Technology Alignment Engineer - MSP

Modern-IT; La Verne (CA); On-site; USD 80,000 - 130,000; Full time

Job summary

Modern IT is seeking a proactive Technology Alignment professional in La Verne, CA, to benchmark client LAN/WAN and configurations, document gaps, and translate findings into business risk and value. You will lead client meetings, drive proactive service days, and contribute to standards while identifying project opportunities.

You will work onsite 8am-5pm PST, traveling to client sites as needed, and collaborate with the vCIO and Service Desk to deliver reliable client outcomes.

Qualifications

• 5+ years of hands-on infrastructure experience (LAN/WAN, servers, endpoints, RMM and security tooling) in an MSP or equivalent environment.
• Ability to benchmark systems against standards and translate findings into client-facing risk and business value.
• Strong documentation skills including SOPs and checklists.
• Professional client communication; comfortable leading onsite client meetings and reliable transportation for visits.
• Gate: hands-on benchmarking work performed and findings turned into documented risk and client recommendations.
• Based near or able to commute to La Verne, CA for 8am-5pm PST hours.

Responsibilities

• Benchmarking & scorecards: review each assigned client's LAN/WAN and configurations against MSP and industry standards, on schedule.
• The Scheduled Service Day: run BDOS and EDOS client meetings, complete Unique Client Checklists, and deliver the Service Day Deliverable.
• Fewer reactive tickets: close misalignments that drive reactive work, reducing tickets per Endpoint per Month and improving resolution time.
• Documentation & SOPs: build and maintain the client technical documentation library and client-specific SOPs.
• Sharper standards: contribute benchmarks to the Standards Committee and keep the standards library evolving.
• Revenue from findings: surface project opportunities from findings and feed the vCIO preflight and Technology Business Review process.

Skills

Client communication

Benchmarking

Documentation

On-site visits

Project coordination

LAN/WAN expertise

Education

Bachelor's degree or equivalent

CompTIA Network+ or Security+

Tools

ConnectWise

IT Glue

SharePoint

Microsoft Azure

Microsoft 365

Copilot Studio

Lifecycle Insights

Job description

• Location: On-site, based in La Verne, CA, with client visits. Client headquarters are generally within a 30-mile radius of the office.
• Reports To:Technology Alignment Team Lead
• Department:Technology Alignment
• Type:Full-time · Onsite·8am-5pm PST
  

About Modern IT

Modern IT helps people and businesses move forward with confidence. We partner with business leaders and internal IT teams to simplify technology, strengthen security, and connect IT decisions to business priorities. Our focused Microsoft approach brings tools and processes together so teams can work with greater clarity.

We ask thoughtful questions, share what we learn, and build trusted relationships through clear communication and reliable follow-through.

Why This Role Exists

Proactive technology alignment helps clients make informed decisions and reduce avoidable disruption. You will assess infrastructure against standards, document gaps, and explain practical recommendations in terms of risk and business value.

You are accountable for:everyassigned client benchmarked and scored on schedule, and each scheduled service dayrunsat least 90% proactive - with findings documented and reviewed with the client.

What You'll Own

• Benchmarking & scorecards.Review each assigned client's LAN/WAN and configurations against MSP and industry standards, on schedule, using the benchmarking platform.

• The ScheduledService Day.Run BDOS and EDOS client meetings, complete Unique Client Checklists, and deliver and review the TAE Service Day Deliverable - holding 90% proactive / 10% reactive or better.

• Fewer reactive tickets.Close the misalignments that drive reactive work, pushing Tickets per Endpoint per Month and average resolution time down.

• Documentation & SOPs.Build andmaintainthe client technical documentation library and client-specific SOPs - app installs, new-user setups, endpoint config.

• Sharperstandards.Contribute benchmarks to the Standards Committee and keep thestandardslibrary evolving.

• Revenue from findings.Surface project opportunities from what you find and feed thevCIOpreflight and Technology Business Review (TBR) process.

What Success Looks Like

• Every assigned client is benchmarked and scored on schedule - 100%.

• Scheduled service days run 90% proactive or better.

• Tickets per endpoint and resolution times trend down quarter over quarter.

• Documentation and SOPs stay current - nothing lives only in your head.

Who Thrives Here

• A proactive practitioner who identifies risks early and follows through on improvements.

• Methodical and documentation-loving - finishes the scorecard and writes the SOP.

• Client-facing and credible: canwalkan office, run a client meeting, and explain risk in plain business terms.

• Disciplined withtime;protects the proactive agenda when reactive work piles up.

• A team playerwho does cleanwarm handoffs with thevCIO, Service Desk, and Projects.

The focus of this role

• Prioritize proactive benchmarking and scheduled client work.
• Own documentation, standard operating procedures, and checklists.
• Educate clients and protect the proactive agenda when reactive work increases.
• Follow standardized processes and the agreed benchmarking schedule.
• Coordinate clear handoffs with colleagues.

Living Our Values

• Take an informed stance - use benchmarking evidence to guide client recommendations.
• Build for better - improve standards and reduce avoidable reactive work.
• Move forward with velocity - stay curious, keep learning, and strengthen the standards.
• Act as humans first - protect client relationships through honest education and reliable follow-through.
• Demystify IT - explain findings and next steps in clear business language.

Must have

• 5+years of hands-on infrastructure experience (LAN/WAN, servers, endpoints, RMM and security tooling) in an MSP or equivalent environment.

• The ability to benchmark systems against standards and translate findings into client-facing risk and business value.

• Strong documentation skills - SOPs, checklists, anda technicallibrary kept current.

• Professional clientcommunication;for the onsite track, comfort leading clientmeetingsand reliable transportation for visits.

• A non-negotiable gate:you can show hands-on proactive benchmarking / technology-alignment work you personally performed-real infrastructure reviewed againststandards,findings turned into documented risk,and a client-facing recommendation.

• Based near or able to commute to La Verne, CA for 8am-5pm PST-aligned hours
• On-call expectation: the employee is expected to be on a weekend on-call rotation to attend to client emergency incidents over weekends. This responsibility will be rotated across all local/hybrid employees.
  

Nice to have

• Bachelor's degree or equivalent; CompTIA Network+ or Security+ (CISSP / Six Sigma for a Senior TAE track).

• Experience with a technology lifecycle / benchmarking platform (myITprocess,vCIOToolbox, or Lifecycle Insights).

• Compliance and auditing familiarity, and business acumen for framing findings as risk and ROI.

Toolsyou'lluse

The ConnectWise platform (PSA, RMM, CPQ, and more); a technology lifecycle / benchmarking platform; IT Glue and SharePoint; Microsoft Azure, Microsoft 365, Microsoft 365 Copilot and Copilot Studio.

How You'll Use AI

Modern IT is an AI-first company, and this is an AI-first role. You'll use Microsoft 365 Copilot extensively to work faster and more consistently - drafting SOPs and documentation, summarizing benchmarking findings into client-ready language, and prepping the Service Day Deliverable - and you'll build agents and automations in Copilot Studio to take repetitive work out of the benchmarking and documentation cycle. Youvalidateevery output for accuracy before it reaches a client.

Estimated Market Salary Range: $80,000 - 130,000 annually, with flexibility based on experience and overall qualifications. Final compensation will align with skills, market data, and internal guidelines

Modern IT offers a comprehensive benefits package designed to support employee wellbeing, financial security, and work-life balance