Technology Advisor
in San Bernardino County

Technology Advisor

$75,000 – $100,000


Location: Rancho Cucamonga, CA


  • Position is part of the client services department and works closely with all other departments to ensure a successful client experience
  • Primary objective of this position is to develop business relationships with Company’s managed services clients.  The objective is to assist in guiding our customer’s technology strategy and vision by becoming a trusted technical advisor
  • Responsible for ensuring client satisfaction with regards to strategic planning, long term strategy
  • Responsible for maintaining a relationship with C-Level executives and decision makers

The Technology Advisor will maintain a consistent on-site schedule to provide the following services:

  • Regular onsite Information Technology reviews with their client base
  • Consistent participation in client strategy meetings and huddles
  • Develop an understanding of Company client base to help develop technology vision
  • Consistent communication and planning with client base through huddle and Technology Advisor touch process
  • Develop and maintain technology budgets
  • Identify business risks and develop solution strategies with Primary Engineers & Architects

Essential Duties and Responsibilities

  • Technology Advisor will be responsible for client interaction and account ownership.  Regular open communication is required for success.  Technology Advisor is not responsible for addressing technical issues faced by the client but is responsible for making sure the issues have been handed off to the appropriate support team and are addressed
  • Regular onsite visits are required across the Company client base.  During this onsite visit the Technology Advisor is required to address Technology Summary Plan, Annual Budgets, Initiative Planning, Industry Updates, and Strategic Advancement
  • Through the IT Review Process, project work will present itself.  Technology Advisor is responsible for delivery of technology options.  The Technology Advisor must maintain awareness of current project status, however, is not responsible for project coordination
  • The Technology Advisor is responsible for keeping day to day accountability metrics updated.  This would include Technology Advisor playbooks, daily activity reporting, weekly accountability worksheets, and Monthly Team Accountability worksheets
  • The Technology Advisor will be responsible for regularly review of client issues and tickets with Primary Engineers and Architects.  Technology Advisor is not responsible for fixing technical issues, however, is responsible for assisting in the issue identification process and resolution strategy planning
  • Technology Advisor will be responsible for attending Company huddles and meetings on a daily, weekly, and monthly basis
  • The Technology Advisor will be responsible for participating in an integrated team of service delivery professionals. Working within this team approach is critical to the success of this position.  Communication between and across teams is critical to providing the client with a superior service experience

The following duties and responsibilities are essential for this position:

  • Maintain a consistent on-site meeting schedule for all managed service clients
  • Maintain consistent communication to the client; interface with senior members of the client organization as necessary
  • Set and manage client expectations
  • Review and suggest improvements to procedures that document best practices and planning sessions with Network Administrators and Technology Architects
  • Use of Accent, Technology Advisor Touch, Technology Advisor Huddle, and IT Review Documentation
  • Communicate status of open strategy items consistently and effectively
  • Review all open projects with the client; deliver new project proposals as necessary with assistance of Primary Engineers and Architects

Qualifications and Requirements:

Education and Soft Skills

  • Bachelor’s Degree or higher strongly preferred in Information Systems & Technology and/or Business Administration
  • Account management & business process experience required
  • 5+ years of experience in IT/IS related field
  • Experience working in a fast-paced technology environment
  • High comfort level with face to face interaction with senior leadership positions
  • Excellent oral and written communication skills
  • Strong ability to manage time effectively in a dynamic environment
  • Good analytic and problem-solving skills
  • Ability to work independently with minimal supervision
  • Ability to work successfully with an integrated support team

Preferred Qualifications/Certifications

  • Current technical sales certifications with one or more of the following: Microsoft, VMware, Toshiba, WatchGuard Technologies & Xirrus
  • Current compliance certifications with any of the following: HIPPA, PCI Compliance, SOX, or Itil

Performance Requirements:

  • Maintains knowledge required to perform the Technology Advisor position. Continuously increases knowledge in fields of technology and business process
  • Works effectively with other members of the organization to understand client issues and in turn relay the risks to decision makers
  • Participates in daily huddles and weekly team meetings with Technology Advisor staff
  • Effectively escalates C Level concerns and follows-up to make sure that the client is satisfied
  • Participates in developing procedures and suggesting improvements to existing procedures
  • Documents all contact with the systems or clients in the trouble-ticketing application and updates all information within the client knowledge base as appropriate


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