Technical Client Advisor

Charles IT; Middletown (CT); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

PTO & Holidays

401(k) with company match

Bonus opportunities

Professional development

Leadership growth

Team-building events

Work-life balance

Job summary

Charles IT seeks a knowledgeable Technical Client Advisor to align client IT strategies with business goals and technology roadmaps. You will translate business needs into technical guidance, manage escalations, and participate in long-term IT planning.

The ideal candidate communicates effectively with C-suite and technical teams, develops roadmaps, and drives initiatives across departments while promoting best practices and security compliance.

Qualifications

• 5+ years in IT consulting, account management, or tech leadership.
• Experience with strategic IT planning and budget management.
• Strong communication with executives and teams.
• Familiarity with MSP environments preferred.
• Certifications such as MCSA, VCP, or CCNA valued.
• Knowledge of ConnectWise, Cisco, Meraki, VMware and Microsoft 365.

Responsibilities

• Serve as trusted technology advisor aligning IT with business goals.
• Communicate recommendations, risks, and initiatives to stakeholders.
• Assess client environments for security, scalability, and performance.
• Develop IT roadmaps, lead reviews, manage budgets, support compliance.
• Build strong client relationships as primary contact for guidance.
• Collaborate with internal teams to define project scope and priorities.
• Provide guidance and mentorship to team members.
• Ensure technology strategies meet industry standards and regs.
• Perform other duties as assigned.

Skills

Strong communication

Client relationship building

Strategic IT planning

Budget management

Cross-functional collaboration

Attention to detail

Self-motivated

Education

MCSA

VCP

CCNA

Tools

ConnectWise

Cisco

Meraki

Datto

VMware

Microsoft 365

macOS support

Job description

Exceptional Service, Endless Improvement, PassionatePeople, andHonest and Forthright.Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thrive

We are looking for a knowledgeable and client-focused Technical Client Advisor to join our team. In this role, you will serve as a trusted partner to assigned clients, connecting their business goals with technology strategy while providing guidance on technical challenges, escalations, and long-term IT planning. The ideal candidate is a strong communicator who builds lasting client relationships, collaborates effectively across teams, and brings exceptional organization and attention to detail.

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 both technical teams and executive stakeholders.
• 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, serving 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.

• 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 the ability to translate business objectives into effective technology strategies and solutions.
• Relevant industry certifications such as MCSA, VCP, or CCNA, are preferred.
• Familiarity with ConnectWise, Cisco, Meraki, Datto, VMware, Microsoft 365, and advanced macOS support is a plus.
• 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.
• Must possess a valid U.S. driver's license and successfully pass a background check.

At Charles IT, we believe that great people do their best work when they feel supported, empowered, and connected. That's why we offer a comprehensive benefits package designed to promote your well-being, professional growth, and work-life balance.

• 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:

This role is eligible for a hybrid work schedule after the successful completion of a 60‑day onboarding period. Hybrid work eligibility is specific to this position and is intended to provide flexibility while maintaining collaboration, team engagement, and client support.

Commitment to Inclusion:

Charles IT is an equal opportunity employer committed to fostering an inclusive and respectful work environment. We welcome diverse backgrounds and perspectives and do not discriminate based on any protected characteristic.