Full job description
Description:
About us: At CIO Solutions, we’re passionate about delivering friendly, reliable managed services that help our clients navigate the complex demands of business technology. Our mission is to empower businesses with technology services that simplify operations, strengthen security, and enhance productivity—backed by lasting partnerships built on collaboration, strategy, and genuine human connection. For over 40 years, we’ve been the trusted partner for hundreds of local organizations, from law firms to manufacturers, boosting productivity and minimizing disruptions so they can focus on their goals. Our team works out of offices located in Santa Barbara, San Luis Obispo, and Fresno, CA.
About you: We love great candidates with technical chops, but we know there is more to a great fit than that. The people who thrive here share something bigger: a passion for relationships, growth, and making a difference. Do you truly enjoy putting a smile on a client’s face? Bring a collaborative attitude to every interaction? Face challenges with tenacity and a proactive, “can-do” mindset? If the answer is, “yes”, “yes” and “yes!” then we would like to hear from you.
About the job: The vCIO is responsible for serving as the primary relationship owner for assigned clients, fostering strong executive-level partnerships, and ensuring alignment between each client’s business objectives and CIO Solutions’ supported technology stack. This role requires a combination of strategic thinking, technical aptitude, relationship management, and business acumen to guide clients through their technology lifecycle and support their long-term success.
The vCIO proactively identifies and clarifies client business needs, technology requirements, and strategic objectives, translating them into actionable plans and communicating them effectively to internal cross-functional teams. The vCIO monitors client progress against established strategic goals, technology roadmaps, and performance benchmarks, providing ongoing guidance and recommendations to ensure technology investments align with business priorities. This role works out of the San Luis Obispo, CA office. Note, this role requires in-office attendance.
Compensation Package Includes:
- Competitive Salary
- Bonus structure
- PTO/sick time
- Health insurance
- Dental and vision reimbursement program
- FSA
- 401k retirement account
- Disability and life insurance
Please submit a cover letter and resume for consideration
Requirements:
Essential Duties and Responsibilities:
- Work with active customers to develop a deep understanding of their needs and translate those needs into technology plans and projects that satisfy their demands.
- Quarterly and/or Annual client check-ins/meetings to assess on-going client technology needs and technology lifecycle enhancements. Note, travel to client sites as requested by the client and/or CIO Solutions, is required
- Evaluate and generate multi-year technology roadmaps to assist client in strategic and budgetary planning.
- Establish and build trust relationship for long-term client retention.
- Cross-selling and up-selling services and solutions to existing accounts.
- Scope, quote and present projects solutions that align to client IT needs.
- Role requires technical knowledge and understanding of the solutions and ability to discuss and explain complex concepts to both technical and non-technical contacts.
- Effectively communicate features and benefits of solutions and manage expectations throughout the lifecycle of the account.
- Manage the complexity of service proposals, contracts, lease agreements and service level agreements.
- Perform sales procedures through activities and opportunities in ConnectWise and remain compliant with defined policies and procedures.
- Achieve and maintain a positive rapport with clients and work to give them the best possible service.
Additional Duties and Responsibilities:
- Attend weekly departmental meetings and update metrics for sales opportunities.
- Develop in-depth knowledge of the service catalog and how it relates to customer’s needs.
- Document internal processes and procedures related to duties and responsibilities.
- Responsible for entering time and expenses in Paylocity, Expensify and ConnectWise as needed.
- Understand processes in all internal systems and complete required training materials.
- Track all sales activities and report these activities to management.
- Provide timely guidance and assistance to other departments in service of overall client retention and satisfaction.
- Assist with internal special projects as needed.
- Approximately 25% travel required
Knowledge, Skills, and/or Abilities Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Demonstrate a high level of integrity and honesty in all interactions with co-workers, clients, and vendors.
- Technical background and previous experience in a technical role required.
- Proven track record in sales and knowledge of technology.
- Typically consulting on the following technologies – Watchguard, Palto Alto, Cisco & Juniper Switching, HP & Dell Servers, VMWare Hypervisors, Microsoft Desktop and Server OS, Microsoft 365 Services and Licensing, Microsoft Azure, Microsoft SQL Server, Crowdstrike, Citrix, & others.
- Enjoy working with customers and external audiences.
- High energy and drive with good negotiation skills.
- Strong organizational, presentation, and customer service skills.
- Strong ability to follow up on requests/issues and drive initiatives to completion.
- Skill in preparing written communications and materials.
- Interpersonal skills: telephony skills, communication skills, active listening and customer-care.
- Ability to adapt to changes quickly.
- Proficient with general office applications (MS Office Suite, Slack, Teams, Zoom, etc).
- Typing skills to ensure quick and accurate written communication.
- Self-motivated with the ability to work in a fast moving environment.
- BA/BS, preferably in information systems, business administration or related field.
- 3 years of sales or customer relations experience.