Client Strategy
vCIO
The vCIO leads strategic client conversations, QBRs, lifecycle planning, budget guidance, risk prioritization, and standards alignment between technical teams and business leaders.
Role scope
What this role owns.
Turn support history, lifecycle risk, security priorities, and budget tradeoffs into practical client roadmaps.
Velocity work is grounded in local managed IT delivery: Microsoft 365, Active Directory, Entra ID, Intune, SonicWall/Fortinet/Ubiquiti, backups/DR, QBRs, ticket queues, onboarding, standards alignment, and white-glove support for Phoenix and East Valley businesses.
Responsibilities
- Lead QBRs and roadmap meetings for managed services clients.
- Translate ticket trends, security gaps, backup posture, licensing, and lifecycle needs into prioritized recommendations.
- Partner with engineering, account management, and projects to keep client standards aligned.
- Prepare budget ranges, sequencing, business impact, and decision-ready summaries for client leaders.
- Identify retention risk, service gaps, and strategic opportunities before they become client frustration.
Must-have qualifications
- Experience advising SMB leaders on IT priorities, budget, risk, and lifecycle planning.
- Strong understanding of managed IT operations, Microsoft 365, security basics, backup/DR, and infrastructure lifecycle.
- Confident executive communication and meeting facilitation.
- Ability to convert technical findings into clear business decisions.
Nice-to-have experience
- MSP vCIO, TAM, account strategy, or senior consulting experience.
- Experience with QBR scorecards, risk registers, budget planning, and standards roadmaps.
- Comfort discussing identity, endpoint, backup, firewall, and cloud risks at an executive level.
Helpful certifications
- ITIL Foundation
- Microsoft 365 Fundamentals
- Security+
- Project Management Professional or equivalent experience
Interview Process
Two simple steps.
Phone interview
In-person interview
Hiring criteria
What matters.
- Executive communication
- Roadmap clarity
- Business-risk prioritization
- Cross-team alignment
Application
Apply for vCIO.
Complete the required fields and upload your resume. When you submit the form, Velocity's web server will send your application directly to our hiring manager.
We do not make job offers by text message, social media DM, or personal email, and we never ask candidates to send money or purchase equipment.
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