Due to continued growth, we are seeking a
Client Development Manager to lead our vCIO function and elevate the strategic advisory experience across our client base. This role is responsible for developing high-performing vCIOs who operate as trusted advisors, ensuring clients receive proactive technology guidance, clear roadmaps, and measurable business outcomes.
Responsibilities - Lead, coach, and develop the vCIO team through weekly team meetings, 1:1s, and ongoing mentorship
- Establish and enforce standards for QBRs, technology roadmaps, budgeting alignment, and client communication
- Review QBRs and roadmaps to ensure strategic quality, clarity, and alignment to client business goals
- Drive consistency in advisory delivery across all service pods
- Partner with Service Managers, Team Leads, and CSCs to ensure alignment between strategy and execution
- Identify and resolve gaps between advisory and service delivery
- Monitor client health, including MRR retention, NRR growth, and at-risk accounts
- Coach vCIOs on recovery strategies for at-risk clients
- Ensure proactive lifecycle planning drives strong project pipelines and client maturity
- Improve QBR templates, documentation standards, and advisory processes over time
- Audit CRM/PSA hygiene (ConnectWise Manage) for roadmaps, notes, and planning accuracy
- Participate in pod alignment discussions to resolve breakdowns and improve collaboration
- Identify training opportunities to strengthen business acumen, budgeting, and consultative skills
- Report on advisory performance, retention trends, and client experience metrics to leadership
- Other duties as assigned
Requirements- Prior experience as a vCIO, Technical Account Manager, or senior IT leadership role
- Strong understanding of managed services environments and service pod structures
- Proven ability to coach and develop client-facing advisors
- Deep experience with technology lifecycle planning, budgeting, and roadmap development
- Ability to translate business goals into clear, actionable IT strategy
- Strong communication, presentation, and executive-level conversation skills
- Experience driving client retention and identifying growth opportunities through strategic planning
- Highly organized with strong attention to detail in documentation and process consistency
BenefitsCharles IT offers a competitive benefits program including Medical, Dental, Vision, Life, Disability, Paid Holidays, PTO, 401K, and bonuses. In addition, we offer free dry cleaning, a fully stocked break room, Friday team lunches, paid training, team-building outings every quarter, professional development and so much more!
