Technical Client Advisor

Charles IT•Providence, RI

3d•Hybrid

About The Position

Charles IT is seeking a knowledgeable, client-focused Technical Client Advisor to serve as a trusted partner to assigned clients. The role connects clients’ business goals with technology strategy and provides guidance on technical challenges, escalations, and long-term IT planning. The successful candidate will build lasting client relationships, communicate effectively across technical and executive audiences, collaborate across teams, and maintain strong organization and attention to detail. The position involves strategic technology advising, assessment of client environments, IT roadmap development, business reviews, technology budget oversight, and support for compliance initiatives. It also includes coordinating with internal technical teams, mentoring colleagues, and ensuring client strategies align with best practices, security standards, and applicable regulations. The role averages approximately 47 hours per week and may involve occasional evening client dinners and industry events. The role is eligible for a hybrid work schedule after successfully completing a 60-day onboarding period. Charles IT describes its culture as people-first and committed to inclusion, professional growth, work-life balance, collaboration, and belonging.

Requirements

At least 5 years of experience in IT consulting, account management, or technical leadership; managed service provider (MSP) experience is preferred.
Demonstrated experience in strategic IT planning, technology budgeting, and working directly with C-suite executives and business leaders.
Strong business acumen and ability to translate business objectives into effective technology strategies and solutions.
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.
Valid U.S. driver's license.
Must successfully pass a background check.

Nice To Haves

Relevant industry certifications such as MCSA, VCP, or CCNA.
Familiarity with ConnectWise, Cisco, Meraki, Datto, VMware, Microsoft 365, and advanced macOS support.
Experience in a managed service provider (MSP) environment.

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 technical teams and executive stakeholders.
Assess client environments to identify opportunities to improve 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 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.

Benefits

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 eligibility after successful completion of a 60-day onboarding period.