Technical Client Advisor

Charles IT; Providence (RI); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Paid time off (PTO)

Paid holidays

Paid parental leave

Work-from-home bank

Fridays team lunches

Dog-friendly office

Corporate concierge services

Team-building events

Job summary

Charles IT is seeking a knowledgeable Technical Client Advisor to 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.

Qualifications

• 5+ years of experience in IT consulting, account management, or technical leadership
• Demonstrated experience in strategic IT planning, technology budgeting, and working directly with C-suite executives and business leaders
• Relevant industry certifications, such as MCSA, VCP, or CCNA, are preferred

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

Skills

Strategic IT planning

Executive communication

Client relationship management

Leadership

Tools

ConnectWise

Cisco

Meraki

Datto

VMware

Microsoft 365

macOS support

Job description

Exceptional Service, Endless Improvement, Passionate People, and Honest 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

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 the ability to translate business objectives into effective technology strategies and solutionsRelevant 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

Benefits

Financial Benefits

We offer a comprehensive benefits package designed to support our employees' financial well-being, health, growth, and overall quality of life. Financial benefits include a 401(k) plan with employer contributions, performance-based incentive opportunities, and employee discount and savings offerings.

Time Away from Work

Employees enjoy paid time off (PTO), paid holidays, paid parental leave, and a work-from-home (WFH) bank to support flexibility and a healthy work-life balance.

Health and Wellness

Our health and wellness benefits include comprehensive medical, dental, and vision coverage, employer-paid life insurance, short- and long-term disability insurance, Flexible Spending Accounts (FSA), and well-being resources and support programs.

Growth & Development

We support employees' professional growth through structured career progression plans and certification incentives that reward employees with direct dollar-amount pay increases for earning approved industry certifications.

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.

That's Not All

Additional perks include employer-paid dry-cleaning services, Friday team lunches, corporate concierge services, a dog-friendly office, team-building events, company-sponsored activities, and more!

Our Commitment to Inclusion

Charles IT is committed to fostering an inclusive and respectful workplace where everyone can thrive. We are proud to provide equal employment opportunities to all team members and applicants without regard to any protected characteristics. We believe diverse perspectives strengthen our team, enhance innovation, and help us better serve our clients.

The information contained in this job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, and qualifications. Additional responsibilities may be assigned as business needs to evolve.

Careers - Charles IT