- Location: On-site, based in La Verne, CA, with client visits. Client headquarters are generally within a 30-mile radius of the office.
- Reports To: Technology Alignment Team Lead
- Department: Technology Alignment
- Type: Full-time · Onsite · 8am–5pm PST
Modern IT helps people and businesses move forward with confidence. We partner with business leaders and internal IT teams to simplify technology, strengthen security, and connect IT decisions to business priorities. Our focused Microsoft approach brings tools and processes together so teams can work with greater clarity.
We ask thoughtful questions, share what we learn, and build trusted relationships through clear communication and reliable follow-through.
Why This Role ExistsProactive technology alignment helps clients make informed decisions and reduce avoidable disruption. You will assess infrastructure against standards, document gaps, and explain practical recommendations in terms of risk and business value.
You are accountable for: every assigned client benchmarked and scored on schedule, and each scheduled service day runs at least 90% proactive — with findings documented and reviewed with the client.
- Benchmarking & scorecards. Review each assigned client's LAN/WAN and configurations against MSP and industry standards, on schedule, using the benchmarking platform.
- The Scheduled Service Day. Run BDOS and EDOS client meetings, complete Unique Client Checklists, and deliver and review the TAE Service Day Deliverable — holding 90% proactive / 10% reactive or better.
- Fewer reactive tickets. Close the misalignments that drive reactive work, pushing Tickets per Endpoint per Month and average resolution time down.
- Documentation & SOPs. Build and maintain the client technical documentation library and client-specific SOPs — app installs, new-user setups, endpoint config.
- Sharper standards. Contribute benchmarks to the Standards Committee and keep the standards library evolving.
- Revenue from findings. Surface project opportunities from what you find and feed the vCIO preflight and Technology Business Review (TBR) process.
- Every assigned client is benchmarked and scored on schedule — 100%.
- Scheduled service days run 90% proactive or better.
- Tickets per endpoint and resolution times trend down quarter over quarter.
- Documentation and SOPs stay current — nothing lives only in your head.
- A proactive practitioner who identifies risks early and follows through on improvements.
- Methodical and documentation-loving — finishes the scorecard and writes the SOP.
- Client-facing and credible: can walk an office, run a client meeting, and explain risk in plain business terms.
- Disciplined with time; protects the proactive agenda when reactive work piles up.
- A team player who does clean warm handoffs with the vCIO, Service Desk, and Projects.
The focus of this role
• Prioritize proactive benchmarking and scheduled client work.
• Own documentation, standard operating procedures, and checklists.
• Educate clients and protect the proactive agenda when reactive work increases.
• Follow standardized processes and the agreed benchmarking schedule.
• Coordinate clear handoffs with colleagues.
Living Our Values- Take an informed stance — use benchmarking evidence to guide client recommendations.
- Build for better — improve standards and reduce avoidable reactive work.
- Move forward with velocity — stay curious, keep learning, and strengthen the standards.
- Act as humans first — protect client relationships through honest education and reliable follow-through.
- Demystify IT — explain findings and next steps in clear business language.
RequirementsMust have
- 5+ years of hands-on infrastructure experience (LAN/WAN, servers, endpoints, RMM and security tooling) in an MSP or equivalent environment.
- The ability to benchmark systems against standards and translate findings into client-facing risk and business value.
- Strong documentation skills — SOPs, checklists, and a technical library kept current.
- Professional client communication; for the onsite track, comfort leading client meetings and reliable transportation for visits.
- A non-negotiable gate: you can show hands-on proactive benchmarking / technology-alignment work you personally performed - real infrastructure reviewed against standards, findings turned into documented risk, and a client-facing recommendation.
- Based near or able to commute to La Verne, CA for 8am–5pm PST-aligned hours
- On-call expectation: the employee is expected to be on a weekend on-call rotation to attend to client emergency incidents over weekends. This responsibility will be rotated across all local/hybrid employees.
- Bachelor's degree or equivalent; CompTIA Network+ or Security+ (CISSP / Six Sigma for a Senior TAE track).
- Experience with a technology lifecycle / benchmarking platform (myITprocess, vCIO Toolbox, or Lifecycle Insights).
- Compliance and auditing familiarity, and business acumen for framing findings as risk and ROI.
The ConnectWise platform (PSA, RMM, CPQ, and more); a technology lifecycle / benchmarking platform; IT Glue and SharePoint; Microsoft Azure, Microsoft 365, Microsoft 365 Copilot and Copilot Studio.
How You'll Use AI
Modern IT is an AI-first company, and this is an AI-first role. You'll use Microsoft 365 Copilot extensively to work faster and more consistently — drafting SOPs and documentation, summarizing benchmarking findings into client-ready language, and prepping the Service Day Deliverable — and you'll build agents and automations in Copilot Studio to take repetitive work out of the benchmarking and documentation cycle. You validate every output for accuracy before it reaches a client.
Benefits
Estimated Market Salary Range: $80,000 – 110,000 annually, with flexibility based on experience and overall qualifications. Final compensation will align with skills, market data, and internal guidelines
Modern IT offers a comprehensive benefits package designed to support employee wellbeing, financial security, and work–life balance
Build for better with usIf you enjoy hands-on technology alignment, clear documentation, and helping clients understand their next steps, we’d like to hear from you.
Apply to bring your expertise to work that helps people move forward.
Skills Required
- 5+ years of hands-on infrastructure experience, including LAN/WAN, servers, endpoints, RMM, and security tooling, in an MSP or equivalent environment
- Ability to benchmark systems against standards and translate findings into client-facing risk and business value
- Strong documentation skills, including SOPs, checklists, and maintaining a current technical library
- Professional client communication skills, including leading client meetings
- Reliable transportation for client visits
- Demonstrable hands-on proactive benchmarking or technology-alignment work personally performed
- Based near or able to commute to La Verne, California for 8am–5pm PST-aligned hours
- Availability for a rotating weekend on-call schedule
- Bachelor’s degree or equivalent experience
- CompTIA Network+ or Security+ certification
- CISSP or Six Sigma certification for a Senior TAE track
- Experience with a technology lifecycle or benchmarking platform such as myITprocess, vCIO Toolbox, or Lifecycle Insights
- Compliance and auditing familiarity
- Business acumen for framing findings as risk and return on investment
What We Do
Most businesses have technology problems that come up again and again - decreasing productivity and wasting money. We eliminate the daily issues and build a long-term technology plan to make your business more money – not waste it. With a modern IT system and the proper training to use it - employees stop complaining, more work gets done and the IT director finally has time to move the business’ most important projects forward. A business with 50 employees saves about 200 hours a week.
