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Own a portfolio of Tier 1/2 accounts for managed IT, cloud, and cybersecurity services. Drive retention and expansion, deliver QBRs with vCIO/TAM, manage renewals, maintain CRM records in HubSpot, mentor Account Managers, and escalate/resolve technical issues while coordinating upsell opportunities with Sales and product teams.

Lead strategic finance across the platform: build long-range financial and operational models, provide executive decision support, develop reporting/KPIs, evaluate M&A and integrations, improve systems and processes, and partner with leadership to scale portfolio companies.