Job Description
Job Description
If you have an entrepreneurial spirit, coupled with a willingness to work hard to reach your goals, you may be a great fit as our next vCIO. By working with our small and medium business clients, you will be helping our customer-focused IT team provide world class service. Our services, reputation, and sustained company growth are all great reasons to join us. vCIOs maintain and develop company standards and best practices and work proactively toward aligning customers based on industry standards. vCIOs are also contributing members of the Technology Alignment Process (TAP) Team, assisting clients with their IT strategic roadmapping.
This position reports directly to the Sales Manager and indirectly to the Operations Director.
Duties & Responsibilities
- Understand StepUP Technology Alignment objectives, as well as the role and function of other technical team members.
- Act as the main point of contact both to the client within our organization and within our organization to the client.
- Attend all TAP (Technical Alignment Process) team meetings to collaborate and work on improving the customer TAP experience.
- Conduct and / or attend regular client tactical meetings with the TAMs (Technology Alignment Manager) as needed to keep clients updated on status.
- Attend bi-weekly TAP Team strategy meetings as a functioning member of the TAP team.
- Perform at least one unique client touch per client per month.
- Develop and maintain working knowledge of assigned customers’ environments and IT challenges.
- Keep client account information up-to-date including agreements, key contacts, and sales documents.
- Identify customer technical risk and collaborate with internal teams appropriately.
- Become a valued member of the Standards and Alignment Committee to continue to develop and refine our standards.
- Maintain training and proficiency in StepUP’s myITprocess / TruMethods processes and procedures
- Maintain a weekly vCIO playbook documenting your activities for the week.
- Develop business acumen with key contacts at client sites.
- Advise and train clients on how to use the Support Desk team outside of the proactive TAP process.
- Maintain high positive client and user satisfaction and relationships and client feedback ratings.
- Keep up to date with relevant IT developments and telecommunication systems, hardware, and software applications within the industry.
- Implement, participate, and promote Quality Assurance (QA) objectives, processes, and procedures of the Company.
- Aid in the training, mentoring and development of other vCIO staff, as assigned.
- Manage and / or generate any escalated service issues and ensure their resolution.
- Perform other appropriate duties and responsibilities as assigned by the Sales Manager or TAP team Leader.
- Adopt continuous learning and improvement processes in all aspects of the position.
Skills & Requirements
Strong written and verbal communicationStrong interpersonal skillsExcellent organizational, project management, coordination, and prioritization skillsStrong problem-solving and self-guided learning skillsShow initiative when undertaking tasks and good self-task managementCommitted to undertaking duties efficiently, with a strong attention to detailAble to work well both within the TAP team environment and independentlyHigh degree of confidentialityHigh degree of punctualityAbility to take, interpret, and follow instructionsCustomer service orientatedAbility to work with staff at all levels within the company and work in accordance with company policies and proceduresA reliable personal vehicle, valid driver’s license, car insurance and a satisfactory driving recordSuccess in previous account manager for business to business relationshipsKey Performance Indicators (KPI)
Client profitability based on gross and net margins across clients' monthly agreementsNumber of completed Technology Alignment myITprocess reviews completedNumber of completed client Strategic Business Reviews (SBR) according to the scheduled frequencyNumber of unique client touches per weekNumber of vCIO TAP hours performed% of weekly TODO assignments successfully completed on time as assigned by TAP team% and quality of assigned quarterly “ROCKS” (ROCKS are defined as shared quarterly team goals)Retention % for assigned clientsAdditional non-recurring revenue % above the Monthly Recurring Revenue (MRR)Client and staff satisfaction ratings, measured by client ratings and any direct client complaintsSatisfactory achievement of ongoing targets, goals, and objectives as set by the Sales Manager or TAP team leaderPay & Benefits
Annual salary upon hire : $60,000-70,000 DOEPaid time offRecurring performance and salary reviewsHealthcare Reimbursement401k matchTelemedicine planMileage and expense reimbursementCompany sponsored Employee Engagement programThis is a full-time, salaried position, based at our headquarters in Eugene, OR. Relocation assistance may be available for highly qualified candidates.