Client Strategy Advisor

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
• Schedule and Perform Monthly strategic contact and engagements with each assigned account

Ongoing Client Engagement

• Ensure assigned clients receive monthly executive summary reports
• Prepare strategic executive-level account overview reports quarterly for each assigned client
• Create and identify strategic IT initiatives with clients
• Create long term budgeting
• Create 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 1 on 1 Client Strategy Advisor (CSA) individual account review meetings
• Prepare & attend weekly meetings with assigned Network Administrators for each assigned client accounts
• Perform follow up on any Customer Thermometer client satisfaction reports that are anything less than “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
• Able 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
• Able 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

Benefits

Salary is commensurate with experience.
Excellent benefits.
401K / retirement planning and matching.

The fine print

Sorry, no relocation, local candidates only please.
Submit your resume and contact information below to apply for this position.