Technical Client Advisor
About the role
Exceptional Service, Endless Improvement, Passionate People, and Honest and Forthright. Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thrive
We are looking for a knowledgeable and client-focused Technical Client Advisor to join our team. In this role, you will serve as a trusted partner to assigned clients, connecting their business goals with technology strategy while providing guidance on technical challenges, escalations, and long-term IT planning. The ideal candidate is a strong communicator who builds lasting client relationships, collaborates effectively across teams, and brings exceptional organization and attention to detail.
Responsibilities
- Serve as a trusted technology advisor, aligning client IT strategies with business objectives and long-term growth plans.
- Communicate technology recommendations, risks, and strategic initiatives to both technical teams and executive stakeholders.
- Assess client environments to identify opportunities for improved security, scalability, performance, and operational efficiency.
- Develop and maintain IT roadmaps, lead strategic business reviews, oversee technology budgets, and support compliance initiatives.
- Build and maintain strong client relationships, serving as the primary point of contact for strategic guidance, issue resolution, and escalations.
- Collaborate with internal technical teams to identify client needs, define project scope, and prioritize technology initiatives.
- Provide guidance and mentorship to internal team members while promoting collaboration across departments.
- Ensure client technology strategies align with industry best practices, security standards, and applicable regulatory requirements.
- Perform other duties as assigned.
Requirements
- 5+ years of experience in IT consulting, account management, or technical leadership, preferably within a managed service provider (MSP) environment.
- Demonstrated experience in strategic IT planning, technology budgeting, and working directly with C-suite executives and business leaders.
- Strong business acumen with the ability to translate business objectives into effective technology strategies and solutions.
- Relevant industry certifications, such as MCSA, VCP, or CCNA, are preferred.
- Familiarity with ConnectWise, Cisco, Meraki, Datto, VMware, Microsoft 365, and advanced macOS support is a plus.
- Excellent organizational, multitasking, and prioritization skills, with a strong commitment to follow-through in a fast-paced, collaborative environment.
- Self-motivated and detail-oriented, with the ability to manage responsibilities independently and with minimal supervision.
- Ability to work an average of approximately 47 hours per week, including occasional evening client dinners and industry events.
- Must possess a valid U.S. driver's license and successfully pass a background check.
Benefits
Investing in Our Team is Key to Our Success!
Financial Benefits: We offer a comprehensive benefits package designed to support our employees’ financial well-being, health, growth, and overall quality of life. Financial benefits include a 401(k) plan with employer contributions, performance-based incentive opportunities, and employee discount and savings offerings.
Time Away from Work: Employees enjoy paid time off (PTO), paid holidays, paid parental leave, and a work-from-home (WFH) bank to support flexibility and a healthy work-life balance.
Health and Wellness: Our health and wellness benefits include comprehensive medical, dental, and vision coverage, employer-paid life insurance, short- and long-term disability insurance, Flexible Spending Accounts (FSA), and well-being resources and support programs.
Hybrid Work Schedule:
This role is eligible for a hybrid work schedule after the successful completion of a 60-day onboarding period. Hybrid work eligibility is specific to this position and is intended to provide flexibility while maintaining collaboration, team engagement, and client support.
Growth & Development: Our health and wellness benefits include comprehensive medical, dental, and vision coverage, employer-paid life insurance, short- and long-term disability insurance, Flexible Spending Accounts (FSA), and well-being resources and support programs.
That's Not All: Additional perks include employer-paid dry-cleaning services, Friday team lunches, corporate concierge services, a dog-friendly office, team-building events, company-sponsored activities, and more!
Our Commitment to Inclusion:
Charles IT is committed to fostering an inclusive and respectful workplace where everyone can thrive. We are proud to provide equal employment opportunities to all team members and applicants without regard to any protected characteristics. We believe diverse perspectives strengthen our team, enhance innovation, and help us better serve our clients.
The information contained in this job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, and qualifications. Additional responsibilities may be assigned as business needs to evolve.