worksheets reporting
Knowledge, Skills and/or Abilities Required:
Interpersonal skills: such as telephony skills, communication skills, team work, active listening and customer- care. Ability to provide empathy to clients and DPS staff.
Detail and fact oriented.
Ability to multi-task and adapt to changes quickly.
Independent, successful, experienced working with a team approach, ability to manage long-term opportunities and comfortable working with senior level executives
Ability to skillfully build lasting long-term relationships with executive management of current clients
Excellent presentation skills and professional appearance
Excellent oral and written communication skills
A professional, personable and persistent attitude that can overcome adversity
Working knowledge of Word, Excel, Outlook, and PowerPoint
Excellent knowledge and understanding of all DPS’ key IT products and services.
Understanding of support tools, techniques, and how technology is used to provide IT services.
Self-motivated and engaging.
Ability to support the five core principals of DP Solutions: Surprise & Delight; Teamwork; Own It; Our People Matter; Long Term View.
Understanding of processes within Trumethods, MyITprocess, IT Glue & ConnectWise.
Physical Requirements:
Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
Must be able to lift and carry up to 50 lbs
Must be able to talk, listen and speak clearly on telephone
Compensation/Benefits:
Salary is commensurate with experience and commissions are uncapped.
Excellent benefits.
401K / retirement planning and matching.
The fine print: Sorry, no relocation, local candidates only please.
CAREERS
