About Sourcepass

Since Sourcepass was founded in 2020, we’ve been transforming how businesses experience IT. As a national managed service provider (MSP), we deliver far more than tech support. We help companies align their technology with their business goals, reduce risk, and unlock new levels of efficiency. Whether it’s a fast-growing startup or an established enterprise, Sourcepass provides the expertise, scalability, and human touch to help our clients thrive in a digital-first world. Sourcepass is owned and operated by technology, security, and managed services experts who are passionate about delivering an IT experience that clients love. 

POSITION SUMMARY 

The Sr. Solutions Advisor is an accomplished individual-contributor seller responsible for developing new client relationships and generating monthly recurring revenue (MRR) leveraging the broad Sourcepass portfolio. The role combines sustained commercial performance, broad portfolio fluency, deeper expertise, and strong executive credibility to lead complex opportunities and build long-term client relationships. 

A client relationship may begin anywhere in the Sourcepass portfolio, including Managed Services, Microsoft, cybersecurity, compliance, or AI advisory. The Sr. Solutions Advisor will leverage their ability to effectively listen, learn and understand clients’ goals, design a solution to achieve them, and convert a prospective client into a Sourcepass client by effectively representing how the recommended solution drives the desired business outcomes. The core commercial objective is to create and close durable recurring-revenue relationships while also identifying project and advisory opportunities that support the client’s strategy. 

RESPONSIBILITIES 

• Win new clients across the Sourcepass portfolio, with MRR as the primary objective. 
• Leverage existing sales infrastructure for prospecting and pipeline creation 
• Capitalize on Sourcepass’ other lead generation motions driving successful sales  
• Lead discovery across executive, business, technical, and partner stakeholders. 
• Understand client objectives, environments, risks, buying processes, and future needs. 
• Translate needs into Sourcepass strategies and recurring solutions. 
• Own the sales process from qualification through transition. 
• Build trusted executive relationships through credible guidance and sound judgment. 
• Represent the full portfolio with depth in key areas of expertise. 
• Use expertise to establish credibility while owning the broader opportunity. 
• Coordinate internal subject matter experts to support deals & client engagements delivering a unified client experience. 
• Navigate ambiguity and identify commercial, technical, delivery, and operating risks early. 
• Develop proposals, business cases, scopes, pricing, and commercial strategies. 
• Clarify commitments, assumptions, responsibilities, and dependencies before handoff. 
• Build multi-capability strategies that grow recurring revenue and client value. 
• Maintain disciplined qualification, pipeline, CRM, forecasting, and close planning. 

SUCCESS METRICS / EXPERIENCE 

• Consistently achieve MRR, bookings, gross profit, and related targets. 
• Maintain sufficient qualified MRR pipeline and accurate forecasts. 
• Convert complex opportunities from discovery through close. 
• Turn portfolio entry points into durable recurring relationships. 
• Expand clients beyond the initial need through multi-capability strategies. 
• Deliver strong executive engagement, discovery, scope clarity, and handoffs. 
• Coordinate specialists while retaining client and commercial ownership. 
• Address delivery, security, contractual, and operating risks before commitment. 
• Strengthen team capability through mentoring, knowledge sharing, and process improvement. 

MINIMUM QUALIFICATIONS

· 7+ years in B2B technology, IT services, consulting, cloud, cybersecurity, Microsoft, or related sales.

· Sustained commercial success leading complex, multi-stage technology sales.

· Proven recurring-revenue sales and MRR pipeline development.

· Experience leading multi-stakeholder, multi-solution opportunities.

· Broad technology knowledge and ability to master a diverse portfolio.

· Ability to translate complex needs into credible recommendations.

· Executive-level communication with business and technology leaders.

· Experience coordinating specialists while leading the client engagement.

· Experience with structured CRM, pipeline, opportunity planning, and forecasting.

PREFERRED QUALIFICATIONS

· 10+ years in MSP, MSSP, Microsoft partner, cloud, cybersecurity, consulting, or related services.

· Channel partner &/or other partner-sourced sales engagements

· Experience selling recurring services, Microsoft, cybersecurity, compliance, AI, or advisory solutions.

· Experience leading large, multi-solution, regulated, public-sector, partner-led, or transformation pursuits.

· Knowledge of Microsoft 365, Azure, cloud, security, compliance, networking, AI, data, and modern workplace technologies.

· Experience engaging C-suite, boards, business owners, and senior technology leaders.

· Success converting initial needs into recurring relationships.

· Experience mentoring sellers or supporting enablement and opportunity strategy.

· Established relationships across relevant client, industry, technology, Microsoft, or channel communities.

CORE COMPETENCIES (Applies to All Roles)

· Clear written and verbal communication.

· Cross-functional collaboration.

· Ownership and accountability.

· Problem-solving and critical thinking.

· Priority management in a fast-paced environment.

· Adaptability and continuous learning.

· Attention to detail and quality.

ROLE-SPECIFIC COMPETENCIES

· Advanced consultative selling and complex discovery.

· Broad portfolio fluency with depth in key areas.

· Executive credibility and trusted-advisor communication.

· Multi-capability relationship development and recurring-revenue focus.

· Commercial ownership, negotiation, risk awareness, and judgment.

· Effective coordination of specialists and cross-functional resources.

OPERATIONAL REQUIREMENTS

· Maintain accurate, timely CRM, pipeline, activity, and forecast data.

· Participate in established forecasting, pipeline, and opportunity reviews.

· Stay current on Sourcepass capabilities, sales processes, technology, and market trends.

· Complete required sales, technology, security, compliance, and company training.

· Follow approval processes for pricing, scope, terms, and non-standard commitments.

· Support smooth handoffs to onboarding, delivery, and client management.

· Travel for client, partner, company, and industry needs.

 Sourcepass participates in the E-Verify program. As required by federal law, employees must complete an Employment Eligibility Verification (Form I-9) upon hire. Through the E-Verify program, Sourcepass will verify the identity and employment eligibility of all individuals hired to work in the United States. Sourcepass is also proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for everyone. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. We can’t wait to see what unique perspectives you’ll bring to our team! #ZR