Strategic Technology Advisor (Hybrid)

(Hybrid Position: Greenwood Village/Remote)

Position Summary

The Strategic Technology Advisor is the owner of the client relationship and is accountable for client satisfaction, account growth, technology strategy, roadmap execution, and long-term business outcomes.

This role acts as a trusted advisor to executive leadership, helping clients align technology investments with business objectives, manage budgets, reduce risk, improve operational efficiency, and maximize the value of their technology investments. The Strategic Technology Advisor combines the relationship management skills of an Account Manager, the strategic vision of a vCIO, and the technical acumen of a Technical Account Manager.

While experience creating Statements of Work (SOWs) is beneficial, the primary focus of this role is client retention, account growth, strategic roadmap execution, and the ability to turn business goals into measurable technology outcomes.

Key Responsibilities

Account Growth & Revenue Management

• Own the overall health, growth, retention, and profitability of assigned client accounts.
• Develop and execute annual account growth plans aligned with client business objectives.
• Build trusted executive relationships that position Elevate as a strategic business partner.
• Identify opportunities to expand managed services, cybersecurity, cloud, compliance, infrastructure, and professional services offerings.
• Maintain a pipeline of strategic initiatives generated through roadmap discussions, business reviews, technology assessments, and risk analysis via Hubspot.
• Drive recurring revenue growth, project revenue, and service adoption within assigned accounts.
• Develop business cases and ROI analyses that help clients make informed investment decisions.
• Forecast account growth opportunities, renewal activity, and strategic initiatives.
• Partner with internal teams to position solutions that solve business challenges and create measurable value.
• Achieve account growth, profitability, and retention goals while maintaining a client-first advisory approach.

Client Ownership & Relationship Management

• Serve as the primary strategic point of contact for assigned clients.
• Establish trusted advisor relationships with executive, financial, operational, and technology stakeholders.
• Develop a deep understanding of each client’s business objectives, operational challenges, industry requirements, and growth plans.
• Lead Quarterly Business Reviews (QBRs), Strategic Business Reviews (SBRs), and executive planning sessions.
• Advocate for client needs within the organization and ensure a positive client experience.
• Drive client satisfaction, retention, and long-term partnership success.

Strategic Technology Planning

• Develop and maintain multi-year technology roadmaps aligned with business priorities.
• Align technology initiatives to organizational goals, business growth, risk reduction, compliance requirements, and operational efficiency.
• Provide strategic guidance across infrastructure, cloud, cybersecurity, communications, business applications, and digital transformation initiatives.
• Present recommendations in business terms, focusing on outcomes rather than technologies.
• Continuously evaluate client environments and identify opportunities for improvement and innovation.

Budget Planning & Financial Management

• Lead annual technology budgeting and lifecycle planning discussions.
• Assist clients in forecasting operational and capital technology expenses.
• Prioritize initiatives based on business impact, cost, risk, compliance, and return on investment.
• Help clients reduce technical debt and optimize technology spending.
• Ensure roadmap recommendations align with budget realities and business priorities.

Roadmap Execution & Strategic Initiative Oversight

• Drive execution of approved roadmap initiatives and strategic projects.
• Coordinate with engineering, PMO, security, and service delivery teams to ensure successful outcomes.
• Maintain visibility into project status, milestones, risks, budgets, and dependencies.
• Remove obstacles and escalate issues when necessary to keep initiatives on track.
• Hold internal and external stakeholders accountable for execution.

Technical & Security Advisory

• Provide high-level technical guidance across cloud, infrastructure, networking, cybersecurity, endpoint management, backup, and disaster recovery solutions.
• Identify technology risks, lifecycle concerns, security gaps, and modernization opportunities.
• Assist clients in understanding cybersecurity threats and mitigation strategies.
• Support business continuity, disaster recovery, compliance, and security maturity initiatives.
• Stay current on emerging technologies, industry trends, and best practices.

Executive Communication & Business Leadership

• Facilitate strategic planning conversations with client leadership teams.
• Present operational metrics, security posture, roadmap progress, technology recommendations, and business cases.
• Translate complex technical concepts into clear business decisions and outcomes.
• Guide executive stakeholders through technology investment decisions and prioritization activities.
• Build consensus and alignment around strategic technology initiatives.

Documentation & Planning

• Maintain accurate client documentation, strategic plans, technology roadmaps, and account records within HubSpot and other designated systems.
• Develop business cases, budgeting recommendations, and technology proposals.
• Assist in defining project requirements, scope, and strategic objectives.
• Contribute to Statement of Work (SOW) development and project planning when needed.

Required Qualifications

• 5+ years of experience in Account Management, Technical Account Management, vCIO, IT Consulting, MSP leadership, or related technology advisory roles.
• Strong business acumen with the ability to align technology decisions to business outcomes.
• Experience developing technology roadmaps, budgets, and strategic plans.
• Proven ability to build executive-level relationships and influence decision-makers.
• Demonstrated success in account growth, client retention, and consultative solution selling.
• Strong knowledge of cloud technologies, infrastructure, cybersecurity, and managed services.
• Excellent communication, presentation, and stakeholder management skills.
• Ability to manage multiple client relationships simultaneously.

Preferred Qualifications

• Experience working within a Managed Services Provider (MSP) environment.
• Experience supporting healthcare organizations, rural hospitals, regulated industries, or multi-site organizations.
• Familiarity with:
  • Microsoft 365
  • Azure
  • Cybersecurity Programs
  • Backup & Disaster Recovery
  • Network Infrastructure
  • Cloud Transformations
  • Endpoint Management
  • Compliance Frameworks
• Experience with technology assessments, lifecycle planning, and SOW development.
• ITIL, CISSP, CISM, Microsoft, or other industry certifications.

Success Metrics

Success in this role is measured by:

• Client retention and satisfaction
• Net Revenue Retention (NRR)
• Account profitability
• Annual account growth
• Recurring revenue growth
• Project and professional services revenue growth
• Strategic roadmap adoption and completion
• Technology budget accuracy and alignment
• Security and risk reduction improvements
• Executive stakeholder engagement
• QBR/SBR effectiveness
• Technology maturity improvements
• Overall client health and engagement

Ideal Candidate

A business-minded technology leader who thrives on building executive relationships, solving business challenges, and helping clients achieve their goals through strategic technology planning.

This individual takes ownership of client outcomes, drives account growth through trusted advisory leadership, and successfully bridges the gap between business strategy and technology execution.

Core Mission: Own the client relationship, drive account growth, align technology with business objectives, and ensure every technology investment delivers measurable business value.