Technology Strategist (vCIO)

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

• Provide strategic guidance related to data governance, cybersecurity, privacy, and regulatory compliance.
• Advise clients on data classification, retention, ownership, lifecycle management, and governance best practices.
• Assist clients in preparing for applicable frameworks including HIPAA, HITECH, CMMC, NIST, CIS Controls, PCI-DSS, and SOC 2.
• Present compliance and cybersecurity risks to executive stakeholders using business-focused language.
• Support governance, risk, and compliance maturity initiatives.

Emerging Technology & Business Risk

• Evaluate emerging technologies and their applicability to client environments.
• Balance innovation with operational stability and risk management.
• Identify and communicate business, operational, security, and compliance risks.
• Develop strategic remediation plans and risk mitigation roadmaps.

JOB REQUIREMENTS

Education and Experience

• 10+ years of experience in technology strategy, consulting, managed services, or IT leadership.
• Demonstrated success advising executive leadership teams on technology strategy.
• Experience developing strategic roadmaps and technology budgets.
• MSP experience strongly preferred.
• Bachelor's degree in Computer Science, Information Systems, Business, or related field preferred.
• MBA or advanced degree is a plus.

Technical Knowledge

• Microsoft 365, Azure, Entra ID, Intune, and cloud platform architecture.
• Cybersecurity frameworks and infrastructure lifecycle management.
• Business continuity and disaster recovery planning.
• Strong understanding of governance, compliance, and risk management principles.

Areas of Expertise

• Data Governance and Information Protection.
• Compliance program development across HIPAA/HITECH, CMMC/NIST 800-171, CIS Controls, PCI-DSS, and SOC 2.
• Microsoft Purview, data classification, and information lifecycle management.
• Executive advisory services and technology budgeting.
• Business continuity, disaster recovery, and technology lifecycle planning.

Personal Qualities

• Strategic thinker who aligns technology investments with measurable business outcomes.
• Strong executive presence and communication skills.
• Risk-aware leader who balances innovation, security, compliance, and operational efficiency.
• Trusted advisor who builds long-term client relationships.
• Critical thinker who evaluates business, technical, governance, and compliance considerations before making recommendations.