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 stages
How we evaluate fit.
Recruiting screen
Client strategy conversation
QBR presentation exercise
Leadership conversation
Hiring scorecard
What good looks like.
- Executive communication
- Roadmap clarity
- Business-risk prioritization
- Cross-team alignment
Screening questions
Questions you will see in the application.
- How do you handle a client who understands risk but resists budget decisions?
- What inputs belong in a useful QBR for a Phoenix SMB?
- How do you keep technical recommendations practical instead of overwhelming?
Remote, relocation, and visa expectations
Unless a role explicitly states otherwise, positions are intended for candidates currently authorized to work in the United States. Relocation assistance and visa sponsorship are not assumed and will only be offered where the job posting specifically says so.
Application
Apply for vCIO.
Use these fields to organize the details Velocity needs, then submit the application details or apply by email through the official company mailbox.
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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