Position Overview:
The Strategic Advisor plays a critical role in enabling Isos Technology to win and deliver complex, highimpact solutions. While Account Executives (AE) and Client Success Managers (CSM) own the client relationship, this role drives deeper, technical relationships within our client organizations. During the sales cycle, this role provides specialized expertise to support AEs and CSMs, particularly when the solutions are large, complex, or novel.
Acting as both a trusted advisor and a strategic solution designer, this role ensures that the vision and outcomes promised during the sales process are realized in delivery. Beyond individual projects, the Strategic Advisor looks ahead to anticipate clients’ evolving needs, identify opportunities for future engagements, and shape Isos’ next generation of solution offerings.
This is a forwardlooking, crossfunctional role that not only addresses client challenges but also translates recurring patterns across engagements into scalable, packaged offerings that Sales, Marketing, and Delivery teams can bring to market.
Key Responsibilities:
PreSales & Solution Design
Partner with AEs and CSMs to support sales cycles to drive complex solutions tailored to our clients desired outcomes.
Lead solution scoping, design, and presentation for novel or highvalue deals, ensuring alignment with both client objectives and Isos capabilities.
Utilize Principal Consultants and Solutions Engineers to prove out and demonstrate the technical feasibility of proposed solutions.
Clearly articulate solution value propositions and business outcomes to executive and technical stakeholders.
Delivery Alignment & Vision Stewardship
Stay connected to key projects postsale to ensure the delivered solution aligns with the vision and outcomes promised.
Working with Principal Consultants and Technical PMs, act as the continuity bridge between sales and delivery teams, mitigating risks of misalignment or scope drift.
Support delivery teams with strategic context, client expectations, and success criteria.
Strategic Client Growth
Proactively identify “what’s next” for key clients by monitoring industry trends, technology shifts, and evolving business needs.
Collaborate with CSMs to build and position followon engagements that drive longterm client value.
Strategic Partner Services Bridge
Work with our clients and our strategic partner services teams (eg Atlassian Advisory Services) to provide expertise and guidance on current and emerging tools and technology.
Plan for and execute communications plans, adoption plans, and roadmap additional professional services needs from Isos for the client.
Eliminate the “toss over the fence” scenario by partner services to Isos for a smoother handoff from Solution Planning to Engineering Delivery.
Solution Innovation & Packaging
Identify patterns, best practices, and repeatable approaches from across Isos client engagements.
Collaborate with Marketing and Sales teams to transform these into defined, marketready solution packages.
Guide and influence the evolution of Isos’ solution portfolio to align with emerging market demands.
Internal Leadership & Collaboration
Work closely with Sales Engineers, Principal Consultants, and Delivery Leads to ensure solutions are technically sound, deliverable, and financially viable.
Provide market and competitive insights to influence Isos’ strategic direction and gotomarket priorities.
Mentor internal teams on strategic solution positioning and complex opportunity pursuit.
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