Client Advisor

Client Advisor role at Synoptek

Synoptek is a Managed Services Provider delivering strategic IT leadership and hyper-efficient IT operational support to a global client base. We grow through innovation and excellent customer service.

The Client Advisor (CA) is the primary point of contact for a portfolio of key customers, ensuring their satisfaction and retention through exceptional service delivery. The CA builds and maintains strong relationships, understands their needs, and acts as an advisor. The CA creates solutions to meet customer needs and supports technical teams to ensure solutions are effectively executed.

• Customer & Sales Management
  • Act as the primary point of contact and build strong relationships by establishing trust, rapport, and understanding unique business needs and objectives.
  • Identify and pursue new business opportunities by staying informed of client business needs, conducting market research, and understanding industry trends.
  • Manage client expectations and deliver exceptional service by consistently meeting or exceeding client expectations and addressing client concerns promptly.
  • Continuously measure and evaluate client satisfaction by gathering feedback and metrics, analyzing results, and implementing improvements as needed.
  • Proactively manage and renew contracts by ensuring client satisfaction with the service and outcomes, and identifying opportunities for upselling and cross‑selling.
  • Create and maintain accurate client records and account information by keeping track of client interactions, noting important details, and following up on action items.
  • Work closely with internal teams to ensure client needs are met by facilitating communication and collaboration among cross‑functional teams.
  • Lead client presentations and negotiations by effectively communicating the value proposition and addressing objections to close sales deals.
  • Conduct periodic reviews of delivered services by scheduling regular meetings to evaluate effectiveness, gather feedback, and identify areas for improvement.
• Operational Delivery
  • Assist in the development and maintenance of service delivery protocols by providing input and recommendations for procedures and guidelines, ensuring consistency and quality of service delivery that meets customer expectations.
  • Provide support in the monitoring and reporting of service level agreements (SLAs) by assisting in tracking service delivery metrics and suggesting corrective actions as needed.
  • Collaborate with and provide guidance to the service delivery team to ensure alignment with customer expectations.
  • Identify potential operational risks and recommend mitigation strategies to minimize disruptions to service delivery.
  • Contribute to continuous improvement of the operational delivery process by sharing feedback and data analysis to implement improvements to increase efficiency and reduce costs.
  • Assist in ensuring compliance with regulatory requirements and industry standards by providing guidance on relevant regulations and standards and offering suggestions to maintain compliance.
• This job description is not designed to be a comprehensive list of the duties and responsibilities required. Duties, responsibilities, and activities may change at any time with or without notice.

• Advanced degree in Computer Science or Business Administration from an accredited college or university (preferred).
• Current certifications in relevant technology fields (a plus).

• At least 5 years of experience in a leadership role focused on IT projects and teams (customarily).
• At least 5 years of experience as a CIO or senior technology consultant (customarily).
• Experience identifying and pursuing new business opportunities and driving business growth (a plus).
• Strong understanding and hands‑on experience with multiple technologies, specifically in cloud computing, networking, cybersecurity, and artificial intelligence (a plus).
• Experience leading and managing technology teams with a track record of successful project management and delivery in fast‑paced environments (preferred).
• Experience as a business leader with deep understanding of business…