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Charles IT is seeking a Technical Client Advisor to serve as a trusted technology partner to assigned clients. You will connect business objectives with IT strategy, provide guidance on technical challenges and escalations, and support long-term IT planning.
Key responsibilities include:
- Act as a strategic technology advisor, aligning client IT strategies with business goals and growth plans
- Communicate technology recommendations, risks, and strategic initiatives to technical teams and C-suite executives
- Assess client environments to identify opportunities for improved 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 cross-departmental collaboration
- Ensure client technology strategies align with industry best practices, security standards, and regulatory requirements
The role is hybrid-eligible after a 60-day onboarding period and requires approximately 47 hours per week on average, including occasional evening client dinners and industry events.
Requirements:
- 5+ years of experience in IT consulting, account management, or technical leadership, preferably within a managed service provider (MSP) environment
- Demonstrated experience in strategic IT planning, technology budgeting, and working directly with C-suite executives and business leaders
- Strong business acumen with ability to translate business objectives into effective technology strategies and solutions
- Relevant industry certifications such as MCSA, VCP, or CCNA preferred
- Familiarity with ConnectWise, Cisco, Meraki, Datto, VMware, Microsoft 365, and advanced macOS support is a plus
- Excellent organizational, multitasking, and prioritization skills with strong follow-through in fast-paced, collaborative environments
- Self-motivated and detail-oriented, able to manage responsibilities independently with minimal supervision
- Valid U.S. driver's license required; must pass background check
