Technical Client Advisor

Charles IT•Stamford, CT

2d•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 client business goals with technology strategy and provides guidance on technical challenges, escalations, and long-term IT planning. The advisor builds lasting client relationships, collaborates across teams, and brings strong organization and attention to detail. The position assesses client technology environments, develops IT roadmaps, leads strategic business reviews, oversees technology budgets, and supports compliance initiatives. It also involves communicating recommendations and risks to technical teams and executive stakeholders, advising on issue resolution and escalations, and helping internal teams define and prioritize client initiatives. The role may include other duties as assigned. The position averages approximately 47 hours per week and may involve occasional evening client dinners and industry events. It becomes eligible for a hybrid work schedule after successful completion of a 60-day onboarding period.

Requirements

At least 5 years of experience in IT consulting, account management, or technical leadership; experience in an MSP environment 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 technology strategies and solutions.
Excellent organizational, multitasking, and prioritization skills, with strong follow-through in a fast-paced, collaborative environment.
Self-motivated and detail-oriented, with 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.

Responsibilities

Align 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 for 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 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 and promote collaboration across departments.
Ensure client technology strategies align with industry best practices, security standards, and applicable regulatory requirements.
Perform other duties as assigned.

Benefits

401(k) plan with employer contributions.
Performance-based incentive opportunities.
Employee discount and savings offerings.
Paid time off (PTO) and paid holidays.
Paid parental leave.
Work-from-home (WFH) bank.
Medical, dental, and vision coverage.
Employer-paid life insurance.
Short- and long-term disability insurance.
Flexible Spending Accounts (FSA).
Well-being resources and support programs.
Structured career progression plans.
Certification incentives with direct dollar-amount pay increases for approved industry certifications.
Hybrid work eligibility after successful completion of a 60-day onboarding period.
Employer-paid dry-cleaning services.
Friday team lunches.
Corporate concierge services.
Dog-friendly office.
Team-building events and company-sponsored activities.