WORK ENVIRONMENT
This is a full-time, on-site role based at USM Technology headquarters in Allen, TX. Occasional client site visits and travel may be required. Mileage reimbursement is provided for all business-related travel.
ABOUT US
USM Technology is a mid-size, fast-growing Managed Services Provider (MSP) dedicated to delivering high-impact, strategic technology solutions to clients across multiple industries. We are a Kaseya and Microsoft partner operating on the TruMethods framework, focused on delivering operational excellence and measurable outcomes for our clients.
Our clients rely on us as their trusted technology advisor. The Technology Strategist is the cornerstone of that relationship.
ROLE SUMMARY
The Technology Strategist (vCIO) serves as the primary strategic technology advisor for assigned client accounts, responsible for leading technology roadmap development, business alignment, governance, risk management, and Quarterly Business Reviews in accordance with the TruMethods framework. This senior role bridges the gap between long-term business goals and technology strategy, ensuring clients are prepared to meet current and future business demands. Success is measured by client retention, roadmap adoption, QBR completion, and measurable improvements in technology alignment and compliance maturity.
RESPONSIBILITIES
Client Technology Strategy
- Design and maintain multi-year technology roadmaps aligned with client business goals.
- Align technology investments with measurable business outcomes.
- Incorporate cloud, cybersecurity, automation, AI, and digital transformation initiatives where appropriate.
- Develop lifecycle replacement strategies and budget forecasts.
- Assist clients with annual budgeting and strategic technology planning.
Client Relationship Management & Advisory
- Serve as the primary strategic advisor to client executive leadership.
- Lead Quarterly Business Reviews (QBRs), strategic planning sessions, and roadmap discussions.
- Build and maintain trusted advisor relationships across assigned client accounts.
- Communicate complex technology concepts in business terms that resonate with non-technical executives.
- Educate clients on technology as a business enabler rather than a cost center.
Technology Governance & Strategic Alignment
- Establish and maintain technology standards and governance practices for assigned clients.
- Collaborate with Technology Standards Engineers (TSEs) to translate alignment findings into strategic recommendations.
- Review technology alignment assessments and prioritize remediation initiatives.
- Ensure technology investments support long-term business objectives.
- Evaluate vendors, platforms, and solutions to ensure alignment with business and technical requirements.
Data Governance, Risk & Compliance