Technical Client Advisor

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

At 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.

Commitment to Inclusion: Charles IT is an equal opportunity employer committed to fostering an inclusive and respectful work environment. We welcome diverse backgrounds and perspectives and do not discriminate based on any protected characteristic.