Technical Alignment Engineer for Managed Service Provider

Straight Edge Technology, Inc.•San Antonio, TX

6d•Hybrid

About The Position

Straight Edge Technology is seeking a Technical Alignment Engineer to proactively assess, document, and improve client technology environments. This is an independent, client-facing role involving onsite field work, technical assessment, documentation, and planning. After training, you will conduct scheduled onsite visits, evaluate client technology, document findings, and identify areas needing attention. You will also be involved in onboarding new clients by conducting technical discovery, documenting environments, identifying risks and gaps, and preparing them for managed services. The role requires investigation, adherence to standards, documentation, recognizing issues, and escalating when necessary. Your findings will inform internal teams about client technical health and guide next steps.

Requirements

2+ years of hands-on IT support, systems administration, network support, or similar technical experience.
Working knowledge of Microsoft 365 and Windows environments.
Working knowledge of business networking, including switches, firewalls, wireless networks, TCP/IP, and common network infrastructure.
Familiarity with servers, endpoints, backups, and business technology environments.
Understanding of cybersecurity fundamentals, including MFA, endpoint protection, patching, email security, and access management.
Strong troubleshooting and problem-solving skills.
Ability to independently work through an unfamiliar technical environment and gather the information you need.
Ability to recognize when an issue requires escalation or additional expertise.
Strong attention to detail and documentation skills.
Ability to follow established technical standards and processes.
Strong organizational and time-management skills.
Comfortable working independently at client locations.
Professional communication skills and the ability to interact directly with clients.
Valid driver's license and ability to safely operate a company vehicle.

Nice To Haves

Previous MSP experience.
Experience working onsite with business clients.
Experience conducting IT assessments, audits, or technical discovery.
Experience onboarding new client environments.
Experience with Microsoft 365 administration.
Familiarity with RMM, PSA, and IT documentation platforms.
Experience with firewalls, switches, wireless infrastructure, servers, or backup systems.
CompTIA, Microsoft, networking, security, or other relevant certifications.
Previous Technical Alignment or TruMethods experience is not required. We will train you on our process and standards.

Responsibilities

Independently conduct scheduled onsite Technical Alignment visits for assigned clients.
Evaluate client technology environments against Straight Edge Technology's established standards and best practices.
Inspect network closets, server rooms, firewalls, switches, wireless equipment, UPS systems, workstations, and other technology assets.
Review Microsoft 365, servers, endpoints, backups, security solutions, networking, and other business-critical systems.
Verify that technical documentation accurately reflects the client's current environment.
Identify aging or unsupported technology, security concerns, configuration inconsistencies, documentation gaps, and other areas that do not meet established standards.
Document findings clearly and consistently.
Determine when findings require escalation, remediation, additional investigation, or project-based work.
Track previously identified findings and verify their status during future reviews.
Maintain a current understanding of assigned client environments.
Communicate significant technical or security concerns promptly to the appropriate internal resources.
Conduct technical discovery and environmental assessments for assigned new client onboardings.
Develop an understanding of the client's networks, infrastructure, servers, endpoints, Microsoft 365 environment, backups, security solutions, vendors, and other business-critical technology.
Conduct onsite discovery of server rooms, network closets, infrastructure, workstations, and technology assets.
Identify technical risks, unsupported technology, security concerns, configuration issues, and documentation gaps.
Gather and organize the technical information necessary for Straight Edge Technology to support the new client.
Establish accurate technical documentation and a baseline of the client's environment.
Identify items requiring immediate attention and those that should be considered for future improvement.
Communicate findings to the appropriate internal teams.
Escalate issues requiring deeper engineering expertise or additional technical investigation.
Help ensure the client's technical environment is properly documented before transition into ongoing managed services.
Share technical findings, risks, documentation, and recommendations with the appropriate internal teams.
Provide the technical context needed to help plan remediation, projects, and future technology improvements.
Communicate significant risks, lifecycle concerns, and opportunities identified within client environments.
Participate in internal or client discussions when additional technical context is needed.
Escalate findings that require deeper technical expertise or additional resources.
Follow up on identified items to help ensure they continue moving toward resolution.
Maintain accurate technical documentation for assigned clients.
Update network diagrams, system information, asset information, configurations, vendors, warranties, and other required technical records.
Follow established Technical Alignment standards and processes.
Ensure changes discovered during client visits are reflected in documentation.
Identify gaps between the documented environment and the actual environment.
Maintain organized records of findings and outstanding alignment items.