Senior Account Manager (vCIO)

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 on‑boarding phase through to quarterly and annual reviews.

Responsibilities

• Manage a book of business; meet regularly with clients from initial onboarding through quarterly and annual reviews.
• Create and deliver IT strategies and budgets, proposals and quotes to clients.
• Achieve overall client satisfaction and retention.
• Recommend solutions that match clients’ business goals and objectives.
• Ensure clients’ technology is aligned with corporate goals.
• 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.
• Manage and renew clients’ contracts.
• Ensure sales opportunities are updated, accurate, and ready for the weekly sales meeting.
• Enter SQLs, MQLs, FTAs and customer meeting activities into the CRM system and keep data up to date for the weekly sales meeting.
• Collaborate with alignment engineers to review and update the customer roadmap and IT strategy.
• Stay up to date with the latest IT, cyber, hardware and compliance standards.
• Work with the Sales Director to win new business.

Education

• College degree (three‑year college or technical school) preferred. Field of study: business, marketing or related technical field is an advantage.

Experience

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

Skills

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

Certifications

IT industry certifications are preferred, specifically Microsoft and Azure.

Driver’s License

Required if residing in Ireland.

Key Metrics

• Sales revenue.
• Customer acquisition rates.
• Customer retention rates.
• Sales forecasting accuracy.
• Activity tracking (customer meetings), SQLs and FTAs.
• Escalation tracking.

Benefits

• 25 days annual leave plus public holidays.
• One extra day off for birthday leave.
• Company pension scheme.
• Employee Assistance Programme (EAP) for wellbeing support.
• Global team activity challenges.
• Unlimited access to Pluralsight for continuous development.
• Real opportunities to grow, including international progression.

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