Integris

Manager

• Uphold and promote Integris core values in all activities, fostering a cohesive and collaborative culture within the service desk team and across departments.
• Lead, mentor, and manage service coordinators, technicians, and team leads.
• Manage the teams performance to meet departmental Key Performance Indicators (KPIs) and ensure high-quality service delivery.
• Conduct regular 1-on-1 meetings and annual performance evaluations to assess individual and team progress against KPIs and objectives.
• Manage team scheduling to meet clients demands, manage time and attendance, and approve timesheets.
• Provide ongoing training, professional development, and career path guidance.
• Take ownership of team performance and success, setting clear goals and expectations, and ensuring the team delivers results consistently.
• Collaborate with the Customer Experience (CX) team to address service quality concerns and implement action plans based on feedback and performance reviews.
• Work closely with the Field Services team to ensure effective collaboration and resource allocation for on-site support, maintaining service excellence and efficiency.
• Review processes, procedures, systems, and tools to recommend process improvements, efficiency gains, and increased quality of service.
• Manage time and attendance.
• Ensure processes and procedures are followed, kept up-to-date, and that time records and client documentation are accurate.

Manager, Service Delivery

Account Executive

• Develop and maintain a robust pipeline of qualified opportunities through outbound prospecting, referral generation, networking, and lead follow-up.
• Conduct discovery calls and meetings to understand business challenges, technical requirements, and stakeholder priorities.
• Qualify prospects based on budget, authority, need, and timing or similar frameworks.
• Develop and present proposals, including ROI models and solution overviews, that align with customer objectives and Integris service offerings.
• Partner with CX and internal teams to scope and price tailored technology solutions.
• Own the sales process from initial contact through close, with consistent follow-up and clear next steps throughout the cycle.
• Accurately track all prospecting, opportunity, and sales activity in ConnectWise or other CRM platforms.
• Meet or exceed monthly and annual sales quotas and KPIs related to pipeline growth, conversion rates, and client acquisition.
• Participate in team meetings, training sessions, and sales reviews to continuously improve sales effectiveness and stay current on product knowledge.
• Maintain professional expertise by studying industry trends, customer needs, and competitive positioning.

Solutions Engineer

• The Senior Solutions Architect provides advanced technical leadership and strategic solution design across the Professional Services organization.
• Responsible for defining and governing architectural standards, leading enterprise-scale solution initiatives, and serving as a top-tier advisor to clients and internal teams.
• Engage in complex, multi-technology solution design, provides executive-level consultation, and mentors other architects and engineers.
• Lead design of complex, multi-site, multi-domain, or compliance-driven architectures across cloud, security, networking, and infrastructure.
• Drive roadmap discussions and contribute to the development of new services and technical offerings.
• Serve as a trusted advisor to executive stakeholders on technology direction, risk, and strategy.
• Provide architectural oversight during large, enterprise-scale projects and multi-phase transformations.
• Collaborate with sales to conduct assessments and provide recommendations for project scope and labor estimates.
• Develop comprehensive professional services pricing, statements of work, proposals, and task lists.
• Review and improve technical delivery standards, project documentation, and process automation.

Senior Solutions Architect

• Assist in or communicate project milestones with project management, client, and internal service teams.
• Support and execute tasks related to: Exchange and SharePoint migrations lead planning and execution, troubleshoot issues, and optimize configurations.
• Tenant-to-Tenant and Azure infrastructure migrations design migration strategies, implement secure configurations, and validate performance.
• Networking fundamentals configure VLANs, firewalls, and switches; diagnose and resolve advanced connectivity issues.
• Virtualization technologies manage VMware and Hyper-V environments, including resource optimization and failover planning.
• Domain controllers and file share migrations own Active Directory restructuring and file share migrations with minimal downtime.
• Onboarding processes serve as escalation point for account setup and ensure compliance with security standards.
• Maintain and develop skills matrix competencies as defined by manager.
• Maintain project client satisfaction in line with company goals.
• Consults and works closely with project managers, clients, and co-workers to ensure successful implementation of technology solutions.
• Ensure project tasks/deliverables are completed and client technical needs are met; sometimes utilizing specialist resources while maintaining project ownership.
• Collaborate with co-workers and serve as technical resource to resolve any problems/situations that may arise, serving as a mentor and highest escalation point to all technical Professional Services resources.
• Creates standards for systems requirements while also developing automation and process improvements.
• Document all aspects of technical work to provide appropriate information for client billing and ongoing support.
• Ensure project deliverables meet quality standards.
• Lead the development and documentation of project deployment standards.
• May require business travel locally or nationally up to 20% of time to facilitate project implementation.

Solutions Engineer II

• Manage assigned customer base fulfilling contractual obligations and providing exceptional service.
• Develop and expand relationships within assigned customer accounts.
• Identify additional opportunities to cross-sell Integris Financial Institution Division services within assigned existing accounts.
• Responsible for managing opportunities and keeping pipeline updated in ConnectWise.
• Work closely with the Business Development team to acquire new business.
• Research products for proposals to identify best hardware and software for each clients needs.
• Monitor Key Performance Indicators for all assigned clients.
• Work with vendors and partners to stay updated on current products and promotions.
• Work closely with new AAMs & AMs and help train when necessary.
• AEs participate in various teams to develop ideas to improve processes, create new service offerings, improve customer experience, etc.
• Consistently improve technical, personal and professional skills.
• Perform any other duties as assigned.