At XPERTECHS, Client Technology Advisors play a role in client success that is both vital and dynamic. There are two main aspects of their responsibilities. One is to guide the client along their technology journey. The other is to act as a conduit of information between the client and the different XPERTECHS teams that support the organization’s IT systems. This makes Client Technology Advisors indispensable in ensuring IT systems are not just up-to-date and secure but are also advancing the client’s business strategy in meaningful ways.

What do Client Technology Advisors do? They work closely with Client Success Managers and the client Strategy group to ensure each client gets the best service, support, and experience possible. This role interacts with all XPERTECHS teams to provide support, insight and understanding of client technology.

A Comprehensive Skill Set

Client Technology Advisors require a unique mix of technical expertise and interpersonal skills. They must be well-versed in diverse technologies and their integrations while excelling in communication, capable of engaging with stakeholders across various levels — from talking business strategy with CEOs, to explaining the intricacies of an IT network with a service desk technician.

Onboarding and Beyond

When XPERTECHS signs on a new client, the Client Success Team is in charge of the onboarding process. They scope out the client’s IT network and document it to prepare it for support. While they are doing this, they’re evaluating the IT environment for risks that need to be addressed and for opportunities for improvement.

The interactions that the Client Technology Advisor and Client Success Team has with the client during onboarding also sets the tone for the relationship. As they get to know the network, they’re asking questions to help them understand the client’s operations at the same time.

Everything they learn is documented so that it can be shared with the team and the Client Technology Advisor builds their understanding of how the client operates and serve their customers.

Engaging Client Interactions

Beyond initial engagements, Client Technology Advisors hold regular meetings with clients, developing technology roadmaps in conjunction with XPERTECHS vCIOs. These interactions are crucial for keeping a pulse on the client’s business, preempting issues, and capitalizing on opportunities to leverage technology strategically.

When they meet with clients, they’re not only discussing the status of current projects and new things that are coming up, but they continue to ask questions about how things are going at client companies. These questions open up conversations that enable XPERTECHS to identify and address issues before they turn into big problems, or opportunities to enable better utilization of technology.

The ability to ask the right questions stems from the Client Technology Advisors thorough understanding of technology paired with a curious mind. They are adept at gathering critical information, organizing it, and sharing their insights with both the client and XPERTECHS teams.

Client Engagements and Navigating Change

Proactive Client Engagements: Ensure clients are consistently informed and supported, emphasizing open communication. Through biweekly or monthly meetings, they educate clients on new standards and technologies, reinforcing the partnership.

Bridging New Technologies and Business: Introduce clients to emerging technologies, illustrating their role in not just maintenance but proactive enhancement of IT capabilities.

Navigating Rapid Changes: The environment Client Technology Advisors operate in is dynamic. They adapt as technology evolves and client companies change.

Strengthening Core Value through Service: Client Technology Advisors aim to make clients more successful. They refine and implement new processes to improve IT operations, emphasizing the core value proposition of technology alignment.

Client Technology Advisors Play a Pivotal Role in Client Success

Client Technology Advisors at XPERTECHS have a tangible impact on client success. They act as advisors, educators, and innovators, bridging the gap between current IT infrastructures and future needs. Their role is central to transforming technology from a support function to a strategic asset, driving business growth and operational excellence.

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