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.
Skills Required
- 5+ years of experience in IT consulting, account management, or technical leadership, preferably in a managed service provider environment
- Experience with strategic IT planning and technology budgeting
- Experience working directly with C-suite executives and business leaders
- Strong business acumen and ability to translate business objectives into technology strategies
- Relevant certifications such as MCSA, VCP, or CCNA
- Familiarity with ConnectWise, Cisco, Meraki, Datto, VMware, Microsoft 365, and advanced macOS support
- Excellent organizational, multitasking, prioritization, and follow-through skills
- Ability to work independently with minimal supervision
- Ability to work approximately 47 hours per week, including occasional evening client dinners and industry events
- Valid U.S. driver's license
- Successful completion of a background check
Charles IT Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Charles IT and has not been reviewed or approved by Charles IT.
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Retirement Support — An automatic 3% 401(k) contribution is offered alongside standard retirement coverage. This consistent employer contribution stands out for a company of this size.
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Equity Value & Accessibility — An employee stock ownership plan is available to provide ownership opportunities. This adds long-term value potential alongside traditional benefits.
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Career-Linked Recognition & Rewards — Training and certification incentives are tied to raises, title changes, and bonuses. Dedicated paid training time and covered exam costs reinforce a clear link between skill growth and rewards.
Charles IT Insights
What We Do
Charles IT is the Connecticut Compliance Expert, your friendly IT team focused on helping companies in highly regulated industries make their high-stakes technology work for them. Here, IT is Personal: We know that disaster recovery, cloud services, and complex compliance from HIPAA to CMCC and DFARS are only half the work. The other half is about helping people – building real relationships that deliver real results and create raving fans. Call us day or night, snow storm or hurricane: a human will answer the phone (we promise), and we will show up, on point, with a smile and a solution.
