Technical Client Advisor
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 communicates effectively, builds lasting client relationships, collaborates across teams, and demonstrates strong organization and attention to detail. This position is eligible for a hybrid work schedule after successful completion of a 60-day onboarding period. The schedule is intended to provide flexibility while maintaining collaboration, team engagement, and client support. The role requires an average of approximately 47 hours per week, including occasional evening client dinners and industry events. Charles IT describes its culture as people-first and committed to inclusion, professional growth, balance, and belonging.
Requirements
- At least 5 years of experience in IT consulting, account management, or technical leadership; experience in a managed service provider (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 effective 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 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.
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.
- Guide and mentor 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
