Technology Account Advisor - Healthcare

Description

The Technology Account Advisor is responsible for building and maintaining strong, long-term relationships with a portfolio of healthcare clients, ensuring each client’s technology strategy is aligned with business objectives, regulatory requirements, and organizational standards.

This role provides strategic account management through performance reporting, technology and project planning, budgeting support, and ongoing strategic guidance. Technology Account Advisors develop a deep understanding of how each client leverages technology to support day-to-day operations, long-term growth, and risk management.

The Technology Account Advisor operates as a strategic advisor and coordination point between the client, internal service delivery teams, and organizational leadership, while coordinating as needed with internal support functions such as Accounting. Success in this role depends on strong cross-functional collaboration to ensure seamless execution, consistent communication, reduced escalations, and a high-quality client experience.

This position is not a primary ticket owner, project engineer, or quota-carrying sales role.

SPECIFIC RESPONSIBILITIES: Other duties may be assigned to meet business needs

Key Responsibilities
Other duties may be assigned to meet business needs.

Client Relationship & Strategic Alignment

• Own the primary strategic relationship for assigned healthcare clients, building trust through regular calls, onsite visits, and executive-level engagement.
• Develop a deep understanding of each client’s business operations, priorities, risks, and technology dependencies.
• Serve as a trusted advisor, aligning technology decisions to business outcomes, compliance requirements, and lifecycle best practices.
• Act as a senior escalation point for client concerns, coordinating resolution across internal delivery teams.

Technology Roadmapping & Budget Planning

• Create, maintain, and present 3–5 year technology roadmaps aligned to client business goals, regulatory needs, and organizational standards.
• Develop accurate budgetary estimates for roadmap initiatives, refresh cycles, licensing, and professional services.
• Proactively adjust roadmaps based on changes in client priorities, risk posture, or technology direction.

Quarterly Business Reviews (QBRs)

• Lead Quarterly Business Reviews with client executive and operational stakeholders.
• Present roadmap progress, completed initiatives, service performance trends, risks, and upcoming recommendations.
• Deliver board-level presentations that clearly communicate strategy, financial planning, and measurable outcomes.
• Create, track, and follow up on action items derived from QBRs, coordinating with appropriate teams to ensure timely completion. 

Reporting & Account Health

• Review and deliver monthly and quarterly reporting, including executive summaries, KPIs, account health indicators, and growth opportunities.
• Monitor trends in support, projects, and escalations; proactively identify and mitigate risks.
• Provide structured feedback to internal leadership regarding service delivery quality and improvement opportunities.
• Facilitate monthly billing cycle communications and coordinate billing questions or disputes with clients and internal finance teams to improve invoice clarity and alignment.

Opportunity Identification & Presales Collaboration

• Identify and qualify opportunities within existing accounts based on roadmap gaps, lifecycle needs, and evolving business requirements.
• Partner with Project Engineers to perform opportunity assessments and develop supporting proposals.
• Scope and quote standard roadmap initiatives; collaborate on complex initiatives to ensure accuracy, completeness, and feasibility.
• Support contract finalization and handoff in coordination with Sales and leadership; this role does not carry an individual sales quota.
• Lead formal due diligence technology assessment efforts when required by performing the majority of data collection, analysis, and documentation, while leveraging Project Engineers for advanced technical validation and complex engineering considerations in support of due diligence documentation, proposal development, and project recommendations.

Onboarding & Cross-Team Collaboration

• Participate in client onboarding to establish credibility, reinforce expectations, and ensure early strategic alignment.
• Collaborate closely with Support, Project Engineers, Security, and Service Delivery teams to ensure seamless execution.
• Contribute to the continuous improvement of SOPs, documentation standards, and cross-team processes.

Continuous Improvement & Industry Awareness

• Stay current on emerging technologies, vendors, and healthcare IT trends.
• Build knowledge of industry-specific technologies relevant to assigned customer verticals.
• Ensure ongoing alignment between client environments, organizational standards, and industry best practices.

Requirements

Required Qualifications

• Bachelor’s degree in Computer Science, Information Technology, or equivalent practical experience.
• 5+ years of experience managing IT client relationships within an MSP, healthcare IT, or similar services-driven environment.
• Strong understanding of healthcare IT environments and regulatory considerations (HIPAA, security best practices).
• Demonstrated experience leading executive-level conversations, QBRs, and strategic planning discussions.
• Ability to translate technical concepts into clear business value and recommendations.
• Excellent written and verbal communication skills, including executive and board-level presentation capability.
• Strong organizational skills with the ability to manage multiple priorities under non-negotiable deadlines.
• Proven ability to collaborate cross-functionally and influence outcomes without direct authority.
• High level of professionalism, discretion, and dependability.

Preferred Experience

• Experience working with Ambulatory Surgical Centers or similar healthcare organizations.
• Familiarity with Microsoft 365, Azure, cloud infrastructure, security, and lifecycle management.
• Experience collaborating with Project Engineers, Solutions Architects, and Service Delivery leadership.
• Exposure to budgeting, forecasting, and multi-year IT planning.
• Fundamental training or certifications in related technologies and skills such as Microsoft 365, Meraki, healthcare IT systems, executive presence, emotional intelligence, and executive-level reporting and presentations.

Benefits

GROUP HEALTH INSURANCE:  After a 30-day waiting period, full-time employees (who work at least 30 hours per week) and their dependents, are eligible to enroll in health benefits utilizing the Cigna network. Health options include a choice of 2 PPO plans or a High Deductible Health Plan with employer contributions to a Health Savings Account (HSA). In addition, Dental benefits are available through Mutual of Omaha as well as a Vision PPO plan utilizing the EyeMed network. Proven also offers voluntary worksite benefits including critical illness, hospital indemnity, accident coverage, short-term disability insurance, supplemental life and pet insurance. Additional offerings include an employee discount program, home and auto insurance services and commuter/transit FSA.

EMPLOYER PROVIDED LIFE/AD&D INSURANCE:  After a 30-day waiting period, Proven IT provides a flat $25,000 Life Insurance benefit, administered by BlueCross BlueShield, to all full-time employees (who work at least 30 hours per week). Accidental Death & Dismemberment (AD&D) benefit payments are determined based on the type of loss incurred and are payable up to the full Life Insurance benefit amount. Life and AD&D Insurance coverage amounts are reduced at ages 65, 70 and 75.

EMPLOYER PROVIDED LTD: Long-Term Disability (LTD) insurance is an employer-provided benefit and provides protection from loss of income in the event that an employee is unable to work due to illness, injury, or accident for a long period of time.  The elimination period is 90-days, and the maximum benefit is 60% of covered payroll up to $6000/month. This benefit is paid entirely by Proven IT and has no cost to the employee.

EMPLOYEE ASSISTANCE PROGRAM: All employees may utilize the Disability Resource Services through BlueCross BlueShield of Illinois to assist themselves and their immediate family with convenient resources to help address emotional, legal and financial issues. Telephonic counseling and web-based services are available as well as a limited number of geographically accessible face-to-face sessions.

401K PLAN: All employees are eligible after 120 days of service to contribute on either a pre-tax or post-tax (Roth) basis to the 401K plan, administered by Principal Financial Services. Proven offers an employer match equal to 100% of the first 3% of deferrals plus 50% of the next 2% of deferrals. 

FINANCIAL ADVISORY SERVICES:  Proven IT partners with Merrill Lynch to offer financial advisement to all employees. Merrill Lynch financial advisors are available to assist employees at no cost, with their 401k and retirement questions.  

PERMISSIVE TIME OFF POLICY: Proven provides a competitive paid time off policy for all full-time regular employees after a 90-day waiting period. Proven IT empowers their employees to work with their managers and team to coordinate all time off. Managers may impose a limit to requests for time off based on performance and tenure.

PARENTAL LEAVE: Proven IT offers a generous parental leave policy for new parents. After 24-months of employment, Proven provides full-time regular employees with 90-days of paid Maternity leave and 10-days of paid Paternity leave. Employees with less than 24-months of service may take the same amount of unpaid time off.

FITNESS CENTER:  Proven IT offers a free on-site fitness center at the Tinley Park headquarters office location to all employees 24/7 Monday through Sunday. Employees utilize the gym equipment at their own risk.

Proven IT is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds. All employment decisions are based on qualifications, merit, and business needs. If you need assistance or accommodation during the hiring process, please contact us.

This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.