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.
BenefitsAt Charles IT, we believe that great people do their best work when they feel supported, empowered, and connected. That's why we offer a comprehensive benefits package designed to promote your well-being, professional growth, and work-life balance.
- Medical, dental, vision, life, and disability insurance
- Generous paid time off and paid holidays
- 401(k) plan with a 3% company contribution
- Performance-based bonus opportunities
- Ongoing training and professional development
- Leadership development and career growth opportunities
- Quarterly team-building events and company gatherings
- Collaborative, people-first culture
- Strong commitment to work-life balance
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.
